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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Iza Wealth Cape Town

Market Commentary – May 2022

| Monthly Report | No Comments
After a difficult April, investors gained some relief thanks to a brief market rally over the last few days of the month. The rally saw the major stock indices end…

The Inflationary Effect on the Markets

| In The News | No Comments
US inflation is running hot, and the US stock market is cooling down. Despite what some pundits would have us believe; the US remains the most important economy globally.
Iza Wealth International Retirement

Market Commentary – April 2022

| Monthly Report | No Comments
The start of a new quarter did not bring a new market perspective unfortunately. March’s positive performance was followed by extremely poor performance in April. Pessimism remains, with slight earnings…
Iza Wealth Our Portfolio

First Quarter – March 2022

| Quarterly Report | No Comments
The global economy remained unsettled in March. The Russia/Ukraine conflict continued unabated despite hopes for a full ceasefire agreement. Inflation continued its upward trajectory globally, with the latest reading for…