CREDIT & LENDING SOLUTIONS

Our relationships and connections to a vast array of financial institutions, from leading private, commercial, and investment firms to family offices, asset managers, and other corporate leaders, avail our clients of exclusive access to unique opportunities and the capability to leverage an extensive range of credit options and well-aligned financial solutions. It also means that clients have an industry advantage when creating and reaching their financial objectives. These may include short or long-term liquidity needs, additional acquisitions, unique investment opportunities, and out-the-box alternative solutions. As a reliable partner with a proven track record, we strive to offer bespoke solutions and services that are based on a complete understanding of our UHNW clients’ complex financial needs. Lastly, we create and structure plans within the context of our clients’ personalized portfolio diversification objectives and overall risk comfort.


CREDIT &
LENDING

Lombard Loans or Collateralized Securities

We provide Lombard loans, which enable our clients to increase their liquidity by pledging financial assets such as stocks or bonds based on their collateral value. With this alternative financing option, clients may receive additional capital without having to sell their existing portfolio securities and impacting credit.

We work with businesses who need to secure their international trade transactions, by offering trade service instruments such as guarantees and fully collateralized letters of credit as a means of facilitating the process.

Bespoke Financing Solutions & Services

Since we have long-standing relationships with established partners and many connections to a vast network of custodial partners, we can provide clients with a broad array of financing solutions in the following sectors:

Commercial and Residential real estate loans
As a property owner, the objective is to maximize the value of the commercial real estate assets. Based on region and jurisdiction, collateral type, and quality of the asset, we can help identify and facilitate the type of funding that is best aligned with our client’s needs.
Mortgages
Our specialists and lending entities are experts at identifying exclusive opportunities while understanding the complexity of real estate financing. We have the best-in-class skills and expertise to identify a personalized strategy.
Real Estate Development Loans
Development loans are designed to meet the short-term liquidity needs of UHNW real estate finance clients and facilitate real estate development projects expediently. They also offer the flexibility to pay back accrued interest upon the sale of the asset or a profit share structure.
Securities-based lending
When a client has an immediate need for capital, these loans work well to meet the complex and short-term needs of UHNW clients. It’s an alternative to traditional loans and allows clients to redeem ownership of long-term investments (avoid the sale and long-term loss) at the completion of the loan term while using a publicly-traded investment portfolio as collateral for additional lines of credit.
Bespoke Financing
Unique, multi-million-dollar assets require special financing expertise, whether it’s in the purchasing stage or liquidation. Our lender’s role is to find the strategy that aligns best with a client’s long-term wealth goals.
International Trading
Having partnered with a multitude of UHNW clients in international trade for years, we have extensive experience in advising and structuring products, as well as the transcontinental connections both between investors and best-in-class wealth institutions, that allow us to provide regional and global support, unparalleled expertise, and innovative solutions to facilitate multi-million-dollar trade deals for our elite clients. At Dominion Wealth Management we can avail our unique UHNW clientele of exclusive trading opportunities through our expansive, long-standing relationships located in key hubs around the world.
Aviation & Private Yacht Financing
If a client is searching the market for the acquisition of an aircraft or a yacht or seeks to leverage the value of one’s current portfolio, our lenders and custodians can facilitate the process and align the client with the appropriate financing strategy. We offer bespoke financing solutions that are tailored to address each client’s tax, liquidity needs, and aviation or yacht plans.
Life Insurance Premium Financing
Life insurance is an integral part of estate planning, but the expensive premiums can be problematic. Our Dominion Wealth Management Life Insurance lenders offer practical solutions and products to meet the complex needs of UHNW clients.