At CI Associates, we provide a Wealth Management service that is tailored to meet the ever-changing needs of each client. We work with individuals, trustees and businesses, adopting a professional approach from the moment you make contact with us. We spend time understanding your and your specific requirements before providing you with financial advice that is designed to work with your needs.
We have an exceptional reputation when it comes to managing the financial needs of all of our clients. Our unique approach to Wealth Management enables us to focus on providing you with objectives and relevant advice that is underpinned by experience, intelligence and relationships that are built on trust. We have the expertise to steer you through the complexities of the financial world ensuring that your wealth works for you.
Whether you are planning for retirement or looking to preserve your wealth, our Wealth Manager work proactively, providing the advice you need and solutions that are designed for you and your situation. We work effortlessly to ensure that we always provide you with suitable recommendations for every aspect of your wealth.
We believe that the hallmark of investment management is expertise and that is what we always strive to deliver at CI Associates. We offer a wide range of investment services that are designed to offer you give you access to investment solutions that ensure that you understand the full extent of your wealth picture.
When you begin a relationship with us, we spend time on you and your requirements. We pay attention to your needs and provide you with access to an expert team that will ensure that your wealth is managed in a way that works for you. Through implementing a strategic wealth management plan, we align ourselves with your goals. From onshore or offshore investments, we can help you to manage your wealth independently through our tailored Wealth Management service.