Investment Services
We provide both advisory and discretionary investment services and make available at your request the expertise of the entire Oxford Global Advisors team through our affiliate, Oxford PCG, a Registered Investment Advisory Firm. (www.oxfordpcg.com )
Advisory services
Offered through the Oxford Private Client Group, our wealth management experts will conduct a complete assessment of your personal circumstances and provide a clear picture of your current and future financial needs. They will provide advice and solutions according to your requirements and preferences, including for example:
- structuring your assets into appropriate investment vehicles
- optimising your tax situation
- asset protection and personal insurance
- estate/inheritance planning
- liquidity requirements
Discretionary management
We also offer full discretionary management for our client portfolios through Oxford PCG. Our investment experts will work with clients to identify opportunities and select an optimum allocation from a wide range of asset classes to help in balancing returns relative to a given risk preference level.
