Our role is to examine a client’s goals and objectives, then understand their current situation, analyse the gap between the two and design a plan to bridge that gap. It is a very different function than that of an investment manager. However, many other firms blur the lines between these two roles and in many cases merge them into one.
The world’s best financial adviser firms don’t flatter themselves in believing they have the in-house expertise necessary to successfully manage portfolios for their clients. That’s why we made it our mission to seek out the best of the best in investment management so we can provide expats in Asia with professional, efficient and risk-adjusted asset management.
That’s why we have a partnership with London-based, award-winning investment management company, the Tilney Group.
The partnership between Infinity and Tilney allows you, the client, to make decisions based on what you want to achieve. Whether you require a lump sum investment or regular savings plan, a cautious or adventurous outlook, or a model, multi-asset or bespoke portfolio, you can be assured that whatever your choice, Tilney’s active management will maximise the potential and minimise the downside risk of your portfolio.
Tilney’s award-winning investment management services are available in Asia exclusively through Infinity.
With In 2018 they earned the prestigious title of Wealth Manager of the Year at the Financial Times awards, which is a powerful indicator of their success. In partnering with Tilney, we believe we have secured the best in the business. Their reputation and results speak for themselves and are clearly evidenced by their rich collection of major industry awards and regular out-performance of their major competitors (as reported by independent monitors).
In order to help our clients meet their investment goals we sought out a partnership with an investment manager with a real pedigree and proven long term success. With Tilney we believe we’ve secured the best in the business – and we think you’ll agree.
I began investing with Infinity in 2018 adopting a cautious investment strategy to protect my capital – retirement in mind. Infinity established and has subsequently successfully managed a low risk investment portfolio primarily using initially Stephen Bottomley and currently Elmira Donald; both capable consultants.
I would like to take the opportunity to thank you for the excellent service that you have provided over the last couple of weeks. You helped make a laborious process much, much easier. Thank you.
I have used Infinity Solutions as my investment advisor for nearly two decades now. I trust their integrity and professionalism in managing my investments. Getting a reliable advisor who can be trusted for sound and timely advice is absolutely critical especially if one is entrusting hard-earned funds to build a retirement nest-egg. The investment market-place is increasingly flooded by dodgy…
The Havas Riverorchid group has worked with Trevor Keidan now for a number of years, commencing when we started our professional relationship with Infinity Solutions. We started working with Infinity, and principally with Trevor, due in large part to a dissatisfaction with our previous healthcare insurer. Our group is 300 plus people working across the 5 markets of Indochina and we have a myriad of insurance needs…for local…
As an expat living and working in the Asia region for over 20 years, I have been very fortunate to have benefited from the guidance and support of the team at Infinity. Back in the late 90’s I had little or no experience in personal financial management outside of my home country (even there my…
Head of Media at Crisis Solutions
My wife and I started working with Carl while we were expats living in Thailand. He helped enormously with our investment and pension planning. Although we no longer live in Asia, Carl still keeps us updated on a regular basis. I would recommend Carl to all expats who need advice on their investments and savings.…