About Montagu Mayer
Welcome to Montagu Mayer, one of the world’s leading providers of international wealth management. From our modest beginnings, we have grown into a full holistic service wealth management company, providing an inclusive yet uniquely tailored service for the management of your personal financial needs.
We believe in empowering our clients to make smarter, more profitable returns by providing the best service, the best value, and the best information. Our clients are all unique with differing needs, aims, and ambitions, which is why we conduct a detailed review and analysis of your current financial position, objectives, and attitude towards risk to provide you with the quality of Expat Financial Planning advice that you deserve.
As an independent and unrestricted company, we have the freedom to deal with major banks and institutions, placing you at the heart of everything we do. This allows us to provide a personalised and bespoke service, tailored with precision to your needs and circumstances. We have direct terms of business with many of the leading financial institutions in the best jurisdictions, meaning we can identify the best investments for your lump sum. Due to the volume of business we place with these major institutions, we can often access exclusive offers, bonus allocations, and funds that are usually only available to institutional investors or large pension funds.
At Montagu Mayer, we acknowledge that our clients are unique and that our understanding of your financial position is crucial to the quality of wealth management we provide. We identify the best performing funds, savings, and investments, and then create your personalised wealth management plan to leverage your investment and savings opportunities to the fullest extent.
We provide you with a full financial review of your existing savings and investments, highlighting changes you can make to enjoy better levels of performance. Our wealth report will recommend the savings and investment products suitable for your needs and objectives, along with wealth projections and supporting analysis.
We are committed to providing comprehensive wealth management services for life. As our client, we remain dedicated to regular reviews of your financial goals and aspirations, essential to keeping you on track to meet your responsibilities and fulfil your wealth ambitions. No element of your portfolio will be overlooked or left out in the cold, just because we didn’t structure it for you.
You will remain in control of your money at all times. We empower and enable you to be in control of your wealth, working as your partner to make your experience with us as rewarding as possible.
Our focus is you, and the services we offer, the way we work down to the smallest detail, are aimed at helping you empower your money to enjoy life and provide the future you and your loved ones dream of. All our advice is fully regulated with clear, transparent charging structures, full commission disclosure, and a variety of Service Level Agreements to suit your budget.
So if you want to invest in your tomorrow, please click on ‘Become a Client’ at the bottom of the page and complete the enquiry form. We will normally contact you within the same working day during business hours or, if you prefer us to contact you outside normal business hours, let us know, and we will be happy to do so. Alternatively you can email us with details about your requirements to info@IFA-Global.com
