Experts in cross-border wealth management solutions
it’s important for you to know that your financial interests are being taken care of. Your needs and goals are unique to you, whether you’re looking for tax-efficiency, saving for a future event, securing a regular income, or investing for a prosperous retirement.
We are one of the leading cross-border providers of wealth management solutions. We help expatriates and local investors in multiple global markets, including the UK, Africa, Asia, Europe, Latin America, and the Middle East.
We take huge pride in the part we play, together with your financial adviser, in managing and growing your investments. We are here to help you achieve your specific goals and those for your family and the generations to come.
We are part of Quilter plc, one of the leading providers of advice, investments and wealth management both in the UK and internationally, managing £95.3 billion of investments (as at 31 March 2020). Quilter plc is listed on the London and Johannesburg stock exchanges.
Because everyone’s needs are different, we don’t sell directly to customers or give advice on our products. Instead we rely on professional, independent financial advisers, who understand their clients’ financial goals, to recommend us based on our reputation and the quality of the products we offer.
Courtesy posting by NextLifeBook.com