Private Clients
Helping you make your money go even further
ROME WASN’T BUILT IN A DAY
Financial freedom doesn’t just happen overnight, it takes making the right decision to create and preserve wealth.
Our team of financial experts work hand in hand with you to create strategies and techniques to preserve your wealth thereby keeping your financial legacies alive.
Private Client Solutions
Financial Planning
At INVESTAPOOL, we’re all about securing our clients’ futures. We ensure that the financial services offered at INVESTAPOOL will not only help our clients take control of their future but safeguard it for generations to come.
Investment Advisory
Our expert team of advisors work around the clock to find the best opportunities for growing and protecting our clients’ wealth. INVESTAPOOL was built around Advisors and staff who continuously demonstrate dedication to properly serving our clients.
Family Office
Family offices are designed around the particular needs of each family. At INVESTAPOOL, our experts craft tailor-made financial plans for clients and their families.
Real Estate Advisory
Protecting you and your family from life’s unexpected events, through asset protection and private health, life and critical illness insurance
Collateral Management
INVESTAPOOL acts as a reliable third party to provide collateral management services to mitigate risks during financial transactions. Through collateral management, INVESTAPOOL allows counterparties to execute transactions in illiquid markets, which otherwise would be difficult or impossible.
Citizenship & Residency
Have the freedom to do more with essential, unbiased advisory to ensure the correct programme for you and your family.
