How financially confident are you?

Life can be full of surprises. Gaining financial confidence will help you better assess and evaluate how you can reach your goals. Take our test to find out how confident you are.

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Insights

Forward-looking and in-depth, you’ll find distinct viewpoints and independent thinking from our on-the-ground investment experts around the world to help you diversify your portfolio.

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How can wealth management help?

We help you draw up a financial blueprint for your future, so you know you’re on track to meet your goals. And when you choose Cassandra, you get a trusted partner who can guide your financial decisions for years to come.

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Panorama - Rising to the Inflation challenge

Hot inflation is a problem with no good solutions in the near term. Market pricing of recession risk is more likely to increase than decrease in coming months

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Welcome to Cassandra Financial Advisors

We have been looking after the financial affairs of individuals, families and businesses for more than two decades. Cassandra Financial Services offers individuals around the world a complete range of tailored advice and investment services. Our spectrum ranges from investment management to estate planning and corporate finance advice. Our solutions for independent financial advisors and wealth managers include research, infrastructure and a broad range of services.

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How we can help you

Planning your investments International financial planning Protecting your family Passing on your estate Managing a divorce settlement Planning for care in later life Planning your retirement

Who we help

Private Clients

Whether you’re part of a family business, a professional sports person, an entrepreneur or looking for support for yourself or your family, we will work closely with you to understand your financial goals and ambitions, helping you to plan, build and grow your wealth.

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Entrepreneurs

Our experts work closely with each other across specialist disciplines to ensure that our clients receive a seamless service.

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Family Businesses

We provide wealth management services to those with substantial private capital, acting for clients including entrepreneurs and long-established families, including those with businesses

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Charities

Our specialist charities investment team acts for a range of charitable interests and professional trustee boards as a reliable and trusted custodian of their assets.

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Explore our single- and multi-manager offering

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