Wealth Management

You work hard to earn your money. Now make your money work hard for you. MHD Wealth are a boutique financial planning  company based in Asia and the Caribbean. Our team of qualified advisors provide regulated wealth management and investment solutions to help you achieve your financial goals.

MHD Wealth can assist at every stage of your financial journey. We offer an in-depth consultation to discuss our client’s objectives and then recommend suitable products and solutions.

We partner with some of the world’s leading investment managers to ensure all of our solutions are the best on offer. We can recommend a number of portfolios and investment opportunities to help you make the most of your earnings and enjoy the secure lifestyle you’ve worked hard for.

Evaluation And Selection Of Investments

At MHD Wealth, we’ve developed an investment fund evaluation and selection system to help ensure the very best solutions for each of our clients, every time. This includes:

1. Philosophy

Does the fund manager know how to exploit market inefficiencies effectively? By purchasing securities that undervalued, or by short-selling securities that are overvalued, skilled managers can reduce risk and enhance returns for clients.

2. Process

Has the investment manager adopted a disciplined process, which is repeatable? Repeatable investment processes are consistent in strategy and offer more stability for investors.

3. People

Does the investment management company show stability and integrity? A fund is only as good as the professionals behind it.

4. Investment Performance

Is the success of the portfolio supported by the manager’s own trading patterns and approach?

We have strict criteria for all of the funds we recommend, and we apply this system rigorously to ensure that we filter out those not worth our clients’ time or money. Even once they’ve been selected for inclusion in one of our portfolios, we carry out on-going performance, volatility and risk appraisals to ensure that selected funds maintain their position on merit.

 

MHD can offer bespoke solutions for investors who are looking for options for lump sum funds. We can cater for all risk profiles and can invest easily in all asset classes and offshore jurisdictions. Giving our clients industry leading returns.

Solutions

  • We have access to four different offshore investment platforms, this covers multiple jurisdictions and any investor requirement. Please contact us for more information.
  • Multiple portfolio bonds offering investors secured tax efficient investment structures.

 

  • Exceptional opportunity to invest in the co working sector, we work with a company with global offices. Currently offering investors a 12% fixed return pa paid on a quarterly or half yearly basis.
  • We have constant and daily updated fixed income opportunities. These cover numerous sectors and geographies returns range between 6% and 18% pa. Contact us to find out current range and availability.
  • Property various options and investment structures within this popular asset class

 

How can we help you?

Get in touch to understand the options that are open to you. At the very least you will come away with a detailed analysis of your current financial position. We look forward to hearing from you!