Overview

We have quickly established a reputation for managing the wealth of our increasingly complex clients who often hold citizenship in one country, residency in at least one other country, and are constantly on the move. We take a global view and approach our demanding responsibilities through a dedication to ensuring each and every client is advised as to what best suits their individual and often complex needs. Our unique approach to managing your wealth means you can rest assured that we will expertly navigate your financial options to provide you with the most suitable investments available in today’s increasingly complex financial world. We understand you worked hard to build up your wealth and we will ensure that your wealth will work hard for you.

It is important that we get to know you and our partners and advisers will work hand in hand with you to make sure we understand your needs and appreciate your unique situation. Whether you are looking to retire in the immediate future or are looking to provide added protection to preserve your wealth we can offer unique and individual advice and opportunities tailored specifically for your situation. Our focus will always be to provide the most relevant and suitable investment recommendations for you and we will make sure that we take account of every aspect of your personal wealth management situation.

Our Investment Services

A large amount of our success comes from maintaining a highly disciplined and methodical approach to search the world’s leading investment opportunities in order to source the most appropriate and correctly risk profiled investments for you.

At the core of our process is a risk based system designed to provide an appropriately diversified portfolio of investment opportunities which we introduce over time to our clients as we painstakingly build an overall picture of each client’s overall wealth management profile.

Wealth Management and Advisory Services

We endeavour to keep our clients up to date with current developments on the world’s financial markets and provide them with their own personal relationship manager who provides each and every client with competent advice and access to the latest opportunities available through our extensive resources. Ultimately, we believe long term relationships can only be established through trust and that this needs to be built through continuous and reliable communication on a timely basis.

 

At the very heart of our advisory services are three core principles:

 

Superior Advice

We are committed to making sure our partners and client advisors are up to date with industry standards and regulations and equipped to provide the very highest level of service and knowledge.

Tailormade Solutions

We dictate that we know your overall wealth profile so we can reliably and consistently provide the most suitable and strategic investment opportunities specifically suited to your overall wealth management goals.

Professional Investing

If you are after quick and sporadic returns we are not for you as we focus on responsible investing for the long term, taking into account good corporate governance, as well as social and environmental considerations which form the basis of our investment process.

Birchwood Advisors Investments

At Birchwood Advisors we pride ourselves on providing our clients with the very best advice covering a broad range of investments as well as portfolio services. We have developed deep and long-standing relationships with many of the world’s best investment managers and can provide a full range of structures and strategies to meet our clients long term investment requirements. As many of our clients are expatriates and professionals spread throughout the world we can advise on the often-complex world of financial solutions and opportunities.

Discretionary

Many of clients don’t have the time or expertise to manage their own investments so take advantage of our discretionary portfolio services which are managed by our highly professional partners and advisors who have developed an enviable track record throughout the investment community.

Advisory

At the core of our value proposition is our advisory service which has overtime developed expertise at sourcing out the very best investments available in the global markets whilst providing the flexibility for our valued clients to select the most appropriate investments for them.

Execution

We can’t stress enough how important execution is so we have developed systems to make sure we secure the best available prices for our clients whilst offering real-time trading in all equity, bond and foreign exchange markets.

Individual Approach

Over time we have built our business to provide the very best and widest selection of investments available in the worlds markets in order to provide our clients with the highest quality of choice designed to preserve and grow their wealth for the long term. We understand that many of our clients don’t have the time or inclination to do this themselves so we are committed to providing them the peace of mind they seek. Investment is a very personal process and demands spread across many areas so we have built up invaluable connections throughout the world which we draw on to bring the most suitable solutions seamlessly to our clients.

Succession Planning

We advise our clients on the increasingly complex global world of wealth management and help them successfully build the structures most appropriate to passing on their wealth to future generations and loved ones.

Family Structures

An often complex and troublesome area for many of our clients so we focus on bringing together all parties in support of building structures that are designed to last for the long term.

Wealth Protection

We are highly experienced in advising on and setting up appropriate strategies to protect our client’s wealth and can provide advice on retirement planning, protection of assets, estate and succession planning as well as the complexities of holding global real estate, regional mobility of funds and specific taxation issues.

Alternative Investments

Collectively we have over 100 years of experience in the investment markets and our partners have developed a broad range of connections through the investment community. This has enable us to build relationships with investment groups that specialise in offering alternative investments and whilst generally considered to a be a riskier class of assets they often generate returns which are far superior to more traditional investments.

Pre-IPO Investments

We provide our clients with access to pre-initial public offering (IPO) shares, which are investments that are made in advance of a planned listing of the previously private company on a public stock exchange.

Private Equity

We have established and trusted relationships with many of the world’s leading private equity firms, which offer sophisticated investors the opportunity to join other investors in investing in equity securities and debt of operating companies that are not publicly traded on a stock exchange.

Angel Investments

Often for the more sophisticated investor or one knowledgeable in some particular industry angel investments sometimes pass our strict criteria and risk to reward benchmarking and in certain cases we provide our clients opportunities to invest in these very early stage but often very profitable investment opportunities.