AXIS

Axis Consultants are an independent financial brokerage that provide advice to investors worldwide. Our aim is to offer both comprehensive and professional solutions in order to satisfy the diverse requirements of our international clients.

Portfolio Management

Axis Financial Consultants have established relationships with a number of leading international life assurance companies, fund management groups and offshore banks located in Dublin, Luxembourg and the Isle of Man. As a result, Axis is able to offer clients a wide range of quality investment products tailored to their needs.

Personal Portfolio Bonds

The ‘Personal Portfolio Bond’ is the flagship product of the offshore finance industry. It offers clients a level of service and portfolio management normally associated with private banks and high net worth individuals. A portfolio bond may hold a combination of assets such as shares, unit trusts, fixed interest securities and cash deposits. All recommended securities are quoted on the world’s major stock exchanges. Many of the transactions are carried out on beneficial terms with investment houses resulting in substantial discounts on charges.

Features & Benefits of Portfolio Bonds

• Ability to hold an extensive choice of assets in your portfolio.
• You benefit from tax efficient growth on your savings.
• You have access to a wide range of leading fund managers.
• Easy access to capital – total or part surrender at any time with the option to take regular withdrawals
• Paperwork is kept to a minimum

Client Services

Axis offer a portfolio management service to International Executives in accordance with their specific requirements.

Clients can access their portfolio online by visiting our business partner websites; alternatively interim portfolio valuations can be generated in-house by Axis and emailed to the client within 24 hours.

You can take the first step towards the construction of your investment portfolio by contacting us. If you would like assistance with your investment strategy, please go to Financial health-check

Once you have submitted the form to us, one of our consultants will contact you to discuss your specific investment needs.

Contact Us

If you have any further queries, please contact us on:
support@axis-finance.com