WHY USBecause it’s your wealth, not ours.
We’re Different
We’re here to challenge the status-quo.
To cut through all the noise, minimise costs and make complex financial issues simple for Expats around the world.
We charge the same flat-fee for all our independent and regulated advice, with no conflicts of interest.
We charge an industry leading low-cost management fee.
As a fiduciary, our only performance target is positive client outcomes.
We’re Safe
All client assets are held in segregated client accounts, with dual-authentication access.
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We operate a multi-layered system to ensure that your assets are protected to the highest degree.
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All our advisers are qualified to the greatest industry standards.
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The Wealth Genesis is fully regulated and executes stringent compliance checks prior to providing any formal recommendation.
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All Wealth Genesis solutions are FCA regulated, and fully covered by the Financial Services Compensation Scheme, providing the greatest level of financial protection to our clients.
We’re Industry Leaders
We are a collective of distinguished, top-tier and proven Wealth Managers.
Each Partner holds extensive qualifications and an exemplary track record of at least ten years advising clients.
We uphold the highest standards of professionalism and expertise, ensuring that our clients receive the most appropriate financial guidance available.
All our adviser qualifications are available upon request.
