Infinity offers a wealth management service to clients with accounts typically in excess of US$200,000, or equivalent. By working closely with private banks and wealth management companies, we can provide tailor-made investment management services that will maximize the potential of your portfolio and ensure your specific requirements are being directly addressed.
We offer advice on life insurance policies, trusts, foundations and offshore companies – which can all be useful tools in providing for your family’s future financial welfare and protecting your assets against unforeseen events. We can provide a range of services that ensure that your accumulated wealth is protected and passed on – with minimal cost and loss.
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Regular monthly savings plans are one of the most effective ways to achieve your financial objectives – whether you’re planning for a comfortable and secure retirement, purchasing property, or ensuring sufficient funds are available for your children’s education costs. We are confident that we can source the most effective savings vehicles for all of our clients.
Infinity can help our clients to raise capital against properties in the United Kingdom, the United States, Australia, New Zealand, France, Dubai, Portugal and other countries. In those countries where mortgages are difficult to secure, we can even assist clients in raising loans against investment portfolios and other assets.
We can develop a thoroughly researched investment portfolio to suit your objectives as well as your personal outlook. Those with an appetite for risk – and a tolerance of volatility – can select investments that are focused on delivering impressive returns. Whereas those with less of an appetite for risk, but a desire for growth nonetheless, can enjoy capital guaranteed investments.
We also work closely with leading insurers to offer our clients a wide range of insurance products. Insurance solutions include international and local medical care, income protection, accident and disability insurance, professional indemnity insurance, life cover and critical illness cover. In Thailand and Cambodia we have been able to extend this cover to include general insurance – covering personal possessions such as property, vehicles and belongings.
By working hard to understand our corporate clients’ unique needs, we are well placed to advise companies and organisations on the most effective group pension plans, provident funds, medical insurance and life insurance schemes. We can help businesses to protect their most valuable resource – their employees.
As property can play an important role in a well-balanced and diversified portfolio, we offer our clients access to an impressive portfolio of investment properties throughout Asia, Europe and Australia. You can therefore benefit from our contacts, regional knowledge and in-depth research.
Dealing with financial matters can be a complicated and often confusing business. We therefore offer our clients complimentary seminars, workshops and training courses designed to provide a better working knowledge of the world of finance and the solutions available.
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