Select Page

WEALTH & INVESTMENT ADVISORY

In conjunction with regulated professional partners we offer an exciting wealth management proposition which includes the following:

Investment Services & Asset Management

Fully independent and tailored advice to help achieve your financial objectives and lifetime goals, whether these may be to preserve your wealth, create wealth and grow your capital or generate an income in the most tax efficient manner.
Access to whole of market, onshore and offshore investment solutions, which can facilitate direct bond and equity holdings, as well as collective investment schemes such as funds, (including exchange traded funds (ETFs) and structured products.
Services are available to individuals, trusts and companies.

Retirement Planning

We are experts in cross border financial restructuring and can procure professional advice to design a retirement plan tailored to your specific circumstances, retirement needs and future tax residency. This may include specialist product areas, such as Qualifying Recognised Overseas Pension Schemes (QROPS) and Qualifying Non UK Pension Schemes (QNUPS).

Estate & Tax Planning

Expert financial advice on how to best structure your assets to eventually pass on your wealth in the most tax efficient manner.

Need support? Contact:

Joanne Rodriguez

FCCA

Senior Manager

Abacus Gibraltar