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Galleon Wealth Management

Margin lending

We offer eligible clients the opportunity to secure loans at favorable rates using a range of investments as collateral, including equities, cash and equivalents, bonds, and mutual funds.

Margin lending2023-12-22T03:55:12-05:00

Family office advisory

We provide guidance to both single and multi-family offices of various sizes and configurations across the globe.

Family office advisory2023-12-22T03:54:32-05:00

Treasury management

With access to one of the world's most extensive financial services networks, Galleon has the capability to customize a broad spectrum of banking solutions specifically for your business requirements.

Treasury management2023-12-22T03:53:53-05:00

Custody services

Through our custodians we offer thorough portfolio management services, catering to savvy investors who aim to combine their accounts and streamline their financial record-keeping.

Custody services2023-12-22T03:59:36-05:00

Banking

Focusing on high-net-worth (HNW) banking, we provide various strategies designed to optimize the performance of your cash, ensuring it remains both liquid and flexible.

Banking2023-12-22T03:45:06-05:00
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