The inception of Fortis Capital stemmed from the desires of its founding family, seeking wealth management advice independent from exclusive ties to any financial institution. These patrons were averse to consolidating all their financial holdings within one custodian bank and were looking for diverse custodial services, favourable institutional pricing, market leading investment advice and access to investment offerings often eluded by traditional private banks.
They succeeded in making all this possible while at the same time maintaining one central point of contact – Fortis Capital.