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Wealth management - Import export

366 Companies

3 Products

AMDOCS FINANCING LIMITED

United Kingdom

Our company AMDOCS FINANCING LIMITED is located in Guernsey, United kingdom. We are a national lending firm, we offer a wide range of financial services such as financial planning, wealth management, startup investment, risk analysis, vc funds and market monitoring. We help people who are excluded from mainstream financial services. Our financial options are fast and flexible. Our specialty is short-term commercial real-estate lending. We offer competitive rates for loans. We provide advisory services to individual and institutional clients. We can provide you a buisness loan with no prepayment penalties and fixed monthly payments. Financial planning will help you with all the assets, savings and investments matters. With the risk analysis we will help you getting the biggest profitable consumers and at the same time minimizing all risks. With our company you will know exactly what your loan will cost you because we do not hide fees, nor do we make early repayment fees.

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BAO CAPITAL SARL

Switzerland

BAO is an independent Multi-Faceted Investment Group virtuoso in Fund and Wealth Management, Financial Structuring along with Investment Advisory. Our aim is to meet the individual financial objectives of each of our investors through astute assessment of the market, single-sector and multi-asset strategies, and resourceful investment solutions. The BAO team is proud to have an investment-led culture that is focused on generating strategies with superior long-term returns for both developed and emerging markets, while adhering to regulatory standards.
CHARTWELL FINANCIAL SERVICES

United Kingdom

Chartwell Wealth Management offer an innovative and practical fee based wealth management service to a large portfolio of private clients. We also work with corporate entities all over the UK to provide proactive benefits and wellbeing solutions for their employees. We employ the latest cash flow technology to make sure that your financial goals are kept on track and your investments work as hard as possible for you. We understand that relationships are built on trust, which in turn is built on consistent delivery of high quality service, absolute integrity and technical expertise. Collectively we manage over £320 million in client assets which is a testament to the trust they place in our advisory team and reliable personal service from our offices in Preston Brook, Cheshire. Established in 2002, we believe that excellent service is the key to our on-going success, so we back up our business relationships with the best internal systems and people that we can. We offer an initial meeting at our cost so we can learn more about your financial goals and aspirations. Following this meeting we can agree your action plan and the costs of our services.
PORTSDOWN WEALTH MANAGEMENT

United Kingdom

At Portsdown Wealth Management we can help you achieve financial peace of mind through a goal-focused planning process designed to help you achieve financial well-being. Developing long-term trusted relationships with our clients enables us to provide the best financial planning, wealth management and advice solutions. We know that understanding what is important to you is paramount when advising families, professionals, and businesses. We reflect this in the level of attention to detail we give each and every one of our clients. Whether your planning your financial future or just want to look at one of our services ie pensions, retirement, tax savings, investment planning or mortgage advice we can help. Offering an initial consultation that is completely free and informal so you do not have to make a decision until you choose too means you can feel rest assured that we have your financial planning needs at heart. Maybe your a student on the path to setting yourself up for the future financially or you could be a seasoned professional that has been saving for years and just wants a 2nd opinion we would love to hear from you no matter what your specfic needs are.
LEABOURNE FINANCIAL ADVICE

United Kingdom

USP + Call To Action Honest pricing, local Independent advice, Stellar reviews. We are Leabourne Financial Advice a local financial advisor specialising in Pensions, Pensions, Auto Enrolment, Savings & Investment, Financial Protection and Tax Planning advice throughout Hertford and the surrounding towns. Our Customer Benefits: • Independent advice. We are completely independent, so as an IFA we are able to offer the best product or policy for you and your individual circumstances • No commissions. Our advice is fee based with total clarity for a more comfortable relationship We make no commission on any product or policy we recommend. Our fee structure is clear and transparent and based on the amount of work we do for you. The fee is agreed before we start working for you. • Personal service. As a Financial Advisor our advice is personal and professional and aims to help you make the right financial choices. • We are Financial Advisers, not salespeople. We will recommend policies and products because they are right for your individual and business circumstances

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CORCILLIUM WEALTH MANAGEMENT - FINANCIAL PLANNING GUILDFORD

United Kingdom

If you are looking to plan your future financially we can help with professional financial advice that you can rely on. Whether pensions, retirement, investments or you just want to talk to someone to ensure your finances are working how you want them to. A free financial consultation and no jargon to ensure you know exactly what financial planning is and how it can work for you is available to any of our prospects or customers old and new. We love to strip out the jargon and ensure you understand what it is that we do whether your a seasoned investor or someone that has come into some money and wants to invest it wisely. Corcillium Wealth Management was set up out of frustration and a wanting for a financial advice company that could drill down into your future wants and needs and ensure there was planning in place to accomodate that. With over 2 decades of experience and a host of happy customers that we offer advice on pensions, investments, retirement, financial planning and wealth management you can see why we are a company that should be on your list to get in touch with. A free financial consultation awaits and we are certain you will be pleasantly surprised about how we conduct our business and what it may mean to you for now and the future.
PROINVEST SOLUTIONS

