Financial Planning

"The First Step To Getting The Things You Want Out Of Life Is This: Decide What You Want."
BEN STEIN

Once our expert Financial Planners have helped our clients to identify their financial goals, we then set to work to identify the best possible investment options for them and their families. With our client focused approach we assist our client in the following areas of wealth management:

Retirement Planning

Education Fee Planning

Regular Savings

Capital Investment

Offshore Banking and Trust Services

Each client has a unique tailored-made investment plan, based on - among other factors - how much they want to invest, how the funds will be used, the time frame of the investment, the tax implications, and risk profile of the investor.

We are professional, experienced, trustworthy and - very importantly - truly independent. That means we are in a position to give our clients the broadest selection and most unbiased advice.

Once you and your Adviser have agreed on the best investment plan for you, we recommend that you meet on a regular basis to review the portfolio. Among other issues, you should discuss whether it makes sense to change your contribution levels and/or the possibility of switching in or out of various Investment Funds, depending upon your individual Investment strategy.

BAM Asset Management clients can rest assured that their investments, which are placed in safe jurisdictions such as the Isle of Man, Guernsey and Luxembourg, enjoy maximum confidentiality and security. Furthermore, we can make asset allocation and investment recommendations to suit changing personal circumstances and objectives, taking the applicable tax regulations into account.