Capital Management Consultants
CMC has built a reputation as one of the most trusted names within the offshore market as an intermediary for capital management, providing balanced and neutral information to our clients so they can make comprehensive wealth management decisions that enable them to achieve their financial goals.
To ensure we continue to meet our client's needs, CMC is constantly innovating, expanding and evolving partner relationships.
In addition to helping clients establish long-term capital management strategies, we also strive to achieve client satisfaction.
Why Capital Management Consultants?
Capital Management Consultants (CMC) stands as a premier global management consultancy specializing in providing comprehensive services for expatriates residing and working offshore.
Our seasoned team of experts brings extensive experience to the table, dedicated to assisting individuals and businesses in optimizing their investment opportunities. CMC prides itself on offering tailored counsel and support across a diverse array of products to address the unique needs of our clients.
At CMC, our core values revolve around complete transparency, honesty, and expert guidance in managing personal capital. Clients can rely on us for unbiased consulting, ensuring that they receive impartial recommendations for their asset management decisions. Recognizing the significance of entrusting one's capital to another, our dedicated specialists focus on delivering individualized attention to address the specific needs and concerns of each client.
We prioritize building strong relationships with our clients, fostering an environment where they feel comfortable seeking improvements on their portfolios. CMC is committed to offering comprehensive planning for all life aspirations, providing honest insights into potential investment opportunities, associated risks, and addressing any concerns related to the client's portfolio.
Our unique approach to portfolio management encompasses holistic services, covering investment portfolio management and serving as intermediaries for independent financial planning requirements.
CMC specializes in providing as an intermediary for expatriates for the below areas.
- Wealth Management,
- Retirement Planning,
- Bespoke Investment Options,
- Pensions Review & Options,
- Offshore Fund Investment Platform Facilitation.
Tailored to meet the needs of expatriates pursuing both short-term and long-term goals, CMC's services offer flexibility, including options for asset protection. We extend introductions to our investment advisory partners, granting access to their proprietary offshore investment fund platform. Our guidance is informed by global market research, ensuring clients receive the most up-to-date information and expert portfolio recommendations.
Recognizing the diverse requirements of individuals, CMC provides a pathway to an investment platform where clients can customize their portfolios according to their unique needs. Trust in CMC for a partnership that goes beyond conventional consultancy, offering a holistic and client-centric approach to capital management.
Investment Platform Solution
01.
Growth
02.
User Friendly
03.
Automated Reporting
04.
Open Architecture
05.
24/7 Support
The option of a Fund Investment Platform offers a comprehensive solution, granting access to a diverse range of offshore mutual funds, pension schemes, tax planning tools, and other meticulously structured financial products. With full online account access, users benefit from enhanced flexibility, control, and peace of mind.
The Capital Platforms Investment Platform stands out by providing a blend of traditional investment products, complemented by support for:
• Life Company Personal Portfolio Bonds
• QROPS - Qualifying Recognised Overseas Pension Scheme
• QNUPS - Qualifying Non UK Pension Scheme
• Trusts
Key Benefit:
• Access to over 7,500 Mutual Funds from 200 leading Fund Houses
• Economical and adaptable charging structure
• Exclusive Structured Products
• Stand-Alone Investments
• Support from major Life Companies
• QROPS Friendly
• Comprehensive Retirement Planning
• Multi-Currency Account (USD, EUR, GBP, CHF, JPY, HKD, AUD, NZD, SGD)
• Equitable access to equities & ETFs (Exchange Traded Fund)
• Investment protection through automated alerts & stop losses
• Discretionary Managed Portfolios
• Performance Reporting - Continues up-to-date holdings & portfolio breakdown
This platform provides investors with an unparalleled array of choices and advantages, ensuring a seamless and robust investment experience.
CONTACT US
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