Working with others to provide extra security for you
For many years, expatriate investors have needed to work out for themselves who can be trusted to build and manage their wealth management plan. Financial advisors were numerous, and all claimed to be better than the others and, of course, more
trustworthy. While no one wants to go through another financial meltdown as we did recently, at least the disaster exposed many companies who weren’t everything they said they were.
Out of these troubled times, we now see a more professional and organised industry appearing, with tighter regulation and better co-operation between reputable financial management organisations.
Seeing a need to demonstrate to clients this more professional approach, and in an effort to help investors make informed and sensible decisions, Imperius Asset Management teamed up with other forward thinking organisations to create the Federation of European Independent Financial Advisors. FEIFA’s golden-globe, emblem is rapidly becoming the ‘kite mark’ for regulated and secure wealth management organisations in Europe. read more
Out of these troubled times, we now see a more professional and organised industry appearing, with tighter regulation and better co-operation between reputable financial management organisations.
Seeing a need to demonstrate to clients this more professional approach, and in an effort to help investors make informed and sensible decisions, Imperius Asset Management teamed up with other forward thinking organisations to create the Federation of European Independent Financial Advisors. FEIFA’s golden-globe, emblem is rapidly becoming the ‘kite mark’ for regulated and secure wealth management organisations in Europe. read more
Professional pensions & retirement advice
At Imperius Asset Management we appreciate just how important it is to consider retirement funding as part of a wealth management plan, and we also know the dangers of finalising the plans without a thorough review by a pensions specialist.
With regular press announcements of pensions fund deficits and collapses, many people will be approaching the end of their working life with insufficient capital and savings to support their planned lifestyle in retirement.
We feel that this gives us a special responsibility, and have partnered with a panel of pensions advisors to make sure that we can do all that we can to help you make the most of their entitlements and the preferential opportunities open to our expatriate clients.
We feel that this gives us a special responsibility, and have partnered with a panel of pensions advisors to make sure that we can do all that we can to help you make the most of their entitlements and the preferential opportunities open to our expatriate clients.
Effective back office solutions
The back office operation of a thriving financial services business is both complex and demanding – so much so that it can often distract very capable advisors from their principal activities. As a growing wealth management organisation, we soon
realised that it is more important to spend time with our clients and their financial plans, than to build and maintain the structures that are necessary for our services to be delivered.
Many in our industry will tell you that it is not possible to outsource the back office functions of their business, and in most cases this might very well be the case. Indeed, it took us a long time, and a great deal of effort, to develop a relationship with Intelligent Back Office Solutions Ltd, a specialist financial services consultancy, that we trusted to partner us in delivering our wealth management solutions.
We have been working with iBOS for over a year now, and during this time we have developed a partnership and trust that gives our directors and consultants the freedom to spend more and more time meeting clients and managing their financial plans. read more
Many in our industry will tell you that it is not possible to outsource the back office functions of their business, and in most cases this might very well be the case. Indeed, it took us a long time, and a great deal of effort, to develop a relationship with Intelligent Back Office Solutions Ltd, a specialist financial services consultancy, that we trusted to partner us in delivering our wealth management solutions.
We have been working with iBOS for over a year now, and during this time we have developed a partnership and trust that gives our directors and consultants the freedom to spend more and more time meeting clients and managing their financial plans. read more
Qualified and innovative investment advisors
One of the greatest dangers to a wealth management plan comes from unqualified
and ill-informed individuals selecting the underlying investments making up the ‘growth’ part of your life assurance policy.
While our consultants have a very good understanding of the funds used in our portfolios, we do not rely on their judgement alone when selecting and reviewing the final mix.
This is the role taken on by our partners at Novium AG, a specialist investment advisory based in Zurich, Switzerland. Constructing, reviewing and managing funds are the things that they have been doing for a very long time, and we know that our clients have a better financial future by including them in our team. read more
While our consultants have a very good understanding of the funds used in our portfolios, we do not rely on their judgement alone when selecting and reviewing the final mix.
This is the role taken on by our partners at Novium AG, a specialist investment advisory based in Zurich, Switzerland. Constructing, reviewing and managing funds are the things that they have been doing for a very long time, and we know that our clients have a better financial future by including them in our team. read more
