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Wealth Management

WMG provides a full spectrum of wealth management services to manage, protect and grow client wealth.

WMG Wealth Management provides the following services:

  • Discretionary and non-discretionary managed accounts in UK, Swiss and SEA banks and financial institutions
  • Investment advisory services
  • Wealth structuring, succession planning and asset protection
  • Creation and administration of special legal entities (trusts, foundations, companies and partnerships)
  • Access to trusted legal and tax advisors, insurance brokers and other financial institutions
  • Personalised client services
  • Relocation services:
    • Assistance in obtaining investor visas
    • Liaising between lawyers, tax advisors and financial institutions
    • Account opening at private banks and investment managers

Family Offices

WMG operates an independent multi-client family office to families with complex ownership and asset structures. We provide comprehensive advice which goes beyond traditional account management. Confidentiality and discretion are at the heart of the family office service and in accordance with regulatory requirements all client funds are managed by independent custodians in segregated accounts.


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