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To be an efficient and effective wealth management organisation we need to be in partnership with others if
we are to deliver an excellent service to you. To achieve this, we have spent time and resources selecting
and forging agreements with top specialists and providers to complete the team that will support you
throughout our relationship with 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.
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.
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.
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.
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.
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.