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How We Work.
Our Mission & Values
International Wealth Group (IWG) was born out of the need for transparent international financial solutions that offer genuine value and professional financial management to a globalized professional workforce.
Financial Services
Don’t let the complexities of your financials burden you any longer.
Portfolio Management
A diversified investment portfolio will help smooth out the volatility that sometimes comes with investing in financial markets. Understanding a client risk profile is the starting point to building a solid portfolio and it is important to consider the time frame for the proposed investment. It may be that you are saving for retirement or for a shorter term objective like saving towards children’s education or for a holiday home? With each client portfolio whatever their goals or attitude to risk, what is key to a diversified portfolio range of investments across a number of asset classes.
Retirement Plans
Your retirement income needs to be sufficient to enable you and your dependents to live in the style to which you are accustomed. Starting young is always best, this allows you to build up a retirement fund over years, benefiting from compounding and time in the markets. Reviewing different pots and consolidating what you hold is often what needs to be done if you have worked for a number of different companies. Active management will keep your pension growing and ensuring a future that meets with your expectations.
Life Style Transition Management
When you are faced with an event that changes your lifestyle and demands a re-evaluation of your financial plan, that is a good time to speak with an IWG advisor.
US Expatriate Issues
Increasingly US & European financial institutions are limiting their services for non-US residents due to reporting requirements however here at IWG US clients are welcome.
Risk Management
Risk management is the cornerstone of a successful investment program. Proper use of diversification, hedging, and asset allocation strategies can allow you to protect your investments and optimize returns given your risk profile.
Investment Management
Investment and financial planning
The IWG investment and financial planning process consists of six steps that result in a comprehensive investment strategy that takes into account your financial goals as well as market and economic conditions. For many people the most important consideration when it comes to investing their savings is not whether they outperform a benchmark or index – it is whether they ultimately reach their financial goals. These goals might pertain to retirement planning, providing for loved ones, safe-guarding a family legacy, or other important issues.
Contact
Get In Touch
To arrange a complimentary initial meeting with one of our wealth managers or ask a question please fill out the contact form below.
We will respond within 24 hours.
I.W.G. International Wealth Group Ltd (IWG) is authorized and regulated by the Cyprus Securities and Exchange Commission,
License no. 380/19 as a Cyprus Investment Firm. Regulation & Client Protection
The value of any investment may go up or down in value, information on past performance does not guarantee future performance, the use of historical data does not constitute a binding or safe forecast as to the future performance.