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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

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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

Market Commentary – March 2025

| Monthly Report | No Comments
The first quarter of 2025 reminded investors that markets don’t move in straight lines, and neither do geopolitics. After years of U.S. outperformance, markets have entered a new regime shaped…

Market Update on Tariff Sell-off

| In The News | No Comments
Since our initial communication, post President Trump’s announced sweeping tariffs on 2 April, global markets have endured a fortnight of policy-induced chaos. We’ve seen violent market swings, sharp bond yield…

Market Watch as of 2025/03

| In The News | No Comments
March closed out the first quarter on a constructive note for local investors, with the FTSE/JSE All Share Index returning +3.6% for the month and +5.9% year-to-date. However, while headline…

Tariff War Sell Off

| In The News | No Comments
The past week has brought significant market volatility, with investor sentiment shaken by a new wave of tariffs announced by the Trump administration. While moments like these are unsettling, they…