Private Office
For individuals making high-value overseas transactions.
What is Private Office?
If you're an individual looking to make a high value international payments or fund transfers, this is for you.
What can we do for you?
We will handle the entire process for you. That means that all you need to do is tell us the amount and where it's going and we will take care of the rest.
Send and receive secure international payments.
Tailored guidance and informed, efficient financial strategies.
Transfer or receive funds globally with your own named multi currency account.
Dedicated account manager (no more chatbots or automated email responses)
1. Register
Have a call with our founder, Dave, and get setup with our quick onboarding
2. Trade
Be guided by us to agree a rate, and settlement date either online or over the phone.
3. Settle
Transfer your funds to your new, secure, individual customer account.
4. Complete
When you are ready, we will send the funds securely to the chosen account.
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Personalised Service
Each and every client has a dedicated account manager. And it won't be someone that is dealing with 200 clients each. So if you've got a burning question about your transactions or your trade is keeping you up late at night, we are here to answer the phone and support you at every step.
Buy/Sell Property Abroad
Our mantra is to never make our clients feel pushed.
That's why we wil never treat you like a transaction or rush you into a decision about it. When purchasing, whilst it is important to make the most of optimal exchange rates, it's critical that you don't put yourself at risk as what's more important is ensuring that your money will arrive in time for exchange and not get lost along the way.
We know you want to enjoy your beautiful new home. We're here to remove the stress of the process.
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Emigration
If you're relocating overseas or moving back to the UK, moving your money between currencies can feel like a minefield. We can help you to handle your finances so you don't have to worry about where your money is and how you'll get it where it needs to go.
Mortgage Payments
If you are repaying a mortgage in a different currency, we have the solution.
You can select a specific time of the month to transfer funds, and we'll handle the rest, ensuring your money gets to your bank account promptly for your mortgage due date.
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Pensions Overseas
We aid our clients in administering their finances when contemplating international migration or returning to the UK.
Perhaps it's a life alteration or your profession is propelling you globally. We will be tasked with overseeing your financial needs and providing essential information to facilitate your funds transfer, all the while reducing potential uncertainties linked with fluctuating exchange rates.
Empowering financial decisions for corporate and high net worth clients through currency risk management and best execution.
© 2023 by Lucid Financial Markets.
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