Most of us can’t join the Millionaires Club…..or can we?
So what do Millionaires do with their money? They mostly use private banking and private investment companies to manage their wealth. These institutions are usually a closed shop for the majority of investors. The private banks often want a minimum of £500,000 just to open an account!
Most of the top 100 US investment managers would expect $5,000,000 from a private investor! This same manager’s expertise can be accessed via a life assurance bond for as little as £20,000!
The Private Investment Companies are set up by very wealthy families who are willing to pay experts to manage their fortunes.
These wealthy families are guided by a philosophy of continuity. Successive generations of the family have invented investment structures to preserve and grow their wealth.
So why should we mere mortals be interested?
A few of these Private Investment Companies have opened their doors to the public, via financial institutional structures such as portfolio bonds or Life Assurance investment bonds.
This specialist investment expertise, previously denied to the likes of you and I are now allowing investments from as little as £50,000.
That may still sound like a lot of money, yet long term savings or endowment plans, the sale of a property or your tax free lump sum payable on retirement can easily exceed this amount and needs to be “preserved and grow” just like the millionaires money.
There are, of course, many tax efficient, financial instruments and structures available to suit all levels of wealth. Designed and suited to each person’s individual requirements and future financial needs.
To take advantage of this unique opportunity or to discuss this or any other financial matters, contact me for a confidential review of your personal situation.