Private Wealth Management

At Lotus Capital we have a bespoke service for our high net worth clients who wish to consolidate and grow their investment portfolio in a structured manner.

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Lotus Capital operates as a traditional boutique investment firm where clients expect the highest-quality Wealth Management Advice addressing all of their financial planning needs. Lotus Capital’s expertise is in developing customized investment plans and actively managing assets.

Our Asset Management Solutions provide clients with sophisticated and innovative alternatives for structuring and growing their portfolios. Given the firm’s commitment to meeting the unique needs of its clients it will redefine what private clients expect from Wealth Management Services. Every interaction with our private clients begins with a consultation where we assess your current financial position, your investment needs and your risk profile. We can help determine your objectives and formulate a plan to achieve those objectives in an efficient and timely manner. We will analyze your current financial situation and assist with determining the best course of action for you without compromising your beliefs and values.