Advisory Services
Ingenium was established to bring a welcome fresh approach to client focused financial planning. Having amassed many years of experience in the worlds investment markets and gaining intricate knowledge of how to make the best out of the increasingly and ever- growing opportunities for investment. Our professional client advisors they will help you identify and execute your wealth management goals in the most cost effective and timely manner possible. You will find that they listen carefully and seek a long, rewarding, postiive working relationship.
Understanding
Your Overall Position
We believe it is crucially important to understand our client’s overall wealth position and we take the time to carefully structure appropriate recommendations that take account of your financial framework, looking at all sides of your financial position from cash and investments to mortgage debt and other financial obligations.
Flexible Personalised Approach
Each and every one of our clients is different, they built their wealth in various ways and they all have different and unique requirements for managing their wealth. They may also have the benefit of youth and want to start to create an asset base that will enable them choices regarding how long and when to work, later on in life. We therefore have a strong focus to provide individual and personalised advice and recommendations which we tailor towards the specific needs of each of our clients. Risk profiles vary enormously and we aim to provide flexible alternatives for investment whilst helping our clients structure for retirement purposes as well as to protect their wealth.
Best of Breed
Recommendations
Having built up long term relationships with many of the world’s pre-eminent investment houses, Ingenium prides itself on delivering tailored outcomes which redefine the definition of excellence in wealth management. Through our timely analysis and navigation of the global investment markets we bring our high net worth individuals, families and institutional investors the very best opportunities available for investment.
Staying the Course
Your Advisor attaches great importance in understanding your precise needs and long-term wealth management goals and draws upon the decades of built-up established and innovative wisdom to provide flexible and objective recommendations whilst recognising the need for immediacy in implementation.