We look at the entire market to provide bespoke advice based on your circumstances, goals, and objectives. With global insight and extremely thorough compliance and evaluation of all investment options, we design a portfolio for every financial need. Individuals, and corporates can benefit from our services.
Wealth management is an investment advisory practice that incorporates financial planning, portfolio management, and other aggregated financial services for individuals, as opposed to corporations, trusts, funds, or other institutional investors.
We ensure to all clients that we work with only regulated and legal entities, and in legal products & investment schemes only. We strictly adhere to the 10 principles of UNGC that are: the Universal Declaration of Human Rights, the International Labour Organization’s Declaration on Fundamental Principles and Rights at Work, the Rio Declaration on Environment and Development, and the United Nations Convention Against Corruption.
Our partners include but not limited to; In. Abdulwahab Office, Al Muhandis Group, Al Tkatof Investment, Sohar International Bank, AvaTrade, Saxo Bank, IG.com, AFH Wealth Management, Foster Denovo, Skerritts Chartered Financial Planners, The Private Office, and Legisly.
We follow the regulations of the United Kingdom, Lithuania, Russia, Hungary, Switzerland, and Oman. Our main legal partner is located in Hungary that is specialised operates in the European markets, and including Russia.
Our clients can benefit from our Scam Protect partners in case they were scammed by other investment firms for markets of including but not limited to US, UK, Europe, and Australia.
In principle, we advice individuals to state their financial goals prior to set their investment principal value. However, we recommend a minimum of £10,000 but there are very various setup options for such investment value. Read more in FAQ section.
Some of the clients may choose to opt-in for private name investment scheme, in which we do the investments on our name on behalf of the clients for easier management of investment, or any valid reason provided by the client.
Another method is to form a new incorporation that represents the client for all matters, and this incorporation will be legally liable for all investments.
This scheme is restricted of use, and clients who choose to opt-in for private name investment scheme will undergo a deeper KYC process than the normal clients. The deep KYC process can take upto 21 days.
Clients can choose from three payments schemes as follows:
Based on the capital payment schemes, the profits distributions can be adjusted to fit in the period of portfolio building, and further profits distribution as of monthly, quarterly, bi-annually, and annually. However, clients can opt-in for profits re-investment scheme that will maximise their returns in the longer run.
Net profit: is the profit after taxation.