United Kingdom

At ProInvest Solutions, we stand with you, whether you’re an institutional investor, a financial adviser, or an individual guided by an advisor’s personalized advice. We believe the best way to reach your desired outcomes is with a multi-asset approach that combines: asset allocation, capital markets insights, factor exposures, manager research, portfolio implementation.We create real added value by offering innovative investment solutions, above-average performance and exceptional service tailored to the individual needs of professional investors.The ProInvest philosophy is that an actively managed and concentrated selection of investments can provide better returns than market benchmarks. We maintain that market inefficiencies do exist, which from time to time result in attractive investment opportunities. Our general investing approach, we do not favour one particular style e.g. large companies over smaller companies, growth over value. Markets are dynamic, the way they price securities changes constantly and every investment is assessed on its merits. However, a high emphasis is placed on underlying investment fundamentals.ProInvest is a European based, worldwide investment company that offers investors exposure to high-potential opportunities in diversified asset classes, (which would otherwise be beyond their grasp.)
INTEREURINVEST

Serbia

Interesting in project financing in green energy, real estates, hotels, resorts, infrastructure projects, waste to energy, hospitals andretirement - nursing houses or/and any other approved project withprofitable calculation based on real and approved parameters as well as clean legal position.Our client are private and public companies on global level lookingfor tailor made financial solutions according to their needs.Top professional and confident cooperation with experience on global market since 1978 and open minded creative business orientation in different finance sectors satisfying specific clientsrequests leeds us to top performers position in financial and project funding -investment sector.
LAUNTON WEALTH

United Kingdom

Wealth management is about much more than managing your money. At Launton Wealth, it’s about creating relationships that enable a lifetime of smart decision-making for our clients. Which is why we spend so much time making sure the small things are delivered and what differentiates us from the rest.We offer in-depth financial planning to help you understand where you stand today and what actions, if any, you may need to take to achieve your long-term goals. Our experienced Relationship Managers can help you make informed decisions about spending and saving, insurance and estate planning, taxes and philanthropy.At Launton Wealth, we believe that a clear understanding of your goals and current situation is critical to creating an appropriate financial plan. So we ask questions, listen carefully, and work hard to develop that understanding. Perhaps, for instance, you hope to maintain a retirement standard of living that is consistent with your pre-retirement lifestyle.
CHAMBERLAIN STEAN & WEST

United Kingdom

Chamberlain Stean and West are a Hertfordshire based firm of independent financial advisers. We can help you take control of your finances, and provide you with specialist advice on everything from pensions and annuities, investments and wealth management to long terms financial affairs, then you need independent advice from a local firm you can trust. If you are looking to take control of your finances today, look no further than Chamberlain Stean & West. Based in Hertfordshire, we cover St Albans, Bricket Wood, Abbotts Lanfgey, Kings Langley, Borehamwood, Elstree and much further afield. Our emphasis is on maintaining a long-term relationship with you and providing you with a source of trusted advice as your financial planning needs evolve and change over the years. Every relationship has a starting point and ours is a straightforward, relaxed conversation that doesn’t cost you a penny. We operate a six key stages of effective financial planning to help you to achieve your financial goals for a happy retirement.

COFINAX

Switzerland

Cofinax established in Switzerland since 1989, serves local and global clients and provides a wide range of high value-added financial services. We help worldwide businessmen to form a Financial Company in Switzerland, and to setup successfully their activity through our wide network of financial and banking partners, and our team of business professionals. We are up to provide custom-tailored services and intelligent business solutions because we know that every corporate objective is unique and exclusive, and needs an administrative and legal backup. Cofinax fully understands your specific and sophisticated financial needs, and this is why we are able to make of your financial company settlement a real success in Switzerland and worldwide. Here are some of our specific financial services: - Formation of Swiss Financial Company - Already-made and prestigious Swiss Financial Companies for sale - Swiss Shell Companies for sale - Authorizations for regulated financial activities in Switzerland - Pre-IPO team building - IPO, listing on stock exchange - Securities issuance (stocks, bonds) - Back Office Services - Set-up of Hedge Fund, Asset management, Wealth management, Trading activities (FOREX) - Corporate and Private relocation to Switzerland - Accounting (incl. maintenance of the books, preparation of annual statements, balance sheet and income statement) - Tax planning - Trustee services - Registered Agent services (incl. domiciliary services) - Complete administration
THE HAIGHTON RUTH GROUP

United Kingdom

The HAIGHTON RUTH GROUP is a global financial services group that has been helping clients achieve their financial objectives for generations. We offer wealth planning and investment management services to large institutions and private clients. We deliver employee benefits and auto-enrolment programmes to companies and we provide investment and wealth management solutions to the professional advice community. The Haighton Ruth wealth planning team is here to grow, manage and protect your wealth so that it can be transferred to the next generation. Using a holistic approach, we go beyond the basics of financial planning, carefully considering all aspects of your lifestyle and retirement goals. Whether you’re looking to generate income, preserve capital or safeguard your assets against inflation, a properly diversified investment portfolio can help meet your needs. Whatever your personal investment goal may be, it is important to consider the time horizon at the outset, as this will impact the type of investments you should consider to help achieve your goals.

