Global Heritage
Global Investments is proud to be one of the most reputable and well-established names in the financial services industry, providing Wealth Management services to over 3,000 clients since 1994. With a keen focus on delivering service excellence, we offer financial planning and investment management solutions to expatriates, high-net-worth individuals, trusts and family offices across the world.
Our mission
At Global Investments, our mission is to empower wealthy investors to achieve their financial goals by providing unbiased, independent advice and comprehensive wealth management services. Established in 1994, we have built our reputation on delivering exceptional results through our deep understanding of global markets, rigorous analysis, and personalized approach. We are committed to forging long-term partnerships with our clients, fostering trust and transparency in every interaction, and utilizing our extensive network to access unique investment opportunities across international borders.
Our vision
Our vision at Global Investments is to be the premier wealth management firm for discerning investors worldwide. As the global investment landscape continues to evolve, we strive to stay at the forefront of innovation, leveraging cutting-edge technology and analytics to identify emerging opportunities and manage risk effectively. By embracing diversity, fostering a culture of collaboration and continuous learning, and upholding the highest ethical standards, we aim to create lasting value for our clients and set the benchmark for excellence in the international wealth management industry.
Our Values
Prudent financial advice is about creating an on-going value proposition centred on our client’s financial needs and objectives. Global Investments create value through the provision of market-leading solutions in terms of scope of service, financial security and technical excellence. We offer clarity, simplicity and certainty in a world of increasing financial complexity.
Our philosophy is based on service through best advice. That means placing our client’s best interests at the heart of everything we do. As an independent company we are not tied to any one product or service provider. This translates into unbiased advice, fair and transparent terms and conditions, highly competitive fees and charges and a range of solutions from global financial institutions in highly regulated jurisdictions with routes of recourse and government backed investor protection schemes.
We have access to a world of wealth management solutions enabling us to provide tailored financial solutions to meet all your financial needs.