Wealth Management

Montpelier are one of the largest wealth management group in Malaysia. We work with UK FCA regulated investment and insurance companies, providing financial services to individuals for over 20 years. Our team consists of professional UK expatriates who are highly experienced Wealth Managers and fully qualified to UK FCA requirements. We help our clients to manage their assets effectively and maximise their efficiency and return.

Our wealth management services include:

  • Financial and Tax planning
  • Estate planning / Inheritance Tax
  • Investment Strategy & Risk Analysis
  • Mortgage Advice
  • Protection Insurance
  • Retirement Solutions
  • Pensions and pension transfers
  • Tax Efficiency
  • Capital Gains planning

Client Support - Wealth Management

Our experienced client liaisons team provide information to our clients on a monthly basis with information on current market news, portfolio performance reviews and future opportunities. These ensure each client will have a dedicated member from our client liaison team to keep them fully updated at all times.

Our DFM Partners European Wealth

We work in partnership with European Wealth, who are our DFM (Discretionary Fund Management) partners.

Our Discretionary Fund Management Service brings you comprehensive and continuous portfolio management from an investment professional. We live in an increasingly complex financial market and through our DFM Service you will have a Portfolio Manager that can react quickly and responsibly to situations as they develop. We will closely monitor your portfolio to ensure that it continues to be invested in accordance with your risk parameters and strategic objectives. The DFM Service allows your Portfolio Manager to take advantage of appropriate opportunities on your behalf and report these to you.

Your Benefits At A Glance

  • Assets held with an FCA regulated investment bank
  • Personal dedicated Portfolio Manager to look after your needs
  • Complete client reporting
  • Access to the entire investment universe

For enquiries, please find below our contact details

Head Office
Montpelier (Labuan) Ltd
Suite 5B, 3rd Floor
Wisma Wong Wo Lo,
Jalan Tun Mustapa
87000 Federal Territory of Labuan
Malaysia.
Tel : +(6087) 419 661
Fax : +(6087) 419 662
E-mail: enquiry@montpeliermalaysia.com
   
Kuala Lumpur Office
Suite A-13-1, 13th Floor
Menara UOA Bangsar,
5 Jalan Bangsar Utama 1,
59000 Kuala Lumpur
Malaysia.
Tel : +(603) 2302 3399
Fax : +(603) 2302 3398
E-mail: enquiry@montpeliermalaysia.com