Award Winning Investment Management

Professional portfolio management for lump sums and regular savings.

The expat investing conundrum:

Across the expatriate community in Asia, it is not unusual to find disenchantment with the financial services industry. More often than not expats invest their hard earned life savings on the recommendation of a financial adviser and then find out that the results do not live up to the hype. Many times the reason that this happens is because the initial investment decisions are being made by the wrong people and then subsequently not actively managed.

A partnership that offers the solution:

Here at infinity we are specialist financial planners. It’s our role to look at a client’s goals and objectives then understand their current situation, analyse the gap between the two and deliver a plan to bridge that gap. It is a very different function than that of an investment manager. However, increasingly the differences have become blurred and in many cases the two roles have been merged into one.

Financial advisers have some knowledge of financial markets but not nearly enough to manage a portfolio effectively. For your adviser to handle your investments would be like asking your General Practitioner to carry out open heart surgery.

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 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.

Introducing the Wealth Manager of the Year:

Founded in 1986, and with assets totalling over US $26 billion, Tilney is a leading private Investment Management company with over 110,000 clients. Headquartered in Mayfair, London, Tilney has 15 regional offices with over 500 staff members. They offer a vast array of investment services that are all backed by rigorous research aimed at identifying fund managers that deliver long term out-performance.

Tilney has been the recipient of many awards, most notably UK Wealth Manager of the Year 2013 as voted by readers of the Financial times and Investors Chronicle. Other awards include Best Discretionary Manager 2011 by Money Marketing and Investment Adviser of the Year 2012 at the Professional Adviser Awards. Tilney have also been awarded Defaqto’s 5 star rating (the highest rating) for their Discretionary Fund Management, their Managed Portfolio Service and their Multi-Asset Portfolio Fund range.

What you can expect:

The partnership between Infinity and Tilney allows you, the client, to have choices and 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 choices are, Tilney’s active management will maximise the potential and minimise the downside risk of your portfolio.

To find out more about our partnership and the benefits and process of investing with Infinity and Tilney download our brochure.



If you want award winning investment management get in touch today!

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