International Investment Group

Providing financial product distribution, private client services

fund structuring and business support for independent financial advisers.

ABOUT EXCELSIOR WORLDWIDE LTD

Excelsior Worldwide Ltd is a business to business financial and legal product provider with offices in the United Kingdom, Bahamas, Mauritius and administration offices in the Philippines and Thailand. Excelsior Worldwide focus on due diligence, transparency and providing first class administration support to the network members. 
 
The Excelsior Worldwide partnership commitment includes: full marketing support, business processing administration, product technical assistance, compliance and strict due diligence on a growing range of innovative financial products and services.
 
Excelsior Worldwide clients include financial advisers, independents, family offices and wealth management firms. 
 
Excelsior Worldwide are always looking to develop relationships with professional advisers so please contact us if you would like to know more about our product range and how you may grow your business with Excelsior Worldwide.
 
In an ever more changing industry and regulation and compliance Excelsior Worldwide provide members with the platform to succeed.





Legal Services

Excelsior Legal & Estate Services (UK) Ltd specialises in a varied range of products worldwide for personal and business estate planning.

  • Advice & Guidance on inheritance issues, legacies, beneficiaries, trustees, executors and guardians.
  • Wills – Multinational including Advance Medical Directive
  • Legalisation of documents for use at home and abroad.
  • Letter of Wishes which conveys your wishes to your executors
  • Trusts – To protect your assets according to your needs and wishes

Whatever your circumstances, wherever you and your assets are situated, we can help you with effective and professional estate planning.

Asset Management

Excelsior Asset Management is a fully licensed CIS Manager and is the investment manager of multi-asset fund of funds domiciled in Mauritius.  The Excelsior fund range includes two investment strategies:

 

  • The Excelsior Opportunities Fund is a multi-asset fund with focus on moderate participation in equity market growth while keeping an element of capital protection. The multi asset approach aims to diversify the risk and lower volatility.
  • The Excelsior Fixed Income & Growth Bond is a multi-asset fund with focus on high yield and income generating assets. It aims to have a balance of capital protection and growth while keeping volatility low.

 

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