Frequently Asked Questions

Addressing key queries to ensure transparency and confidence in our approach.

1. Why Levantine & Co.?

Levantine & Co. is an independent, client-first wealth management platform built for international individuals and families. We are not tied to any bank or product provider, which allows us to offer objective advice and bespoke solutions. Our open-architecture model provides you with access to world-class custodians, tax-efficient structures, and personalised support — all with complete transparency and cross-border compliance in mind.

2. Why do I need wealth management?

Wealth management helps you grow and structure your assets to meet your goals as life evolves. Whether through increasing income, inheritance, cross-border living, or family changes, your financial world naturally becomes more complex. Strategic wealth management helps you stay ahead of these shifts, avoiding inefficiencies and aligning decisions with long-term plans. It also protects you from common mistakes, such as overconcentrating in a single asset or country. At Levantine & Co., our independence and fee-based model enable us to prioritise diversified, objective strategies that are in your best interest.

3. Why do I need asset protection?

Asset protection is about defending what you’ve built. It ensures that your wealth is safeguarded from legal disputes, unstable jurisdictions, sudden regulatory changes, or family risks, such as divorce or succession challenges. By utilising secure, regulated structures, we help you minimise exposure, maintain financial privacy, and establish a robust foundation for passing on wealth securely and in accordance with your values.

4. I have multiple citizenships—can Levantine & Co. help me?

Yes – many of our clients hold multiple citizenships or reside in various jurisdictions. We specialise in supporting globally mobile individuals whose financial lives span borders. Our team structures your portfolio and legal entities in line with your tax residency, reporting obligations, and long-term goals. We also work closely with a global network of legal, tax, and regulatory advisors to ensure your plan remains compliant, efficient, and adaptable.

5. Can Levantine & Co. work with my existing advisors?

Absolutely. We frequently collaborate with clients’ legal, tax, and financial advisors to ensure a coordinated approach. By working together, we can design and maintain a strategy that complements your broader financial life, ensuring all aspects are aligned.

6. What is the onboarding process like?

The onboarding process starts with a Discovery Meeting to understand your needs. Our team takes the time to learn about your investment goals — both short-term and long-term — so we can recommend the best strategy moving forward. Once we agree on the approach, we begin the onboarding process.

At that stage, we ask clients to share some basic documentation, including proof of identity, address, and financial background. This may include details on the source of your funds and wealth, which can often be gathered with support from your existing records or financial institutions.

Depending on your jurisdiction and the complexity of your profile, onboarding may take between two and four months. Our team is with you every step of the way to ensure a smooth and straightforward process.

7. Is there a minimum to get started?

While we can provide initial guidance across various asset levels, we usually recommend establishing a bespoke pension or trust structure with a minimum of £1,000,000. From our experience, the most meaningful and sustainable results are achieved when operating at or above this threshold. It allows us to design efficient, cost-effective solutions that are genuinely tailored to your long-term goals — whether that’s growth, protection, succession planning, or a combination of all three.

8. How are my assets protected?

Your assets are held in your name or in the name of your legal structure — never on Levantine & Co.’s balance sheet — ensuring full separation from any institutional risk. We work exclusively with highly regulated global custodians such as BNY Mellon, Pershing, and Swissquote, who are responsible for the safekeeping of your assets. These custodians operate under stringent financial regulations and oversight in stable jurisdictions, such as the UK, Guernsey, and Switzerland.

All accounts are thoroughly segregated, meaning your holdings are legally and operationally ring-fenced from the assets of other clients and from the custodian or service provider itself. This structure protects you against counterparty risk, ensuring that even in the unlikely event of a provider default, your assets remain secure and accessible. Our independent model and regulatory partnerships are designed to provide long-term peace of mind.

9. What happens if a service provider ceases to operate?

Your assets are safe and unaffected if a service provider — such as a bank or custodian — ceases to operate. This is because your portfolio is thoroughly in fully segregated accounts, separate from the provider’s finances. Your assets never appear on their balance sheet and are legally protected from their liabilities. If needed, any provider can be replaced without disrupting your structure or access to your holdings. For example, even in the unlikely event that a custodian bank shuts down, your investments remain secure and can be transferred to another provider without loss or delay.

10. Could changes in international regulations impact my portfolio?

We actively monitor global regulatory and tax developments, including OECD frameworks, CRS reporting, and evolving cross-border rules. Our strategies are designed to be compliant and adaptable. When changes arise, we work closely with your advisors to make proactive adjustments such as restructuring or rebalancing your portfolio.

11. How much does it cost to work with Levantine & Co.?

Costs vary depending on the complexity of the solution, from a family trust to a multi-jurisdictional pension. After your Discovery Meeting, we will present a clear cost breakdown tailored to your goals, helping you make an informed decision with no hidden surprises.

12. How are fees charged?

Our fees are deducted quarterly on a pro-rata basis, and only after your account has been seeded. We charge no advisory fees for consultations or onboarding, and there are no upfront fees or lock-up periods. You’ll receive a transparent breakdown of portfolio management, custody, and any structuring fees involved.