Worldwide Consultants offers wealth management solutions to expatriates in various jurisdictions around the globe. We are in partnership with leading financial services firms regulated in Europe, The Americas, Africa, The Middle East and The Far East. We are also affiliated with partners In Austrailia and New Zealand providing global clients a whole array of bespoke solutions according to their specific needs.
Our wealth management services are designed to build and safeguard your long-term prosperity through investment planning and a combined risk and objective based investment portfolio managed on your behalf…
Our experienced team of Wealth Managers are supported by para planning and investments specialists who have the expertise to cover all aspects of your financial planning.
They take great care in ensuring that each portfolio meets your individual interests and requirements and will be monitored on a regular basis to meet with your changing needs and circumstances. Our service is totally client-focused. We bring together intelligent financial planning and discretionary investment management and work closely with your accountancy and legal advisers to deliver an integrated approach including taxation, estate planning and other relevant issues.
We have a robust and well-researched investment process which includes model and bespoke portfolios to meet clients’ different attitudes to investment risk. Our aim is to grow your wealth over time with a keen eye on minimising losses in times of market stress. We guarantee that your financial security is our primary concern and that you will be looked after and kept fully informed at all times of changing economic circumstances, taxation changes and investment opportunities. We take pro-active decisions on your behalf and we take the responsibility, giving you complete peace of mind to get on with the rest of your life without worry
We offer our advice in Wealth management to expatriates in line with the following processes:
Accumulation of wealth:
This is designed for clients who are in their earlier stage of acquiring wealth, we design a financial plan set to meet their initial goals. This could be putting together a retirement plan for their future, education planning to meet the needs of their children’s future education, put in place a savings plan for a specific purchase or simply protecting their family through a life insurance policy.
Consolidation of wealth:
This consultation is geared for someone who has various assets already in place and world like effective portfolio management and consolidate. This stage is generally coming up to retirement or simply a time where effective management and administration of assets is critical. This could be analyzing an existing UK pension with a view to transfer, management of existing investment vehicles or putting together a strategy to streamline assets.
Preservation of wealth:
This is perhaps the most important stage of wealth management where we advise clients how to mitigate future tax liabilities and help put together a succession strategy so their lifetime accumulated wealth can be passed on to their loved ones . This would include inheritance tax planning and trust formation of some sort .