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Iza Wealth Looking from a Different Perspective Iza Wealth Looking from a Different Perspective Iza Wealth Looking from a Different Perspective
We see investments from

A Different Perspective

As an independently owned financial advisory company, Iza Wealth has the freedom to offer objective specialist offshore financial advice and services to both individuals and families. Taking a long-term view, we guide our clients through the complex, ever-changing world of global finance and regulation.

With skilled wealth managers who specialise in generating and protecting wealth, and our international network of partner organisations, we’re able to offer our clients a wide range of carefully structured wealth solutions. At Iza Wealth, we’re committed to best-in-class service, understanding the value of personal, face-to-face interactions with our clients.

Iza Wealth Global Wealth

Iza Global Stable Portfolio

Portfolio Managers: Iza Capital Partners
Risk rating: Medium to low
Target Return: UK CPI +3
over a rolling 3 year period

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Iza Global Balanced Fund

Portfolio Managers: PIM Capital Management
Risk rating: Moderate-High
Target Return: UK CPI +5
over a rolling 6 year period

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Iza Global Equity Fund

Portfolio Managers: PIM Capital Management
Risk rating: High
Target Return: UK CPI +7
over a rolling 6 year period

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Latest News

Market Commentary – October 2024

| Monthly Report | No Comments
Global markets were marked by high levels of volatility and risk aversion in October. The US presidential election and rate cut expectations played a prominent role in shaping investor sentiment.

Trump and What To Expect

| In The News | No Comments
Given the inherent volatility Trump's new policies could introduce, diversification remains crucial. Adjusting exposures is prudent, but it’s equally important to avoid short-term, reactionary decisions.

Market Watch as of 2024/10/31

| In The News | No Comments
With Donald Trump's re-election on November 4, 2024, markets are responding to the potential implications of his policies, which prioritize economic growth through tax cuts, deregulation, and robust domestic industry…

Third Quarter – September 2024

| Quarterly Report | No Comments
The third quarter of 2024 proved to be a dynamic period for global markets, with significant developments across equities and fixed income assets. The combination of cooling inflation, the initiation…