How we work with you
Whether you are a successful business owner or an employee for a large multinational company or NGO we can help you to manage wealth in the most effective way possible.
Your dedicated Wealth Management Advisor
To ensure you receive the best service possible, you will be allocated a designated Alpha Global Wealth Management Advisor who will work closely with you to gain an in-depth understanding of your full financial situation – not just your current investment portfolio. With a thorough insight into your concerns and objectives, we can support and help you to achieve your goals.
All our Wealth Management Advisors are fully qualified and experienced professionals, typically with a background in banking, economics or regulated UK financial services. Alpha Global Wealth has some of the most experienced and highly-qualified people in the industry. Your Wealth Management Advisor will offer in-depth knowledge and unrivalled understanding of the issues you might face in your long-term wealth management journey.
A global network of investment and fiduciary specialists
Alpha Global’s wealth management team is also supported by one of the largest onshore and offshore investment teams in the world. Our partners can work with you to provide trust, tax and insurance solutions designed specifically for you and your family. Together we offer an innovative and fresh approach to your tax and estate planning.
