Multi Family Wealth (MFW) is authorised as an Investment Firm under Regulation 8 (3) and deemed authorised under Regulation 5 (2) of the Statutory Instrument No. 375/2017 European Union (Markets in Financial Instruments) Regulations 2017 - the MiFID Regulations - to carry out MiFID investment services of Portfolio Management, Investment Advice and Receipt Transmission of orders in respect of financial instruments.
INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
Multi Family Wealth provides investment services on managed accounts and investment funds, all in respect of per-se or elective professional clients, based on an integrated and comprehensive process.
Multi Family Wealth aims to grow the clients’ wealth based on a conservative investment philosophy which is tailored to each client’s constraints and objectives. Multi Family Wealth is supported by robust international partnerships with leading financial services providers. Our track record is verified and monitored internationally.
SERVICES
Multi Family Wealth´s clients have access to customised and specialised services supported by our strategic partners.
Customised Asset Allocation analysis and recommendation
Access to global financial products
Personalised Reporting
Global macro-economic and markets research
We believe that every client is unique, and we leverage our extensive experience to develop investment strategies specifically tailored to each client´s circumstances.
BANK AND CUSTODY ACCOUNTS JURISDICTIONS
Through our agreements with robust and global banks, our clients may open bank and custody accounts in the US, Luxembourg, Switzerland and Singapore.
TYPES OF CLIENTS
Our clients include insurance companies, foundations, family offices, individuals, corporations, trusts, and pension funds.
Insurance wrapper
Multi Family Wealth clients have access to the best global offerings and negotiated conditions for life insurance wrappers.