Wealth Management Solutions

"Services for High Net Worth Individuals"

Our Wealth Management Services

Have Investments in excess of $500,000? Would you like to see more about our Wealth Planning Review service?

Click the link to Book a FREE Consultation.

Offshore Investment Bonds

Offshore investment bonds are financial products that provide a tax-efficient way for high net worth individuals to invest internationally.

These bonds allow investors to grow their wealth with potential tax deferral on investment gains until the funds are withdrawn.

Offshore investment bonds offer flexibility with multi-currency options and access to a wide range of global investments, including equities, bonds, and mutual funds.

At Fortis Wealth Solutions, we leverage offshore investment bonds to help expatriates and international investors achieve their financial goals.

Our expert advisors design personalized strategies to maximize the benefits of these bonds, ensuring your investments are aligned with your risk tolerance and long-term objectives.

With comprehensive asset protection and tax-efficient growth, offshore investment bonds are a powerful tool in your wealth management arsenal.

Trust Fortis Wealth Solutions to guide you through the complexities of international investing and optimise your financial success.

Regular Savings Plans

Offshore regular savings plans are tailored financial products designed to help expatriates and international investors systematically build their wealth over time.

These plans offer the flexibility to contribute regularly, typically on a monthly basis, while taking advantage of global investment opportunities and tax-efficient growth. Investors can access a diversified range of assets, including equities, bonds, and mutual funds, to align with their financial goals and risk tolerance.

At Fortis Wealth Solutions, we provide offshore regular savings plans that cater specifically to the needs of high net worth individuals living abroad.

Our expert financial advisors work closely with you to create a personalised savings strategy, ensuring consistent growth and financial security.

By leveraging the benefits of offshore jurisdictions, we help you maximize returns and achieve long-term financial objectives.

Trust Fortis Wealth Solutions to guide you through the complexities of international savings and secure your financial future.

Wealth Management Platforms

Offshore wealth management platforms are designed to help high net worth individuals manage their investments and assets internationally.

These platforms offer a range of services, including access to global investment opportunities, tax-efficient strategies, and personalised financial planning.

Investors benefit from multi-currency accounts, asset protection, and estate planning services, ensuring their wealth is effectively managed and transferred according to their wishes.

With expert financial advisors, Fortis Wealth Solutions provides tailored investment strategies and regular updates to maximize the success of your portfolio.

Our comprehensive approach ensures that your investments align with your risk tolerance and financial goals, giving you peace of mind and the freedom to live your life as you desire.

Trust Fortis Wealth Solutions to navigate the complexities of international finance and optimize your wealth management strategy.

Specialist Products and Services

High net worth expatriates have unique financial needs that require specialised products and services.

At Fortis Wealth Solutions, we offer a comprehensive range of solutions tailored to help you manage and grow your wealth across borders.

Our offerings include offshore investment accounts that provide access to global markets and tax-efficient growth, and international banking services with multi-currency accounts and personalised banking privileges.

Our expert financial advisors assist with tailored investment strategies, cross-border tax planning, and estate planning, including wills and trusts, to ensure your assets are protected and distributed according to your wishes.

Additionally, we provide access to exclusive real estate investments, private equity, venture capital opportunities, and specialised insurance products designed for expatriates.

With Fortis Wealth Solutions, you can confidently navigate the complexities of international finance, secure in the knowledge that your wealth is managed by experienced professionals.

If you’d like more information about our Wealth Management Services, get in touch today.

Get in Touch

Our Preferred Providers

The Epitome of Innovation

Multicolor Floral Watercolor Illustrated A4 Document.png

"Book a Consultation, Today"

At Fortis Wealth, we specialize in helping expatriates secure their financial future with confidence and clarity.

With over 12 years of experience in Financial Services, Estate Planning, and Alternative Investments, our expertise is tailored to meet the unique needs of expatriates, ensuring that they can create, build, and protect their wealth no matter where they are in the world.

Our Mission is to provide expatriates with high-quality financial advice, estate planning, and investment opportunities.

We aim to empower our clients with the knowledge and tools they need to achieve their financial goals and safeguard their future.

We are committed to delivering exceptional service, ensuring transparency, and building lasting relationships based on trust and mutual respect.

Our Approach is to offer a Free Consultation and Review Service to assess how we can add value to your financial journey.

Our client-centric approach focuses on understanding your specific goals and providing bespoke solutions that align with your expatriate lifestyle.

We pride ourselves on being transparent about all fees, charges, and any associated risks with our advice or products, ensuring you make informed decisions.

If you’d like more information about how we can help you, get in touch Today.