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

Monthly Commentary – October 2021

| Monthly Report | No Comments
“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” –Benjamin Graham; author of The Intelligent Investor Global Market Overview After retreating in September, stocks regained…
Iza Wealth Investment Planning

Q3 Market Commentary – September 2021

| Quarterly Report | No Comments
Global Market Overview – 3rd Quarter 2021 Developed market equities were broadly flat over the third quarter following a decline in September that erased the quarter’s prior gains. Year to…
Iza Wealth Associates

Monthly Commentary – August 2021

| Monthly Report | No Comments
“In investing, what is comfortable is rarely profitable.” – Robert Arnott Global Market Overview Strong economic data came through during August, though much of the developed world appears to be…
Iza Wealth Privacy Policy

Monthly Commentary – July 2021

| Monthly Report | No Comments
“Buy good companies, don’t overpay and do nothing.” – Terry Smith, Fundsmith CEO & Founder Global Market Overview The global economic recovery continued in July, with the vaccine rollout making…