Access our range of cross border investments to diversify portfolios, access international markets, optimize tax liabilities, and protect your assets.
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We specialize in assisting cross-border professionals with offshore investments, offering expert guidance to navigate the complexities of international financial markets. Our tailored solutions help you diversify your portfolio, optimize efficiencies, and protect your assets, ensuring your investments align with your unique global lifestyle. With our in-depth knowledge of different regulatory environments and financial instruments, we provide the strategies and support you need to maximize returns and achieve your financial goals while maintaining compliance and minimizing risk.

Our Core Values

EUI Private Wealth recognize that every client has unique financial circumstances, objectives, and risk tolerance. Therefore, our approach is centered around personalized wealth management strategies that take into account your individual needs and aspirations.

We believe in building strong relationships with our clients, ensuring a deep understanding of their financial situation and long-term goals. This enables us to craft customized solutions that align with your aspirations, values and risk appetite.

Areas of Expertise

We are an Investment Advisory firm specialising in providing informed financial advice to Corporate and Private Clients throughout the EU and EEA.

Investment Advice

We provide comprehensive investment management solutions.

Portfolio Construction

We offer expert investment advice and comprehensive portfolio construction services.

Sustainable & Responsible Investing

We are dedicated to helping you navigate the world of Sustainable & Responsible Investing.

Pension transfers

We specialise in helping UK or Irish ex pats to transfer their pensions to a more favourable jurisdiction.