Skip to main content

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

View the full factsheet:

Iza Global Balanced Fund

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

View the full factsheet:

Iza Global Equity Fund

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

View the full factsheet:

Sign up to our newsletter!

Keep updated on how best to create wealth and protect it for the future.

Signup to our newsletter

Featured In

We are proud members of these professional organizations

Latest News

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…

Market Commentary – August 2024

| Monthly Report | No Comments
The month of August 2024 brought both volatility and opportunities for diversified investors. Global equities faced turbulence early in the month due to disappointing US economic data...

Market Commentary – July 2024

| Monthly Report | No Comments
Earnings season in the US saw mixed reactions. Four of the ‘magnificent seven’ tech giants reported results, but broadly, investors appeared underwhelmed...

Mid Year – June 2024

| Quarterly Report | No Comments
The second quarter of 2024 built on the successes of the first, with risk assets delivering another set of positive returns to investors. Economic momentum carried over from the first…