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Iza Wealth Looking from a Different Perspective Iza Wealth Looking from a Different Perspective Iza Wealth Looking from a Different Perspective
We see investments from

A Different Perspective

As an independently owned financial advisory company, Iza Wealth has the freedom to offer objective specialist offshore financial advice and services to both individuals and families. Taking a long-term view, we guide our clients through the complex, ever-changing world of global finance and regulation.

With skilled wealth managers who specialise in generating and protecting wealth, and our international network of partner organisations, we’re able to offer our clients a wide range of carefully structured wealth solutions. At Iza Wealth, we’re committed to best-in-class service, understanding the value of personal, face-to-face interactions with our clients.

Iza Wealth Global Wealth

Iza Global Stable Portfolio

Portfolio Managers: Iza Capital Partners
Risk rating: Medium to low
Target Return: UK CPI +3
over a rolling 3 year period

Iza Global Balanced Fund

Portfolio Managers: PIM Capital Management
Risk rating: Moderate-High
Target Return: UK CPI +5
over a rolling 6 year period

Iza Global Equity Fund

Portfolio Managers: PIM Capital Management
Risk rating: High
Target Return: UK CPI +7
over a rolling 6 year period

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Latest News

Market Commentary – September 2025

| Monthly Report | No Comments
September 2025 turned out to be a notably positive month for global equity markets. The S&P 500 rose approximately 3.6%, buoyed by strong gains in mega-cap growth stocks centered in…

Market Commentary – August 2025

| Monthly Report | No Comments
August 2025 was a strong month for the U.S. stock market, with the S&P 500 rising approximately 1.9% and hitting multiple record highs. The Dow Jones Industrial Average outperformed with…

Market Commentary – July 2025

| Monthly Report | No Comments
In July 2025, global markets experienced notable activity influenced by trade developments, strong corporate earnings, and tariff policy changes across major economies such as the US, UK, and China.

Market Commentary – June 2025

| Monthly Report, Quarterly Report | No Comments
In June 2025, U.S. equity markets soared to record highs, powered by robust tech and AI stocks, improved corporate earnings, and easing trade frictions. However, investor sentiment was tempered by…