AXIS | personal financial management

AXIS provides financial advice to international investors worldwide. Our advice is totally independent, and is reflected in the number of various international institutions with whom we hold agencies. Our sole aim is to provide a comprehensive, professionally packaged solution to satisfy the diverse requirements of international investors.

 

Click one of the video links to hear more about savings and investment plans. For an initial quotation or illustration, please fill in the form at the bottom of the page. We guarantee a reply within 24 hours.

portfolio managed service

A tailored portfolio management service, the portfolio may include stocks, shares or fixed interest securities quoted on the major stock exchanges. Many of our security transactions are carried out on beneficial terms with investment houses worldwide. We also obtain competitive prices and stock broking commissions on purchases, with substantial discounts on unit trusts, both onshore and offshore.

 

unit trusts/mutual funds

A wide range of funds is available to clients, providing access to some of the world's leading investment specialists with consistent records of sound investment performance. In addition, 'Guaranteed Profits Funds' protect client investments against falls in the markets.

 

managed currency funds

Given the cyclical effects often felt by the equity and bond markets, a managed currency fund service serves those clients preferring a diversified portfolio.

 

health care without frontiersmedical care wherever you are in the world

You need the peace of mind that comes from knowing you'll be well covered for your medical needs, anywhere in the world, on holiday, on business or at home. And it is only natural that you should want the very best care available, at a hospital you've chosen. We work together with Bupa International who can offer you reassurance wherever you are in the world. For further information, simply click the Bupa logo or read our A-Z guide to buying personal health insurance.

 

expatriate house purchasing service

Expatriates considering buying property abroad benefit from access to our international banking arrangements. With particular reference to France, our service for expatriate house purchase is designed to make this complicated process as easy and straightforward for clients as possible.

 

retirement programmes

A wide range of retirement plans allow clients to invest over the medium and long term in top performing international funds. These programmes are fully portable, flexible in the choice of funds and thus ideal for highly-mobile expatriates and professionals. A comprehensive guide to international retirement plans is discussed in our article solutions to the pension problem.

 

asset protection

We provide Estate Planning and Asset Protection services in the form of trusts and life assurance products to safeguard your financial future.

 

 

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for a free quotation, please provide the following information:

name

address

 

town/city

state/province

post code

country

daytime phone

e-mail

 

 

date of birth

you are:

male

 

female

 

smoker

 

non-smoker

 

 

type of quotation:

investment / savings plan

 

retirement plan

 

school fees planning

 

life insurance cover

 

 

regular contribution amount

 

currency

single contribution amount

 

currency

contract term

years

 

All quotations and illustrations are done on a 7% and 12% annual basis