The dedication to relationships
Managing wealth with advanced solutions
NGEN Private Wealth Management offers a closely personalised, advisory financial planning service for high net worth and sophisticated investors which takes into account the importance of preserving, growing and transferring wealth.
Services
Investments
You may want to set aside funds for a rainy day, a special day or just to provide for your future needs. We will talk about your objectives to develop a saving and investment strategy that will help you achieve your goals.
Pensions
Our retirement experts can help you both before and after retirement put a plan in place for you to live out your dreams beyond work and last for as long as it is needed.
Estate Planning
You may wish to make immediate gifts, establish trusts, invest tax efficiently, or build a long term estate planning strategy; we can guide you through your options and key considerations.
Protection
All manner of things happen in life, accidents, illness, death. Protect you and your family from unexpected events giving you peace of mind that whatever happens you and your loved ones are protected.