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Rafael Steinmetz Leffa
Client Relationship Manager
Specialism: Private Bankers & Investment Managers
Company: Shard Capital Partners
Location: London, England
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Average client size: £5 million - £25 million
Fixed fee offering: Yes - In this specialist team focusing on wealth management of foreign client assets, we offer three levels of services. A government bond only option, advisory portfolio construction and a discretionary portfolio, all which contain a fixed annual management fees. These vary from 0.75% to 1.5%. All which meet client demands and suitability, as well as immigration requirements.
Number of offices globally: 1-5
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