Personal Investment Accounts

The core of our business is to provide our clients with world class investment accounts and to assist them with a holistic management service.

We will help you to open the account, manage the underlying investments and be available to you 24/7 when required.

We have a variety of the best accounts that we carefully choose from account providers from all over the world.

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Lump Sum Investment Accounts

We have a range of lump sum investment accounts to suit different investment objectives and with different minimum balance requirements.

Where possible, we would encourage you to open a Platform account as we consider these accounts to be market leading. Benefits of a Platform account include:

  • Low cost, usually approx. 1% annual fee
  • No commission paid
  • Access to over 40,000 funds, stocks, bonds, ETF’s, index trackers
  • Minimum opening balances start from just $25,000 or currency equivalent
  • 100% access to your money at all times, no surrender fees, no lock ins
  • Can add or withdraw money at any time with no penalties
  • Tax efficient – Tax free in most cases when an expatriate
  • Can be structured for both growth and income generating.

Regular Savings Accounts

We specialize in short-term monthly savings accounts which give structure and access to growth compared to a simple bank account.

We believe that long-term financial planning is key, but it is best to keep the monthly savings accounts short-term and as flexible as possible. This flexibility takes into account the transient nature of working abroad and allows you to increase or decrease your monthly contributions when required and to give you access to your money if needed.

Some of the benefits include:

  • Monthly premiums starting from just $200 per month
  • Short-term, flexible investment periods
  • Access to world class mutual funds and index trackers
  • Access to your money if required with no penalties
  • Can be linked to your bank account so no international transfer fees
  • Tax efficient – Tax free in most cases when an expatriate

Guaranteed Returns Accounts

If you would like certainty from your investment returns then we have a choice of excellent guaranteed returns accounts for you to choose from.

We have both lump sum and monthly savings accounts that offer a guaranteed return of up to nearly 5% per annum. They have the potential to return higher than 5% per annum depending on the performance of the underlying investments.

Some of the benefits include:

  • Monthly premiums starting from just $200 per month
  • Minimum guaranteed return, up to nearly 5% per annum depending on your investment timeframe
  • Investment tracks a major stock index so has potential to exceed the minimum guaranteed return
  • Peace of mind that your investment will not lose money
  • Can be linked to your bank account so no international transfer fees
  • Tax efficient – Tax free in most cases when an expatriate
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Quintessential AMG

We are an International Financial Advisory and Asset Management Group.

We focus on providing world class financial advice to individual expatriates across the world, with a particular emphasis on the Asia and Middle East regions.

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Our Strategy

Our company was created to offer a modern approach to financial planning.

We understand that our clients are seeking low cost, flexible solutions to their planning needs whilst ensuring the highest levels of protection throughout the process.