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brown & ferguson Advisory
Wealth & Investing

Wealth & Investing

Do not let excess cash sit idle. We partner with Anchor Capital to offer institutional-grade investment solutions for businesses and individuals.

Corporate Cash

  • Treasury management
  • Money market funds
  • Short-term deposits
  • Foreign currency hedging
  • Cash flow optimisation

Global Portfolios

  • Offshore diversification
  • Anchor BCI portfolios
  • USD/GBP/EUR exposure
  • Tax-efficient structures
  • Retirement funding

Wealth Protection

  • Estate planning
  • Trust structures
  • Life & disability cover
  • Key person insurance
  • Buy-sell agreements
In partnership with Anchor CapitalInstitutional-grade portfolios and global diversification for businesses and individuals.
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Let's talk about your numbers.

Book a no-obligation consultation and we will show you exactly how this works for your business.