The Service You Can Expect…
Every individual manages their ‘financial house’ in their own way. Some find the responsibility sits lightly on their shoulders. Others find it a worrying and anxiety-producing distraction. Our role is to help you manage your financial affairs in the way that suits you best. We can provide an ongoing, active service, updating you on the latest opportunities and market trends. Or if you prefer, you can call on our advice only when you need it, when confronted with an important investment decision or complex investment issue. Our tailored approach ensures you enjoy a private wealth management service that suits you – wherever you are in the world.
Private Wealth Management
MIDAS Financial has provided its clients with private wealth management services for over 35 years. We would be delighted to put our knowledge, expertise and passion to work for you. Our wholistic approach is one of the secrets of successful wealth management. Developing a comprehensive, integrated wealth management strategy means you can balance seemingly competing issues like risk and return, short-term cashflow needs and long-term lifestyle objectives. Our personalised approach enables you to create a lifetime wealth strategy that changes as you do – and aims to constantly balance your immediate financial needs with long-term financial security.
Personal Investment Management Service
Fund managers don’t let you choose where to invest your money. They make investment choices for you, based on their own set of rules. These rules were supposed to provide a safety net. But recent crises, such as the GFC, highlighted the flaws in the world’s financial systems, and created new levels of confusion and uncertainty.
MIDAS Financial provides a greater degree of certainty by creating personal, discrete investment accounts where your investments are held in your own name, rather than in an aggregated fund with thousands of other investors.
You have the freedom to invest in the assets and investments that you choose. Our online portfolio management and real-time reporting system gives you direct access to your investments so you can keep a constant eye on what’s happening.
MIDAS Financial is not owned by a financial institution, so there is no conflict of interest. Rather than following the herd, we seek out undervalued assets and selected investment opportunities that will meet your specific requirements.
One of the special features of MIDAS Financial is the open and transparent nature of our business. We get to know our clients personally, so we have a clear understanding of their financial goals, expectations and needs. Our clients enjoy our quick response time, straight-talking, educational approach and easy-to-understand explanations. Transparent processes and efficient reporting put you back in control of your financial situation.
Active Asset Management
MIDAS Financial combines strategic thinking, global knowledge and reliable relationships with some of the world’s most secure and trusted financial institutions to provide you with high-quality, personalised service devoted to meeting your highest expectations.
Our global approach gives us a broad, yet in-depth view of economies and markets, and enables us to create carefully calibrated investment portfolios where high-quality assets are combined to provide the best returns with the lowest risk.
The result is a personalised investment portfolio that integrates your personal financial situation and is tailored to meet your specific needs and achieve your objectives.
Wealth Management
Some investors seek total control, while others prefer to delegate to specialists. Whatever your preference, we can find a wealth management solution that suits you. The MIDAS Financial team has the flexibility to offer a full suite of investment management services – from providing you with the investment research for you to make your own investment decisions to providing a discretionary investment management service for those who prefer to delegate.
Financial Strategy
Our knowledge of trusts, foundations, succession planning and charitable bequests can help provide a stable future for the next generation.
Investment Service
Expat and Cross-Border Advice
Through our sister company (HFS Asset Management) licensed by the Securities and Futures Commission (SFC) in Hong Kong, we’re able to offer our services to expats around the world.
MIDAS Ethical
More importantly, our license enables us to access investments listed on most of the world securities exchanges regulated according to the International Organization of Securities Commissions (IOSCO) principles. This means you can rely on us to provide advice regarding your wealth – wherever you are in the world.
Resources
MIDAS Financial is proud to deliver dynamic, dedicated strategic financial planning that makes a big difference to your financial future.