The advantage of the services offered by International Money Management and GLOBAL PORTFOLIOS is independence. This is extremely important to anyone who is considering their Personal Financial Planning strategy.
GLOBAL PORTFOLIOS CO LTD is truly independent. We deal with:
- Asset Managers
- Banks
- Insurance Companies
- Trust Companies
- International Accounting Firms
The whole concept is simply to use the “Best of the Best”. This is the primary reason that this website does not use “links” to the financial institutions that we have relations with; quite simply, many of the products and services that they offer are not always the best available. This is understandable because, obviously, no individual financial institution will be the leader in every single product they offer. GLOBAL PORTFOLIOS picks the “plums”.
The company is dedicated to providing the optimum solution for every client’s needs. These solutions will vary from individual to individual. There is never an approach on the basis of “one size fits all”.
We believe that a website of this nature is merely the broadest of introductions. Therefore, it is intended to be concise; Personal Financial Planning cannot be solved via the internet. As the name suggests, it is personal.
That stated our services include the whole world of financial investment. This can include investments in:
Commercial Property
- Bonds
- Equities (Stockmarket). This can be on a sector level i.e. energy, national i.e. US, UK, Australia, etc. Regional i.e. Europe, Asia, etc, or on a global basis. Other approaches can be via small caps, mid caps, large caps, etc. We stress that we are not promoters of equities or, in fact, of any investment sector. Where clients have an aversion to any asset class, it will be excluded. Again, we return to the basic concept; this is Personal Financial Planning with the emphasis on “Personal”.
- Ground Rent and Student Accommodation – These areas will be new territory to the majority of investors but their superior track record and lack of volatility make them worthy of consideration.
- Futures – We offer managed futures solutions but explain the risks. Risk in the investment world is not a measurement of making a lot of money or losing it all. Risk is a measure of volatility.
- Investment funds – including Mutual funds, unit trusts, UCITS, investment trusts, shares and bonds. The number of alternatives runs into many tens of thousands.
GLOBAL PORTFOLIOS also assists clients in many other areas. These include:
- Life Assurance – available were relevant.
- Pension planning, however, this area we avoid the offerings of the insurance companies. Frankly, this is one area where the cost structure of insurance companies is completely uncompetitive. There are better, and more cost effective combined with flexible, approaches available.
- Links to established Independent Financial Advisers (IFA’s) in the UK where clients requiring advice on their UK Pension situation, potential inheritance tax (IHT) and other related areas are assisted.
- Trusts – This is a whole subject unto itself. Suffice to say that we cover all types for all purposes and can recommend a number of substantial corporate trustees in this area.
GLOBAL PORTFOLIOS specializes in Personal Financial Planning for expats. Unfortunately, we cannot deal with individuals who are normally resident in high tax jurisdictions i.e. US, Canada, UK, etc. unless they are seriously considering a change of domicile.
In the modern world, Anti Money Laundering and Compliance issues are unavoidable. We assist clients to overcome these hurdles. However we stress that if funds have resulted from criminal enterprises we refuse to be involved. Conversely, if a client has simply “dodged” the taxman, this is a different issue entirely!
In conclusion, GLOBAL PORTFOLIOS offer an honest, independent assessment of personal financial situations. There is no charge or obligation for a consultation. This is not a high pressure sales organization. Prospective clients, after the initial meeting, are given information to digest and analyse at leisure. We will never contact a perspective client again unless specifically requested; we never “cold call” people.
Thank you for taking the time to visit our website.