Your Benefits with MENSA
No Conflict of Interest
Your Private Wealth Advisor operates without any competing or conflicting motivations that could compromise their ability to act solely in your best interests. This ensures transparency, objectivity, and the prioritisation of client welfare in all investment decisions and financial strategies.
Independent Advice
After conducting a thorough assessment, we prioritise delivering advice solely in the best interests of our clients, ensuring transparency and personalised solutions tailored to individual financial goals.
Bespoke Service
We customise portfolios that are specifically designed to meet the unique and individual needs of a particular client by considering factors such as age, risk tolerance, investment experience, and personal preferences.
Consolidated Reporting
We provide comprehensive and centralised presentation of a client’s financial information. This approach streamlines and integrates data from multiple banking relationships, providing clients with a unified overview of their investment portfolios, performance, and financial status, ensuring transparency, accessibility, and a holistic understanding of our clients’ financial positions.
Favourable Bank Conditions
MENSA clients benefit from favourable banking conditions as we leverage our relationships with top-rated global private banks to optimise financial strategies, ensuring our clients benefit from the most advantageous banking arrangements for their investment portfolios and financial goals.
Speed
We have full access to the bank’s in-house securities trading system, which means trades placed by MENSA enjoy the same execution speed as trades placed by the bank.
Structure
We have a well-organised framework and operational design that underpins our client-centric approach. With a robust and flexible structure, IAMs are poised to adapt swiftly to market dynamics, providing clients with a secure foundation for their financial goals.
Specialist Expertise
We bring a focused and specialised understanding of niche markets, asset classes, and investment strategies. This expertise allows us to offer informed guidance, ensuring that your investment portfolio is strategically positioned to capitalise on opportunities and navigate challenges within these specialised domains.
Continuity over Time
Your dedicated Private Wealth Advisor is a lifelong partner with their own succession factored in, providing stability and peace of mind for your financial needs, even across generations.
Cost Efficiency
IAMs often have a leaner operational structure, leading to potentially lower fees for clients compared to traditional private banks that may have higher overhead costs.