Wealth Management Partners
We provide wealth management, wealth protection and independent financial planning services to people who live, work abroad or intend purchasing property overseas as an investment or future retirement home.
As one of the largest and most respected international financial advisory groups in Europe, we help private individuals, companies and organisations to achieve their financial goals.
For 30 years, we’ve specialised in providing wealth management, wealth protection, and independent financial planning advice to expatriates and people who lead international lives. Our corporate goal is to be the trusted adviser to private and institutional clients.
Our ability to retain the loyalty of our existing clients has made us one of the largest and most respected international financial advisory groups in Europe.
With offices throughout the EU and a team of long-serving senior consultants, we are well placed to help you with the complexities of international finance.
What’s more, the respect we’ve earned over the years has given us access to products from many of the world’s leading financial institutions, including investment houses, insurance companies, and banks.
Head quartered in Luxembourg, we are authorised and regulated by the CAA, Luxembourg. We provide advice to private individuals, companies, and organisations.
We recognise that your personal and financial circumstances are unique. So we take time to get to know them, before we advise you on how to protect and enhance your wealth. Our expertise include
Whether you’re investing for your own future, your children’s or grandchildren’s, you can create and maintain the right investment strategy to suit your circumstances.
You can select to grow your capital or invest for income or a mixture of both depending on your objectives.
Select from a range of institutional investment portfolios and funds to suit your investment style, and build a balanced portfolio across different asset types, countries, and currencies. In addition, your portfolio can be structured to provide tax efficiency and placed in international jurisdictions for security and confidentiality.
Once your investment is set up you will receive detailed statements at regular intervals to keep you fully informed of activity within your portfolio.
Retirement planning and pension transfer
If you live and work abroad, it’s important to plan for your retirement, so that you can look forward to a secure and enjoyable future.
We have over 30 years’ experience of advising expatriates and people who work abroad on their retirement plans. Our senior consultants can help you to design a plan that takes account of your financial goals, your time frame, and your personal circumstances.
Our advice includes practical solutions for maximising your retirement benefits. And how to take advantage of tax-efficient opportunities presented by pension schemes in the country where you live. We can help you to set up a new plan or to review your existing arrangements.
Working with carefully selected providers, we offer a range of international products which can be tailored to your specific needs including:
· SIPPs – Self-Invested Pension Plans
· QROPS – Qualifying Recognised Overseas Pension Scheme
· The European equivalent of QROPS for other countries within the EU
· Early access
· Phased retirement
· QNUPS – Qualifying Non UK Pension Scheme