The core activity of IUK Global Association is the provision of independent financial advisory and wealth management services, including financial planning, investment advice, pension planning, estate planning, corporate planning and portfolio management.
AI-generated
Offering
Products & services
Industry:External Asset Management
✓ Offered5
Wealth management
Investment decisions, portfolio management and discretionary investment services for private individuals, companies and trustees; regular portfolio reviews and fee-based advice.
Retirement planning
Retirement planning for clients in different life stages, with support in achieving retirement goals.
Estate planning
Estate planning to reduce inheritance tax exposure and to structure the transfer of assets.
Business planning
Support for business strategy and planning-related financial matters for companies.
Tax planning
Tax planning with qualified tax specialists, in particular for non-resident tax matters and expat-related tax questions.
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