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

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…

Market Commentary – May 2024

| Monthly Report | No Comments
May proved to be a month of positive returns across most asset classes, but with some noteworthy regional variations and underlying economic considerations.

Market Commentary – April 2024

| Monthly Report | No Comments
April emphasized the ongoing concern regarding persistent inflation, which poses a significant threat capable of disrupting the surge in risk assets, a challenge for both equity and fixed income markets.
Iza Wealth Our Portfolio

First Quarter – March 2024

| Quarterly Report | No Comments
The quarter was particularly favorable for developed market stocks, especially growth-oriented ones, which saw a 10.3% return (USD). The US stood out with the S&P 500 climbing 10.6%...