Investment and wealth management

Investment and wealth management services are offered by Axis Strategy Consultants to investors worldwide.Our aim is to provide both comprehensive and professional solutions that satisfy the diverse requirements of expatriates.

Portfolio Management

Axis Strategy Consultants have established relationships with a number of leading international life assurance companies, fund management groups in the offshore banking centres of Dublin, Luxembourg and the Isle of Man. As a result, Axis is able to offer clients a wide range of quality investment and wealth management products tailored to their needs.

The Personal Portfolio Bond

The ‘Personal Portfolio Bond’ is the flagship product of the offshore banking industry. It offers clients the level of service and wealth management facilities normally associated with private banks and high net worth individuals. A portfolio bond may hold a combination of assets such as shares, unit trusts, fixed interest securities and cash deposits. All recommended securities are quoted on the world’s major stock exchanges. Many of the transactions are carried out on beneficial terms with investment houses resulting in substantial discounts on charges.

Features & Benefits of Portfolio Bonds

  • Ability to hold an extensive choice of assets in your portfolio.
  • You benefit from tax efficient growth on your savings.
  • You have access to a wide range of leading fund managers.
  • Easy access to capital – total or part surrender at any time with the option to take regular withdrawals
  • Paperwork is kept to a minimum

Client Services

Axis offer investment and wealth management services to expatriates in accordance with their specific requirements.

Clients can access their portfolio online by visiting our business partner websites; alternatively interim portfolio valuations can be generated in-house by Axis and emailed to the client within 24 hours.

You can take the first step towards the construction of your investment portfolio by contacting us. If you would like assistance with your investment strategy, please go to Financial health-check

Once you have submitted the form to us, one of our consultants will contact you to discuss your specific investment needs.

Contact Us

If you have any further queries, please contact us on:
support@axis-finance.com