About Blenheim Global Assets
From modest beginnings Blenheim Global Assets has grown to become one of the world’s leading providers of international wealth management. As a company we advise thousands of clients located all over the world.
We are a full holistic service wealth management company, providing an inclusive yet uniquely tailored service for the management of your personal financial needs.
We aim to provide ‘The best service, the best value and the best information’, to empower our clients and their money to make smarter more profitable returns.
We acknowledge that our clients are all unique with differing needs, aims and ambitions so our understanding of your financial position is imperative to the quality of Expat Financial Planning advice that we give you. Blenheim Global Assets will conduct a detailed review and analysis of your current needs and objectives, as well as your attitude toward risk, liquidity requirements and time horizons.
Independent & Unrestricted
Blenheim Global Assets are an independent company. This means that we aren’t owned by any of the major banks or institutions, and this gives us the freedom to deal with them all, with 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.
Every recommendation we make is to ensure that your financial status is empowered. 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 that 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.
As an international wealth expert we can identify any alternative solutions that may be more beneficial to your expatriate status. As well as advising you about your regular savings or existing investments, we can help with lump sum investment decisions and structure your entire portfolio to be as tax enhanced and administratively efficient as possible.
Investor Protection & Security
Blenheim Global Assets prefers to conduct business with the major institutions that are located in the tax efficient, secure, offshore locations such as the Isle of Man, Channel Islands, Dublin and Luxembourg. The reason for this is that these jurisdictions offer the very best levels of investor protection in the world. They are also some of the most well established, highly regulated offshore jurisdictions in the world, politically stable and offering the best protection – up to 90% of your investment and it’s uncapped. We can look elsewhere if you wish, but for the vast majority of our clients security is a very important aspect of their investments.
How Blenheim Global Assets Work
We acknowledge that our clients are all unique with differing needs, aims and ambitions so our understanding of your financial position is imperative to the quality of wealth management that we give you. Blenheim Global Assets will conduct a detailed review and analysis of your current needs and objectives, your short, medium and long-term ambitions, your attitude to risk profile, your own fiscal knowledge, liquidity requirements and time horizons. All this is incorporated into the wealth management we provide.
We identify the best performing funds and highlight the best suited savings and investments, and then we create your personalised wealth management plan to leverage your investment and savings opportunities to the fullest extent.
You will get a full financial review of your existing savings and investments, we will let you know if there are any changes that 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.
At Blenheim Global Assets you are our client for life, because our reputation is built on your wealth success. Regular reviews of your financial goals and aspirations are essential to keep you on track to meet your responsibilities and fulfil your wealth ambitions, which is why no element of your portfolio will be overlooked or left out in the cold, just because we didn’t structure it for you. We therefore remain dedicated to the provision of your comprehensive wealth management service for life.
Empower Your Money
You remain in control of your money at all times. You never transfer any money to or through Blenheim Global Assets. 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.
We review your wealth management plan taking into consideration economic news, new market solutions, and changes to your personal status or objectives; and if necessary recommend adjustments to your portfolio.
The focus of Blenheim Global Assets is you; 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 advice is fully regulated with clear, transparent charging structures, full commission disclosure and a variety of Service Level Agreements to suit your budget.
And of course, all of that is backed up by complete regulation everywhere we operate, giving you a total Blenheim Global Assets experience wherever you choose to move to.