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Wealth Management Portfolio

A buoyant market and the right investment solution is all you need to boost your offshore business. In line with market demand for open architecture solutions, we launched our Wealth Management Portfolio (WMP), in March 2006 and it's been hugely popular. It was recently awarded a five-star rating from Defaqto.

Defaqto offshore bonds 2008

In addition to offshore investment advantages our WMP gives your clients access to our own portfolio of funds and a vast universe of external collective investments, all through one simplified product.

It offers you new, modern and flexible charging structures which allow you to tailor charges to suit your clients' circumstances and your reward model. It also offers:

  • a solution to add value for your clients - we recognise the various business models that you use to create and manage investment portfolios for your clients. Whether the portfolio is being created and managed by you or a third party, our WMP provides you with flexibility to create value for your clients.
  • extensive investment choice - in addition to access to the investment universe, we've packaged a dynamic range of funds that are designed to give your clients maximum choice and control, all at a reduced price.
  • service excellence - along with our client services team in Dublin, our online valuation service and electronic trading capability will enable you to provide a high quality service to your clients.
  • financial security - as part of the AEGON Group, we benefit from the financial strength of one of the world's largest life insurance and pension companies and a strong provider of investment products. With current assets under management of around €371 billion (£272 billion), including all revenue-generating investments. Strong supervision and regulation by industry bodies in Ireland ensure that your clients' investments are secure and they get the protection they would expect from a large European Union-based insurer.

The business benefits for you and the investment benefits for your clients that our WMP offers are clear. So, if you want to grow your share of the offshore market, why not get in touch?