Our

Clients

At IWG we understand the issues faced by international professionals because our advisors have many years of international experience themselves. Our founders have specialized in investment management and financial planning for international professionals since 2002. 

Our clients

European Nationals

As most of our advisers are bi-lingual Europeans who have worked in many European countries, we bring a unique financial planning and investment management service to European residents.  We can take advantage of global investment opportunities and offer investment accounts in multi-currencies.  
Many of our clients require a financial plan that considers relocation in retirement and we can offer the support needed to navigate the retirement and taxation issues in another country. 

Our clients

International Investors

At IWG we understand the issues faced by the International professional working abroad on a very personal level. Our advisors and founders have many years of international experience themselves with specialized knowledge in investment management and financial planning. Our global network of financial planners and our network of cross-border specialists in complementary financial fields such as taxation, insurance, banking, and estate planning, can offer comprehensive cross-border financial services to our clients. 

Our clients

Americans Abroad

The financial issues faced by American expatriates differ from those of US residents in certain very important respects. Investment account management, taxation, estate planning, currency transfers and hedging, as well as global investment diversification are important considerations for US citizens living abroad. Of further concern, especially for US taxpayers living abroad, is the increasing complexity of regulations that limit access to various investment products and accounts.

Plan

Investment account management

We offer a full suite of investment management services to US citizens living abroad and non-US residents with US investment accounts. 

Diversifying

Global investing

Most financial advisors focus on investment markets in the region in which they are located, allocating only a small percentage to international investments thus exposing clients to potentially unfavorable currency fluctuations.  We take advantage of global investment opportunities and our investment accounts are multi-currency. 

Our clients

British abroad

The financial issues faced by British professionals working abroad have become a little more complex with the anticipation of Brexit. We have a large base of British clients who live abroad who hold assets at home and abroad. We advise our clients across a wide range of issues including investment account management, taxation, estate planning, currency transfers and protection. Of further concern, especially for the British living abroad, is the potential of increasing complexity of regulations around pensions, pension transfers and retirement planning.

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.

International Wealth Group

Transparent international financial solutions that offer genuine value and professional financial management to a globalized professional workforce.

Contact

Get In Touch!

Monday - Friday: 8 am - 5 pm

SOBOH HOUSE 377

28th  October Street, Neapolis

3107 Limassol, Cyprus

Annual publication of information on the identity of execution venues and on the quality of execution

According to the Commission Delegated Regulation (EU) 2017/576 of 8 June 2016, IWG as an investment firm makes public on an annual basis, for each class of financial instruments, the top five execution venues in terms of trading volumes where they executed client orders in the preceding year and information on the quality of execution obtained. This report relates to year 2019.

I.W.G International Wealth Group Ltd Pillar III Disclosures ReportYEAR ENDED 31 DECEMBER 2019

Prepared in accordance with Section 4 (Paragraph 32) of the Directive for the prudential supervision of investment firms which implements the CRR and the European Directive 2013/36/EU (the “CRD IV”), as well as the relevant provisions of new Law 87(I)/2017 (the “Law”), as amended.

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.