Charles Costa Duarte still finds working with UHNW clients ‘unbelievably interesting’. ‘Portfolio management is at the core of what we do and our long-term approach is focused on wealth preservation,’ he says. He often acts as a trusted adviser, assembling the optimal team for a client, drawing on expertise both internally and externally, working with investment bankers, legal advisers and accountants to co-ordinate a plan of action. This ranges from arranging loans to refinance properties and provide liquidity for restructuring assets, to working with his investment banking colleagues to provide strategic business advice, as well as making introductions to specialists in philanthropy, real estate and art.
Charles Costa Duarte