B PATEL & SONS FINANCE LIMITED

B PATEL & SONS FINANCE Services

About

B PATEL & SONS FINANCE is an independent company based in ENGLAND, specializing in wealth management and investment advice for international clients. Since its inception, B PATEL & SONS FINANCE has experienced organic and steady growth, focused on providing high quality service on a global scale. Our team is made up of professionals from different cultures and backgrounds who combine their experience in private banking, investment banking and financial markets to offer our clients the solutions best suited to their investment strategy.

Partnership

We view the relationship with our clients as a close partnership, dedicated to the success of their projects. Trust, which must be earned, is the central driving force of this partnership. In this process, we always act in close consultation with family decision-makers. The agreements concluded with us are absolutely reliable and the information shared with the companies will always be treated with the utmost care and discretion. We will always be the partner you can count on.

Sustainability

Sustainability is an important component. This is why B PATEL & SONS FINANCE is committed in all areas of activity over the long term for continuous optimization of management. And the development of sustainable businesses. It is also with this in mind that we advise our clients on the opportunities offered by the transition to a sustainable economy. And we offer investment solutions focused on companies that actively address today's sustainability challenges. We are committed to our customers, shareholders as well as to the authorities and the public to act ethically, honestly and responsibly.

Investment

B PATEL & SONS FINANCE's investment philosophy is to participate in the growth of its clients' assets by investing in fast-growing companies, focusing on the creation of long-term sustainable value. Specifically, we provide capital growth, our strategic vision and strong board level engagement to help companies improve their operational performance and international expansion, addressing the challenges of estate planning, stock market listings or mergers and acquisitions with major international players.

Management

You probably spend a lot of time on your business and don't have enough time to take care of your investment portfolios and banking relationships.

We consolidate and analyze information about your banking relationships, your investment portfolios and non-financial assets.
This helps present information in a clear and structured way so that you can make better decisions in managing your wealth.

Asset Management

We are asset managers with a global reach and a multi-sector approach.
We rely on specialized investment talent, a strong performance culture and sound risk management.
Nous fournissons des solutions de pointe aux clients institutionnels et privés

Wealth management

Planning your financial future is at the heart of wealth planning.
Our specialists advise you on all financial matters and always keep an eye on the big picture.
While considering your overall situation.

Global investment

We invest globally in convertible bonds, with a focus on Europe and the United States.
Bond selection emphasizes notably on solid analysis and good valuation of issuers and profits are systematically generated with the rise in rates.

Advice & Finance

We will be your financial advisor, our financial partners are all over the world and we select the best financing offers for your projects. One of the most liberal and competitive economies in the world, ENGLAND has always maintained close economic ties with other countries.

A secure legal system and stable long-term financing fundamentals.
Financial planning is the foundation of your financial success. We help you understand your financial strengths and weaknesses so that you have a clear understanding of your financial flow.

INNOVATION

In the competitive UK wealth and asset management market, acquirers continue to rely on non-traditional asset managers, primarily private lenders and private equity firms, as well as asset managers which adopt specialized or differentiated strategies.

Strong investor demand and expected higher returns make non-traditional solutions an attractive option in an environment of low management fees, low interest rates and increasing competition.

On the business side, investors now expect modern, personalized digital wealth management services.
On the investment side, asset managers are looking to acquire capabilities in areas where the potential for yield is higher, as is the case for non-traditional assets.