Wealth Management
Wealth management is the process of managing financial assets and investments for individuals and families. It includes financial planning, investment portfolio management, and a range of other financial services.
Wealth Management & Advisory Services
Wealth management is a specialized financial service that is designed to help high net worth individuals manage and grow their wealth. It is typically provided by a team of financial professionals, who work together to develop a customized plan to meet the specific financial needs and goals of their clients.
There are many different components that make up a wealth management plan. These may include financial planning, investment portfolio management, estate planning, tax planning, and risk management. The goal of these services is to help clients maximize their wealth, while also minimizing risk and ensuring that their financial affairs are in order.
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One of the main advantages of wealth management is that it is highly personalized. Each client's plan is tailored to their specific financial situation, goals, and risk tolerance. This allows clients to make informed decisions about their wealth and achieve their financial objectives in a way that is suitable for their individual needs.
Wealth management services are typically provided by financial institutions, such as banks, investment firms, or wealth management firms. Ormiga Capital the resources and expertise to provide a range of financial services to their clients, including investment advice, asset allocation, risk management, and tax planning.
If you are a high net worth individual looking to manage and grow your wealth, a wealth management service may be the right choice for you. By working with a team of financial professionals, you can ensure that your financial affairs are in order and that you are making the most of your wealth.
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Independent Advice
Ormiga Capital is proudly independent and Appointed Representatives of Lawsons Network AG, giving us global licensing and access to financial companies such as RL360, hansard Worldwide, Morgan Stanley, Society Generale, BBVA and MetLife in globally recognized jurisdictions such as Isle of Man, Switzerland and Luxemburg.
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There are several benefits to using an independent financial adviser:
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Expertise: An independent financial adviser has the knowledge and expertise to provide personalized financial advice based on your unique circumstances and goals.
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Objectivity: An independent financial adviser is not tied to any specific financial product or company, so they can provide unbiased advice.
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Comprehensive advice: An independent financial adviser can provide a wide range of financial services, including retirement planning, estate planning, and risk management.
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Convenience: An independent financial adviser can save you time and effort by handling all of your financial needs in one place.
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Ongoing support: An independent financial adviser can provide ongoing support and guidance to help you make informed financial decisions throughout your life.
Overall, using an independent financial adviser can help you make better financial decisions, manage your money more effectively, and achieve your long-term financial goals.
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Holistic Advice
We take a holistic approach to wealth mangement bringing a range of products and services to the table to ensure true understanding and management of your financial goals and objectives. Advice includes, but is not limited to, the following:
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Financial planning
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Cash flow analysis
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International banking
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Debt advice
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Life and medical insurance
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Real estate
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Portfolio construction, management & rebalancing
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Children's savings plans
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Retirement analysis and planning
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Risk assessment
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UK pension advice and transfers
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401k/IRA retirement plan consolidation and advice
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Trusts
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Estate planning
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Foreign exchange
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Family office services
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Residency and citizenship by investment
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If you would like to know more about wealth management services please get in touch using the email below or complete the contact form and an adviser will be in touch.