- Boutique Investment Brokers.
- Bespoke investment and wealth management services.
- Investment Management & Banking Services
We offer comprehensive, unbiased, bespoke, independent, and creative Wealth Management advice. We specialise in the provision of holistic financial advice to expatriates and foreign nationals.
We take an holistic approach to the subject of financial advice. We assess the individuals circumstances with a detailed fact find. We consider the individuals’ assets and liabilities, income and expenditure together with their current provisions.
We offer specialist and personalised financial solutions to our clients. We focus on growing and preserving wealth by using both traditional life company products, external funds and alternative investments in structuring our clients' portfolios.
Whether you are approaching retirement or still furthering your career, considered planning is crucial to ensure a comfortable retirement. Pension assets often form a large part of retirement planning and are becoming more complex in nature. We work with our clients to effect a suitable long-term savings strategy.
At Temple Bar Asia we are dedicated to providing a first class service, best international practice and an independent view of all foreign currency matters. Through our associate partner, Corporate Currency Exchange Network, we offer market leading rates of exchange across standard and exotic currencies.
The Portfolio Management Service has been designed to provide existing clients with a regular monitoring and management of their investments arranged through the company. It is necessary to ensure that your investments are regularly managed to obtain the best possible result in given circumstances. This is particularly the case during the current highly volatile global economic conditions.
We have considerable experience in dealing with clients living in multiple jurisdictions and investing in structures which are also domiciled in a number of different countries. We offer a highly personalised and bespoke service which ensures their investment strategy is effectively deployed.
Jelf International, in association with Temple Bar Asia, can source exclusive healthcare packages for globally based individuals and companies.