Private
Bespoke wealth management solutions for high net worth individuals and families.
As a firm, our relationships with our private clients are at the centre of everything we do.
Boccard has been offering fully customised wealth management solutions to private clients for almost five decades. Our 1,500+ private clients trust us because of our steadfast adherence to the time-honoured principles of professionalism, discretion, confidentiality and first-class service.
As a private client, the focal point of relationship with us is your Relationship Manager. Your Relationship Manager is your dedicated financial concierge – serving as advisor, confidant and connector all at once. Our clients have come to expect their Relationship Managers to offer solutions that are specific to their unique needs and circumstances, because we appreciate that no two clients are the same.
In addition, private clients enjoy access to our team of world-class experts in areas such as estate planning, asset protection, wealth management, investments, family office management, philanthropy, insurance and professional trustee services.
