Multiple providers, one financial package
VFS International, a leading network of independent financial advisers, has created a 'first' for the industry with the launch of VFS International Wealth Management, an exclusive financial package unavailable anywhere else that brings together the very best financial services providers, at a cost that's unavailable on standard terms.
VFS International Wealth Management offers a single and convenient package for a comprehensive and market leading range of international financial services. For the first time, you can benefit from terms that compete favourably with any reputable private bank, while accessing a comprehensive range of exclusive financial products and services from recognised leaders in their individual fields.
Financial services without boundaries
VFS International Wealth Management incorporates the best internationally available products and services from providers in Luxembourg, Isle of Man, Bermuda, UK, Mauritius and Liechtenstein. Fully regulated, secure and backed by high quality administration services, VFS International Wealth Management provides the following range of services:
-
Tax and estate planning
-
Trading and holding companies
-
Private banking
-
Credit cards
-
Overdrafts and loan facilities
-
Tax efficient investment platform
-
Fund management
-
Insurance
Why invest with VFS International Wealth Management?
By combining the services of specialised providers, we offer you an investment and estate planning solution that is unmatched in the market place in terms of value for money, security, performance and confidentiality.
The benefits of investing with VFS International Wealth Management include:
-
One comprehensive solution
-
Cherry picked services from market leading international providers
-
Secure and fully regulated
-
Services provided exclusively to VFS clients and brokers
-
High quality administration support
Setting up a trust
The central part of an effective wealth management strategy is the setting up of a trust to hold a range of assets and other holdings. Trusts offer more flexibility in terms of estate planning and ultimately help to reduce your overall tax liability while protecting your assets.
VFS International Wealth Management offers access to two different trust companies through ATU and Matco. Both leaders in their field, you have the choice of your preferred provider, depending on your specific requirements.
Growing your investments
You will want to maximise the return on your investments within your trust and access to the VFS Investment Portfolio will give you a wide choice of investments from stocks and shares to Eurobonds and currency deposits.
A key benefit of the VFS Investment Portfolio is the provision of all administration and paperwork on behalf of the trust by an approved Isle of Man insurance provider. It is much less expensive and far more tax effective to trade via an insurance portfolio than through most private banks. The insurance providers’ size, buying power and excellent relationships with fund managers and stock brokers mean you will benefit from their ability to negotiate substantial discounts on your behalf.
