Services
Investment Planning & Advisory
Our wealth management services start with an in-depth analysis of your needs and risk assessment, examining both the quantitative and qualitative aspects of risk. We define your investment objectives, design your strategic asset allocation and after careful consultation, we provide you with transparent and personalised investment recommendations.
As an independent investment firm, we have no restrictions on what products and providers we use, which means we can source the best solutions for our clients. We use a range of products including but not limited to unit trusts, investments, share portfolios, retirement products, structured products, forex, and private banking.
Portfolio Management
At Finway International, we are fully licensed to provide our clients with both advice and portfolio management, as asset managers.
Once the investment planning process has been completed, we manage your portfolios according to your unique risk profile and our firm’s investment philosophy. We have a structured investment process that begins with the analysis of trends in global economies and markets, moving to more specific factors such as valuation and sentiment. With our expertise and multi-year experience we can manage portfolios with all investment objectives, from wealth preservation to income generation and capital accumulation.
We manage both Single and Multi-asset portfolios, onshore and offshore portfolios, tailor-made to your preferences. Our solutions are available in most major currencies.
Fiduciary Services
Our team of skilled professionals assists our clients with a range of fiduciary services including drafting wills, administering trusts, tax planning for individuals and corporates, and estate planning.
Wills: We assist with the drafting and setting up of your Will in the correct manner to ensure your heirs do no incur unnecessary estate taxes.
Trusts: We offer a full range of trust services, both locally and offshore, with the objective of preserving and managing your family wealth. This includes but is not limited to setting up, registering and managing trusts, and all tax and administration related services.
Tax Planning: We assist with personal, trust and company tax submissions to minimise the effects of taxes.
Estate Planning: We execute estates in the quickest, most efficient way possible, through effective estate planning to limit unnecessary Estate Duties.
Family Office
Our family office service is a unique premium service that focuses on a complete wealth solution for the family in order to preserve wealth for generations.
Family businesses may require structures for succession planning, such as setting up trusts or foundations for the family assets. Given the complexity of these situations, we assist with aligning interests and managing assets. We have a team of highly skilled professionals that assists families with investment management, financial administration, corporate structuring, estate and tax planning, philanthropic endeavours, succession planning and all other financial requirements.
For families with international assets, we provide the full offshore Trust and Company formation. To protect your wealth, we offer a variety of offshore investments which enable you to shift a part of your tax burden to a jurisdiction with more competitive tax rates. We have associates in Switzerland, Isle of Man, Guernsey, Jersey, Cyprus and Mauritius.