Private Wealth Managers

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.

What is a Wealth Manager?

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.

0 Wealth Managers

Providing access to wholesale investment opportunities

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Need Expert Investment Guidance?

Wealth managers provide personalized advice and access to institutional-grade opportunities

Professional Investment Guidance

Connect with experienced wealth managers specializing in wholesale investments.

Vetted Opportunities

Access pre-screened investment opportunities from established fund managers and platforms.

Compare & Decide

Side-by-side comparison tools to evaluate returns, liquidity, tax structures, and more.

AIP Visa Support

Find AIP-eligible investments for Active Investor Plus visa applications.

For wholesale and eligible investors only. Minimum investment typically $50,000+.