Wealth management firms providing access to wholesale investment opportunities for high-net-worth investors
Expert guidance, discretionary portfolios, and specialized services including AIP (Active Investor Plus) visa investment solutions.
Private wealth managers provide personalized investment advice and portfolio management for high-net-worth individuals. They act as introducers to wholesale opportunities, curate investment options, and provide ongoing advisory services. Many specialize in AIP visa investment requirements and regulatory compliance.
Providing access to wholesale investment opportunities
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Wealth managers provide personalized advice and access to institutional-grade opportunities
Connect with experienced wealth managers specializing in wholesale investments.
Access pre-screened investment opportunities from established fund managers and platforms.
Side-by-side comparison tools to evaluate returns, liquidity, tax structures, and more.
Find AIP-eligible investments for Active Investor Plus visa applications.
For wholesale and eligible investors only. Minimum investment typically $50,000+.