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Whether you are a business owner or a busy professional, if you live abroad for a long time, or you simply do not wish to undertake daily financial management in your retirement life, our Subsistence & Financial Services will be your ideal solution.

enCircle® and enCircle® Continuity services can provide you with almost any type of help to manage your personal, business and financial life. These services are also applicable to elderly family members and those who care about them.



What We Do


The plan we develop helps give you control and continuity through all the important transitions in life.

enCircle CONTINUITY

You may be in good health today, but things may change tomorrow. Often, we will not consider this possibility before bad things happen. The truth is, we must act now. If you are a client of the Swiss Equity Fund, you have access to enCircle Continuity, which is a service for the elderly that can prepare you and your family in the event of a physical or even mental illness.

 

You may be in good health today, but things may change tomorrow. Often, we will not consider this possibility before bad things happen. The truth is, we must act now. If you are a client of the Swiss Equity Fund, you have access to enCircle Continuity, which is a service for the elderly that can prepare you and your family in the event of a physical or even mental illness.

In the Continuity program, your dedicated customer relationship manager will formulate a wealth plan tailored specifically for you, including the potential of changes to your health in the future. In addition to the full enCircle services, you are also entitled to access the estate settlement and wealth transfer services, as well as power of attorney for property service.

When you no longer have the ability or no longer want to make decisions related to your wealth, we will use your customized wealth plan as our roadmap, and take charge under your power of attorney for property. In addition, we will also be responsible for handling your estate and your wealth transition.

Our partnership will make sure that the way you manage your wealth today and in the future is in line with your financial goals and wishes.

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enCircle

No matter what special needs or circumstances you have, your dedicated Swiss Equity Fund professional can personalize a plan for you and/or your family. After that, you can leave us all the administrative details and we will report back to you throughout the process.

 

No matter what special needs or circumstances you have, your dedicated Swiss Equity Fund professional can personalize a plan for you and/or your family. After that, you can leave us all the administrative details and we will report back to you throughout the process.

In every stage of your life or career, this one-stop solution can bring you convenience, freedom and peace of mind, as follows:

Cash management and bill payment: timely bills payment; electronic deposit of government or company pensions; gifts and charitable donations

Assist in the preparation of income tax: collect your tax information; cooperate with independent accounting firms to prepare and submit your tax return

Investment Management  – assessment of your investment objectives; development of an investment plan that best meets your goals; ongoing management of your portfolio

Priority Platinum Banking – personalized banking services that can serve your daily banking and credit needs, including banking services of the United States

Estate planning – Organizational assistance for wills, trusts, power of attorneys and estate management

Subsistence Service – have access to exclusive phone line and websites (available 24/7) to obtain various services such as home and family, health and fitness, travel, leisure and entertainment, elderly care and health care, domestic household support and so on

Family Education Program – on-to-one courses for you and your family (including adult & children), covering the basics of financial management and some more complex knowledge

Consolidated statement – a statement that summarizes all activities in your enCircle account

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Other Solutions


Learn how our services can meet your wealth management needs.



CONTACT US


Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.

* Banking services are provided by Bank of Montreal, trust and estate services are provided by Swiss Equity Trust Company, Investment Planning services are provided by Swiss Equity Private Investment Counsel Inc., and lifestyle services are provided by a third party service provider, Morneau Shepell Ltd.