Investment office

iWealth offers high-net-worth individuals investment advisory, wealth management, portfolio management, and consulting services tailored to diverse investment goals. Our team customizes proprietary investment strategies based on detailed information about the client's personal, financial, and investment needs. We allocate assets in various instruments like stocks, bonds, ETFs, derivatives, and more. 

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We provide the following types of services:

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• Investment advisory: Under the investment advisory agreement, we provide ongoing advice for capital allocation, investment decisions and portfolio performance to align with your goals. Our team also educates you on the economic environment, investment landscape and behavioral biases for better financial control. Please note that implementing recommended strategies is typically your responsibility unless we have discretion to trade on your behalf.

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• Wealth Management: iWealth provides tailored wealth management services to maximize your wealth's potential. These services encompass investment advice, asset allocation and its alignment with your lifestyle, wealth transfer strategies, tax-efficient investments, and alternative investment opportunities. We can also provide an independent evaluation of your current portfolio.

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• Portfolio Management: iWealth provides portfolio management services, including investment research, analysis, selection, and management of your portfolio according to the investment strategy. We update the investment strategy as needed due to changing conditions. We can manage your portfolios on a discretionary or non-discretionary basis. As discretionary advisers, we can make portfolio decisions without client consultation, and may adjust asset allocations as needed due to economic, market changes, or client circumstances. If agreed upon, we can manage your portfolios on a non-discretionary basis, where you execute trades and implement the recommended strategy.

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• Cash Flow and Liquidity Management: ability to meet short-term and long-term financial obligations. They are crucial for individuals in ensuring financial stability and solvency.

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• Planning Services: iWealth provides financial planning services tailored to the individual needs of the client. The planning services may include recommendations regarding the types of investment products or securities that may be appropriate for the client to consider, along with various financial strategies by which certain investment recommendations can be implemented.