Private Clients

Sound financial planning cannot be achieved on good advice alone.
To achieve your goals we believe that ongoing, specific advice is paramount to keeping your financial affairs in order.

What is Private Client Wealth Management?Wealth Management is not simply restricted to investments. AWL combine fund management, tax planning (Inheritance Tax & Estate Planning) and create a structure that optimises your wealth, whatever the financial element.

Tax planning is in many ways is unavoidable. However we focus the majority of our business in the Isle of Man, which has possibly the best investor protection in the world.

Regardless of where you are resident at the time, the Isle of Man provides a politically stable and safe environment. By 'wrapping' a clients portfolio in a offshore structure, AWL can manage a clients wealth with access to any of the 26,000+ offshore investment funds, that are available and create a structure to match your appetite for risk, your aims and objectives.

Once we have established the parameters in which we can work within, we can create a highly tax efficient arrangement that will be managed on an ongoing basis. Clients these days are looking for low risk solutions, aiming for greater returns than what can be achieved on cash deposit.

The benefit of having a reputable and regulated company means that you have the resources at your disposal to access these types of investments.

AWL can effectively generate the sort of returns that you would expect to take from equity markets, but at the same time minimising the risk to our client's valuable capital. As markets change over time, our wealth managers will constantly ensure that our client's funds are performing as expected and will take the necessary action if they are not meeting a clients expectations.

In the case of Estate Planning, it is a continuous review process. It is crucial to keep abreast of your home countries laws on this in order to ensure your estate does not get hit with an unexpected tax bill. At AWL we take great care to ensure your wealth is protected through tax planning thereby ensuring your family benefits most. This principle applies to all trustee investment work that we undertake.

Our clients have access to an online portfolio viewer; this is available via www.advisersworldwide.com

Managing wealth is about making money, but it's also about taking an structured approach of ensuring that the portfolio is aimed towards your goals and objectives.

Indeed, every client's portfolio is managed on an individual basis, AWL do not 'pigeon hole' a client into a predetermined portfolio; strong communication, coupled with transparency is the main philosophy behind our portfolio management.

If you are interest in our private client service, please email us your question at marketing@advisersworldwide.com

 

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