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Wealth Management

Wealth Management & Financial Planning

Wealth management is an investment advisory discipline and at KMI we have 20 years experience in it covering:

We are committed to helping private clients build, manage and protect their wealth throughout the generations. We offer a high quality, commission or fee based, comprehensive wealth management proposition that combines all the below.

Our clients are successful, busy executives that require a high quality discreet service. The KMI service is particularly designed to meet the needs of high flying executives that have little time to look after their own affairs, our aim is to provide a proactive service which ensures your private financial matters are managed to the most exacting standards. You work hard to accumulate your money, let us ensure your money works hard for you!

High Net Worth Individuals who desire the assistance of a credentialed financial advisory specialist call upon personal wealth managers to coordinate:

  • Estate Planning
    We help with schemes to avoid Inheritance tax (death duties) and arrange trusts and offshore companies where required.
  • Life Insurance and Assurance
    Many of our clients have insurance provided by their employers however we can arrange cover where there are certain needs, for example Critical Illness cover. Learn more...
  • Tax Free investing
    Offshore investing usually means tax free growth, although tax may have to be paid on income dependant on residency. Usually dividends and interest is paid gross of tax where appropriate as the respective asset is held in escrow, in the institutions name. Learn more...
  • Lump Sum Investing
    This can lead back to portfolio management, however, we can invest for clients in a single entity for example a single corporate bond, a single share or even a structured note. Learn more...

We also add vehicles such as Offshore Trusts and Offshore Companies to enhance returns and accumulate wealth.

For more information on the wealth management and financial planning services we provide, please fill in the quick form and we will call you back at an appropriate time for you.

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