BRUNELADVISORY
For private clients

A personal point of contact for your international arrangements.

Personal banking, investment access, overseas holdings and relocation can raise connected questions. We help organise the practical requirements alongside your existing professional advisers.

01 / The scope

How we help.

01

Personal banking requirements

Clarify the account purpose, relevant institution options and documentation for your circumstances.

02

Investment and custody arrangements

Coordinate enquiries and account preparation for investment access, custody or digital-asset options with relevant providers.

03

International holdings or a move to Mauritius

Connect the local-provider and banking requirements with your ownership, succession or relocation plans.

03 / Useful answers

Your questions.

Can my adviser join the discussion?

Yes. Working with your existing advisers helps keep the scope and responsibilities clear.

Should I send personal documents before the first call?

A short description of the situation is enough to begin. The document requirements and appropriate handling can be agreed afterwards.

Tell us what you would like to arrange.

Enquire about this service