Skip to main content

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

Iza Wealth Estate Planning

Market Commentary – August 2023

| Monthly Report | No Comments
U.S. equities finished lower in August as the S&P 500 and Nasdaq-100 Indices posted their first monthly declines since February. The “Magnificent Seven,” responsible for over 75% of the Nasdaq…

3 reasons why I’m rushing to buy more Scottish Mortgage shares for my ISA

| In The News | No Comments
Paul Summers recounts why he's keen on increasing his stake in Scottish Mortgage shares, despite the last two years or so having been tough for current share owners.

Nomura Client Presentation August 2023

| In The News | No Comments
A recording of the Nomura Client Presentation, presented on 10 August 2023
Iza Wealth Forex

Market Commentary – July 2023

| Monthly Report | No Comments
Market sentiment remained positive in July, buoyed by a drop in developed market inflation and resilient GDP data. This raised hopes for a soft landing and supported a broad rally…