Wealth management

Stability and comfort comes from the market and our clients

Wealth Management

Abacus Wealth serves the investment planning and wealth management needs of clients across Europe, including (but not limited to) Gibraltar, UK, Ireland, Spain and Portugal. We aim to provide the best advice in all cases to ensure that the highest standards of probity and professional investment decision-making are maintained. The core areas of financial advice offered include portfolio investments, mutual funds, life assurance, pension transfers, retirement planning and cash flow forecasts for both private individuals and corporate clients.

Abacus Wealth prides itself on its duty of care to clients. We are strong advocates of the modernisation of financial and investment services in line with current technological developments, fee transparency and the cost savings that these provide to clients. Our independence ensures a full focus on client needs, acting only in your best interests through the provision of unbiased, transparent and independent advice.

Keypoints

Multi-jurisdictional investments

Protecting, preserving and growing your wealth

Onshore and offshore investment advice

Pension and retirement planning solutions

Moving overseas – tax residency options

Expert, tailored, independent financial advice

Transparent, upfront, easy to understand fee structure

Contact Us for guidance

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Latest topics

Spain – Gibraltar Tax Treaty

In March 2019 Spain and the UK, acting on behalf of Gibraltar, agreed the text of a tax treaty (‘the Treaty’) to resolve issues regarding the tax residence of both individuals and companies and to improve cooperation and exchange of information between Spain and Gibraltar on matters of taxation.

Auto-enrolment in Gibraltar is coming. But is it enough?

For most people, that will sound like a largely irrelevant and unpleasantly technical question. Little do they realise just how important it will be to them when they start to think about retirement.

Call to action: Gibraltar Employer Pensions

At Abacus, we have over 40 years experience in assisting clients with their financial arrangements in Gibraltar, meaning that we can assist you on your best possible options.

Wealth Management

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“Protect your wealth and grow your assets with us”

Joanne Rodriguez - DipFA Associate Director