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

Protecting & Generating

Global Wealth

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

The Iza Offshore Portfolios

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

Liontrust Sustainable Investment Q4 2022 Reports

| In The News | No Comments
We are hosting an investment discussion with Lionstrust via Teams.

Fundsmith (Terry Smith) Update Webinar Replay

| In The News | No Comments
Terry Smith discusses the current market environment, recent performance and portfolio changes. Watch the webinar replay.

the Scottish Mortgage website

| In The News | No Comments
View the Scottish Mortgage website for more insights & updated investment information.

Fourth Quarter – December 2022

| Quarterly Report | No Comments
2022 was a year for the history books, it was the first year since the 1870s that both U.S. stocks and long-term bonds fell more than 10% in the same…