The service will offer bespoke solutions to clients to meet their long-term plans for structuring, protection and
transmission of wealth.
The wealth planning services that RBS will provide in India will include advice in the areas of succession
planning, asset preservation, asset consolidation, and philanthropy. Mr. Shiv Gupta, Managing Director, RBS
Private Banking in India said, "From a delivery standpoint, the breadth and depth of the RBS franchise in India
allow us to structure the offering appropriately."
The group will deliver the service through its group company, RBS Financial Services (India), where its wealth
planners will work with clients to understand their situations, needs and goals, and to identify the different
solutions available to them.
They will then facilitate the execution of the chosen solutions through specialists with experience and capabilities in the areas of trusts and fiduciary services, legal and tax advisory services. The service will be available to clients in multiple jurisdictions in India and irrespective of the where their estates may be
Do you know more about this story? Contact us anonymously through this link.