Through genuine customer relationships, we are able to provide investing and planning services that surpass our clients' expectations
We established Infinite with the aim of exceeding your expectations and serving as a genuine alternative to the largest wealth management companies. The finest-quality personal service is our goal.
Your expectations regarding our service
It's difficult to give yourself objective advice, but it can be invaluable at times like these. So, we take time to know our clients well enough to give them honest feedback, even if they don't like it.
We will help you achieve your goals and improve your financial stability, and we will also ensure that you and your loved ones understand your financial strategy. You may rest easy knowing that your affairs are in the hands of dedicated and experienced experts when you choose our services.
Our clients stay with us and recommend us to their friends and family because we are here for them and truly understand their needs. We treat all of our clients with the same degree of care since we think investment management and financial planning are inseparable. Building meaningful connections is at the heart of this one-on-one service.
The Clients of Infinite are:
1. Individuals with high net worth who are based and domiciled outside their home country.
2. A minimum of €/$/£10,000 in investable assets or the capacity to incrementally increase existing assets is required.
3. Wealth accumulation or decumulation
4. Are seeking a thorough review of financial planning that culminates in discretionary investment management.
Initial Consultation
With clients to whom we can truly contribute value, we like to establish relationships based on mutual trust and benefit. We start with our first consultation, which is free of charge. The consultation's main goal is to address the most important questions, though we will ask and answer some. Are you satisfied with our service? Are you a suitable candidate for our service?
Financial planning drives our discretionary management service, which has a performance fee. With no focus on transactional business, we have set up our fee to be reasonable and excellent value.