WE MAY ALL BE CREATED EQUALLY, BUT IT DOESN’T MEAN IT STAYS LIKE THAT
Not only can we support clients in a range of jurisdictions, we’re regulated there too
We offer financial and investment advice, provide wealth management technology to professional advisers, manage funds and provide corporate and fiduciary services across offices in the UK, Ireland, Malta, Switzerland, the UAE and Hong Kong.
Define your Perspective. Close at hand.
All wealth managers will cover the bases. Investing, tax efficiency, legacy and estate planning, insurance and protection plans – but that doesn’t mean we’re all the same. Not by a long chalk.
Respective Perspectives.
Our idea of wealth and yours will differ. Your goals will not stand still. However, at any given point in time, some will be more pressing than others. Firstly, we need to identify them. Then in considering how do get from here, to there, we need to review what resources you have as we stand, before we develop a plan.
Measure What Matters:
It doesn’t stop there. Even if you only need a helping hand with a single ‘task’, we’ll still look to run scenarios so that you can see the impact of your decisions. If we work together ongoing, they’ll be a constant monitoring progress to ensure you’re on track.
Joined up thinking.
Perhaps you’re looking for help in planning both your finances and your investments. We’re experts in combining the two. Furthermore, there aren’t many welcome wealth management firms that are regulated across the number of jurisdictions we are. It allows us to take a multi-jurisdictional approach where needed – we have the knowledge base to do so.
Most of the solutions we offer involve some form of investment risk and you should be aware that the value of investments can fall and you may get back less than you invested.
Our services are not suitable for everyone, but we can advise you on the specific services that are suitable for you. Ultimately even where there is a need to draft in external specialist advisers, we would expect to be able to quickly identify just the right individual or company to help.
Please be aware that you are responsible for your own legal and tax affairs including all applicable tax filings and payments and for complying with applicable laws and regulations.
You’re always welcome.