PH ASSET MANAGEMENT AG

Switzerland

Established in 1970, PH Asset Management AG (PHAM) is an independent wealth and asset management firm headquartered in Hergiswil, Switzerland. Having secured a management buyout of Aktiengesellschaft Habema in 2016, the reach of our products and services has become truly global. Authorised and regulated by PolyReg and PolyAsset, PHAM has over 40 years experience from its antecedent firms in the understanding and implementation of investment strategies, financial planning and fund selection to private clients and institutions. Having been born from a wealth of experience within all aspects of finance, PH Asset Management AG offers a unique world-view into today’s other economies and markets through it’s carefully selected team of analysts, brokers and traders alike.
ALAN BOSWELL INSURANCE BROKERS

United Kingdom

With a history of providing insurance services from Grimsby since 1977, Alan Boswell Insurance Brokers in Grimsby is based in the village of Laceby giving easy access throughout North East Lincolnshire and the Humber region. We predominantly work with businesses of all sizes, but we can offer insurance for homes and cars too.
PRIVATE OFFICE GROUP

United Kingdom

We provide Private Office Asset Management including investment and wealth management services to retail and professional clients. We also provide ongoing consultancy services to SME businesses and legal assistance and advice to our clients, from contract drafting to employment matters to civil litigation cases. Private Office Group is able to act on your behalf in advising you on investments and non-investment insurance contracts. Contact Philip Simmonds today to discuss your requirements.
ALEXANDER PETER WEALTH MANAGEMENT

United Kingdom

Alexander Peter Wealth Management provide specialist advice to English speaking expats living around the world. We provide tax efficient and tax compliant solutions for those living within the EU.If you are looking for total wealth management advice or to find out the best QROPS provider for your situation we can help. Visit our website or call us to speak to an adviser
EDINBURGH IFA

United Kingdom

We connect people with the best independent financial advisors in Edinburgh and all across Scotland. All our financial advisors are independent, impartial, trustworthy and fully FCA regulated.
P K GROUP LLP

United Kingdom

Financial Services, Activities auxiliary to financial intermediation not elsewhere classified
BDB FINANCIAL

United Kingdom

BDB Financial are professional and strategic wealth management consultants who provide bespoke business, corporate and executive financial planning services.
DRAWBOND INVESTMENTS LIMITED

United Kingdom

wealth management financial advisory real estate investments

FEDAG FINANZPLANUNG AG

Switzerland

*Accounting*Management Consulting*Tax Services*Trusteeship
WEALTH MANAGEMENT

United Kingdom

Financial Advisers, Activities auxiliary to financial intermediation not elsewhere classified
HNOS PATRIMOINE

France

The company HNOS PATRIMOINE, is a Service Provider, which operates in the Investment consultants industry. It also operates in the Life insurance and savings plans, Wealth management, asset management company, and Life insurance and savings plans industries. It is based in Saran, France.
FA CONSEILS PATRIMOINES

France

The company FA CONSEILS PATRIMOINES, is a Service Provider, which operates in the Management advice industry. It also operates in the Legal counselling, Investment consultants, Legal counselling, Investment consultants, public and private real estate property qualification, and Wealth management industries. It is based in Bordeaux, France.
COUPET ROCHE PATRIMOINE

France

The company COUPET ROCHE PATRIMOINE, is a Service Provider, which operates in the Brokers - securities industry. It also operates in the Wealth management, and financial brokerage industries. It is based in Montbrison, France.
APITREES

Belgium

The company APITREES, is a Service Provider, which operates in the Landscape architecture - consultants industry. It also operates in the parks and garden planning, Wealth management, design and evaluations, and education and training industries. It is based in Hacquegnies, Belgium.
BANQUE DEGROOF LUXEMBOURG

Luxembourg

The company BANQUE DEGROOF LUXEMBOURG, is a Service Provider, which operates in the Banks industry. It also operates in the Investment consultants, finance, Investment consultants, Wealth management, and life insurance industries. It is based in Luxembourg, Luxembourg.
BANQUE RAIFFEISEN

Luxembourg

The company BANQUE RAIFFEISEN, is a Service Provider, which operates in the Banks industry. It also operates in the Capital investment, Insurance, Investment consultants, Wealth management, Capital investment, Insurance, and Investment consultants industries. It is based in Leudelange, Luxembourg.
AVANZA ECONOMISTAS

Spain

The company AVANZA ECONOMISTAS, is a Service Provider, which operates in the Business Consultancy industry. It also operates in the Wealth management, accounting consulting, work advice, and tax consultants industries. It is based in Oviedo, Spain.
FINANCIÈRE DES PROFESSIONNELS

Canada

The company FINANCIÈRE DES PROFESSIONNELS, is a Service Provider, which operates in the Financial advisers industry. It also operates in the Wealth management, appraisals and insurance consulting executors of wills and fiduciary administrators, and financial planning and accounting industries. It is based in Montreal, Canada.