Private Wealth Management

As a valued client of Austen Morris Associates you have access to a global network of specialists offering local and global expertise. Through our global network, we can offer you solutions that integrate and coordinate all of your family, business, lifestyle and philanthropic financial interests at home and internationally.

Austen Morris Associates offers structured finance also known as structured bonds or structured products that are intended to allow investors to gain exposure to equity indices, single stocks, basket of stocks, currencies, interest rates, commodities ...more
  
Austen Morris Associates’ philosophy for client servicing is simple: to provide a tailored, easy-to-understand service to match your exact needs....more
  
REITs are similar to stocks but for the commercial real estate industry. They are trusts that buy commercial properties, such as apartments, office buildings, and shopping centers that produce income. When you buy shares of a REIT, you become a part owner in all of the property holdings of the REIT....more
  
If you hold a current offshore investment that is not being actively managed, Austen Morris Associates have the resources, time, skill and experience to deliver the level of service and investment growth that you deserve....more
  
A mutual fund is an investment security type that enables investors to pool their money together into one professionally managed investment. Mutual funds can invest in stocks, bonds, cash and/or other assets. Mutual funds are a popular choice among investors...more
  
Our Offshore Financial Services Investment Platform provides a highly valuable solution to your investment needs. It offers you access to an unrivalled selection of offshore mutual funds, pension schemes, tax planning and other structured financial products....more
  
Whatever your hopes are for the future, fulfilling them will require solid financial planning and the products and investments to turn your goals into reality. When implementing your financial planning strategies you may want to take full advantage of the benefits of International Investments, including tax-deferred investments that can help you benefit from the asset building potential of the financial markets....more
  
ETFs, in the simplest terms, are funds that track indexes like the NASDAQ-100 Index, S&P 500, Dow Jones, etc. When you buy shares of an ETF, you are buying shares of a portfolio that tracks the yield and return of its native index. The main difference between ETFs...more
  
Our Offshore Financial Services Investment Platform provides a highly valuable solution to your investment needs. It offers you access to an unrivalled selection of offshore mutual funds, pension schemes, tax planning and other structured financial products....more