Services

Wealth Management for High-Net-Worth Individuals

Grow, protect, and structure your wealth with a disciplined approach. Discreet, personalised wealth management for discerning clients.

What We Offer

Structured Wealth Management Built for HNIs

For high-net-worth individuals, wealth management is not just about returns—it’s about growth with discipline, protection from downside, and a structure that serves your family and legacy. At LeapSquare, we design wealth management programmes that reflect your risk appetite, time horizon, and life goals.

Our approach combines rigorous asset allocation, regular rebalancing, and tax-aware execution. We help you build and protect your assets across equity, debt, real estate, and alternatives, with clear reporting and a single point of contact. Every strategy is tailored, transparent, and aligned with your long-term vision.

What HNIs Gain From Our Wealth Management

Growth With Discipline

Structured asset allocation and rebalancing to capture growth while managing volatility and drawdowns.

Protection & Diversification

Diversification across asset classes and geographies to reduce concentration risk and preserve capital.

Clarity & Reporting

Consolidated view of your wealth, performance, and tax position with regular, easy-to-understand reports.

Why Discerning Clients Choose LeapSquare

One relationship, one view – A dedicated advisor and a consolidated view of your wealth across accounts and asset classes.
No conflict of interest – Advice driven by your goals; we don’t sell proprietary products or earn from third-party commissions.
Tax-aware execution – Harvesting losses, timing gains, and structuring investments to minimise tax drag.
Structured process – Clear investment policy, rebalancing rules, and review cycles so your wealth is managed with discipline.
Confidentiality – Your data and plans are handled with the highest standards of discretion and security.

Ready to Structure Your Wealth?

Schedule a confidential conversation. We’ll help you build a wealth management approach that fits your goals.

Get in Touch