Managed Assets

Obtain a multi-million-pound facility with a private bank by entrusting your asset portfolio to their management.

Assets under management

Using assets under management

 

When seeking high-value property finance, private banks often require custody of a client’s assets under management (AUM), also known as funds under management. This allows the bank to use the market value of securities as collateral for a high-value loan.

This practice is common among European and American private banks and enhances the chances of securing financing. With increased lender confidence, Premier Gold Investments Ltd is better positioned to negotiate a tailored facility with more competitive loan rates.

Some private banks exclusively offer property finance to clients who can place assets under management, unlocking new and often more favorable lending opportunities.

For more information on securing a high-value mortgage using AUM, our private client advisers are ready to assist.

Customized underwriting to meet your financial needs

Leveraging our extensive network of global private banks, we will present your requirements and provide access to bespoke high-value mortgages, including securing your assets under management if required by the lender.

To explore your AUM options, speak with our private client advisers today.

Ready to assist

Our private client advisers maintain exclusive relationships with global private banks and high-net-worth lenders to secure bespoke high-value facilities tailored to you.

With discretion and expertise, our advisers present your application in the best possible light, ensuring your financial needs are fully understood while fostering long-term relationships that benefit all parties.

To explore tailored opportunities that align with your circumstances, contact us today.

Your
Journey

.They went above and beyond over the past year to secure my mortgage. Proactive, trustworthy, patient, and incredibly helpful—I cannot recommend them highly enough.

Jim

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