Lump Sum Investing

Managing your wealth in the most efficient and effective manner lays out the pathway to achieving and maintaining financial independence for you and your loved ones.

The majority of Acuma clients enjoy an international lifestyle which often involves living, working and retiring in multiple locations. Acuma's transient client base often require bespoke tax efficient investment structures which are created using information gathered during an in-depth examination of personal circumstances and future plans.

Once the most appropriate investment structure has been designed, our advisory team will guide clients through the investment process. Similar to investment structures, client portfolios are designed on a case by case basis. Our tax and advice specialists will once again consider your personal circumstances, appetite and capacity for risk and longer terms goals when constructing your investment portfolio.