Wealth Management

We want you to feel secure. We provide in-depth financial planning and investment management services while taking the time to learn about you. We combine our expertise and strong family values to support you and help you reach your goals.

We emphasize

Create Wealth

Each person is unique. This is something we understand at Key Overseas Investments and before we advise you, we believe in spending some time getting to know you. We believe we owe it to you to understand your plans, your values, and your aspirations. Creating wealth underpins a lot of this. Finances or capital in itself are meaningless.

Wealth is a symbol that means different things to different people. It could mean freedom, security, independence, empowerment, status, relaxation, leisure opportunity, and much more. The problem with money is it can easily become eroded over time by taxation, the rising cost of living, and all the unforeseen or unexpected challenges we may need to face in life.

At Key Overseas Investments our team will work with you on developing a financial life plan. Your blueprint will be unique to you. We believe in working in partnership with you and ensuring that we understand you first before any advice is given. Our advice will then be based on goals that are meaningful to you, not vague ideas. Life is full of change and therefore we will stay in regular contact and work with you, adapting your plans to your life when needed.

Preserve Wealth​

Preserving wealth is as important as generating it. Key Overseas Investments will aim to ensure you can manage change. These can be changes that come about in your own life or changes in the wider world that can directly impact you and your plans. It goes without saying that throughout your life your money will inevitably be under siege from change – changes in the economy, tax laws, inflation rates, or changes in your own life; marriage, children, your career, etc.

Many of these changes can happen simultaneously. When they do, they need to be factored into your wealth management planning. At Key Overseas Investments our advisers can help you navigate through a sea of changes and prepare you better for the highs and lows that we are faced with. Ongoing planning and risk management play a key role in ensuring your plans and goals remain on course – regardless of what life throws at you

Pass on Wealth

Passing on your wealth is a deeply private and personal gesture to your loved ones and family. We would hope that you will enjoy the benefits of both worlds – enjoying your wealth now with the people you love and care for. However, it is also important to ensure that your wealth is protected so your loved ones can continue to benefit from your hard work – and not the taxman. Estate planning will make this possible. For this, you need expert professional tax and legal advice to keep your wealth together once you have passed on.

Key Overseas Investments has the know-how to help you with this challenging task. We work closely with specialist tax consultants and solicitors that have in-depth knowledge and years of experience in assisting people to plan their estates and minimizing tax burdens. As with most financial planning, the earlier you begin this process, the simpler it will be in the long run.

Innovation in wealth management has taken its time, but it’s affecting all players involved:

But innovation -as its name suggests- never stops. Every year, wealth and asset managers face new trends. Some of them lose strength, but others end up becoming key and shaping the industry.
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