Investment Solutions

Equities represent the largest and most volatile of all asset classes, and they are also the type of investment most familiar to the general public. The sub-divisions of equities include shares, stocks, funds, derivatives, and hedge funds, all of which are commonly featured on TV through various charts. The growth potential of these investments is very subjective and depends on a variety of factors.

We provide financial solutions for equities investing, available on a lump sum basis with a minimum investment of USD 50,000, or through a monthly saving plan starting at a minimum of USD 500 per month. These options are beneficial for creating an investment portfolio focused on retirement planning, education or university funding, and short-term savings. However, it is advisable to consider this investment for the medium to long term, typically ranging from 10 to 25 years, as shorter terms can be costly. Generally, equities are a liquid investment, meaning you can access your funds, though penalties may apply depending on the investment duration. Please note that charges will apply to any equities investment solution.

Everyone is aware of property as an investment, but many may not fully grasp the benefits of leveraging their money with property investments. By obtaining a loan (mortgage) for approximately 70% of the property value, you can invest with just a 30% deposit of your own funds. Additionally, there are financial solutions available that allow you to purchase property with only a 5% deposit, with the remaining 25% paid off monthly over a 2-to-3-year build period, meaning buyers don't need to use significant personal capital.

We offer a variety of property investment options throughout England, and occasionally in other parts of Europe. The UK (England) stands out as the premier location for property purchases due to its strong legal system, where the landlord is prioritized, excellent infrastructure, high population density, and a growing population. With nearly 1 million homes in deficit, this situation drives rental yields upward and fosters capital growth. Unlike more volatile asset classes such as equities, property tends to maintain stability, despite occasional market fluctuations. Historically, property values in England have doubled every 7 to 10 years, making it a solid addition to your investment portfolio. However, keep in mind that property is an illiquid investment, requiring time to sell.

The minimum investment required is either 30% of the property's value or a 5% down payment, with the remaining amount paid off during the build period. Please note that fees apply to any property investment solution.

A great investment to diversify your investment portfolio away from the two mentioned above. The offering we have is in USA Land; our partners hold the land for property developers and sell it off over 3 to 6 years as and when developers need to build more houses. 

It’s a guaranteed fixed income solution with no volatility, making it an attractive option among various asset classes. Returns range between 15% to 19% IRR per annum depending on the project. Capital is paid back over the term (3 to 6 years), plus the interest annually. As it is a fixed-term investment, this means it is an illiquid investment, and money is tied up for the agreed term. The minimum investment is USD 50,000, with zero entry fees, zero exit fees, and zero platform charges.

Corporate Bonds are an essential component of diversified asset classes in an investment portfolio. We have access to three different providers that offer Fixed Term Investments with guaranteed returns over 2 years. One of the Bonds is particularly favorable, providing a 24% return deferred over 2 years, or 5% every 6 months. These Bonds are also known as Loan Notes, as they effectively function as an IOU. The minimum investment required is 25,000 GBP, with zero entry fees, zero exit fees, and zero platform charges, making them an attractive option in our financial solutions.

We offer a variety of financial solutions that explore different asset classes, tailored to meet your personal needs and goals for an optimized investment portfolio.

We offer a range of Protection Products including Term Critical Illness Cover Insurance and Life Insurance, which are recognized as retail financial solutions. Additionally, we provide HVLI (High Value Life Insurance), a specialized investment solution designed for (U)HNW individuals. This option enhances investment portfolios with various asset classes, offering benefits such as Wealth Preservation, IHT advantages, tax-free income, guaranteed growth, Key Man Protection, and Business Continuity. Please note that fees apply to all insurance solutions.

We offer CBI (Citizenship by Investment) solutions and residency solutions in many countries around the world, often referred to as alternative passports. The two most favored options are the Portuguese Golden Visa and the US EB-5, both of which serve as cost-neutral passport opportunities and provide attractive returns on investment. These financial solutions are ideal for enhancing an investment portfolio. Other options available in various countries, particularly a few in the Caribbean, require a one-off payment of around USD 150k, after which the investment is not recoverable. However, the benefits of holding additional passports are significant, providing advantages in terms of tax efficiency and freedom of movement, which can be viewed as valuable asset classes.

We have a wide range of contacts in various financial related areas, allowing us to provide tailored financial solutions. For instance, we can introduce clients to other banks, assist with wills, offer FX exchange services, help with mortgages, and provide taxation and trust advice. Whether you're looking to diversify your investment portfolio or explore different asset classes, we can recommend the right solution for anything financially related.