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

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Latest News

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…
Iza Wealth Looking from a Different Perspective

Market Commentary – February 2022

| Monthly Report | No Comments
Financial markets experienced a challenging February as it grappled with the repercussions of the Russian invasion of Ukraine. During the first half of the month, investors were concerned that global…

The impact of the Russian and Ukraine conflict on global markets

| In The News | No Comments
Global financial markets have been sent reeling following decades-high US inflation and an increasingly hawkish interest rate hike outlook. The Ukrainian invasion by Russia has exacerbated market volatility and pushed…