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

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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

View the full factsheet:

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Latest News

Iza Wealth Forex

Market Commentary – July 2022

| Monthly Report | No Comments
Earnings pushed back the bear in July, with the S&P 500 ending the month up 9.19% (USD). The Dow Jones Industrial Average (.DJI) rose by 6.73% (USD) for the month…

Scottish Mortgage discussion with Claire Shaw

| In The News | No Comments
Connect to the Scottish Mortgage discussion with Claire Shaw on Zoom.

Market Warfare: Iza Wealth hosts Greville Ward, Senior Partner at Fundsmith

| In The News, Our Investment Approach | No Comments
Greville Ward, Senior Partner at Fundsmith, discusses the current market battles.
Iza Wealth Durban

Second Quarter – June 2022

| Quarterly Report | No Comments
Quarter 2 2022 continued the downward movement seen in Quarter 1 with both shares and bonds coming under increased pressure in the second quarter as investors moved to price in…