Investing Made Easy

At Neville Montagu, we specialise in custom wealth management for expats and high-net-worth individuals. Explore how our tailored solutions can help you effectively manage and grow your wealth, no matter where you are in the world.

  • Risk Managed Portfolios

    Our Risk-Managed Investment Portfolio service offers five carefully designed portfolios—Defensive, Cautious, Balanced, Growth, and Speculative—each tailored to match your financial goals and risk appetite. Begin your journey to smart, growth-driven investing today.

  • Bespoke Investment Management

    Tailored specifically for expats, our Bespoke Investment Portfolio Service offers strategies aligned with your unique financial goals and risk tolerance. Benefit from global opportunities and expert risk management, designed to grow and protect your wealth.

  • Pension Transfers

    We specialise in managing cross-border pension transfers, including QROPS and SIPPs. Our expert team ensures efficient transfers, fully compliant with local and international regulations, protecting your retirement funds wherever you choose to retire.

  • Property Investments

    Want to build a property portfolio with ease? Our company incorporation service simplifies the process. Set up your company, we help you secure financing, and start growing your portfolio in just a few weeks.

  • Currency Transfer

    Streamline your international money transfers with our currency services, designed to minimise exchange risks and optimise costs. Whether for personal, business, or investment needs, our expert advice ensures secure and efficient transfers.

  • Investing in Gold

    We help clients invest in gold, whether through physical bullion or ETFs within your portfolio. Our tailored strategies ensure your gold investments align with your financial goals, offering stability and growth in volatile markets.

  • Offshore Mortgages

    Expat investors often face tax, currency, and financing challenges. Our expat mortgage service provides tailored solutions and expert advice to secure your investments. Book a call with our specialists today.

This content is for background information only. It is not investment advice, a recommendation, or an offer of services. While based on sources Neville Montagu believes to be reliable, it is provided without warranty of accuracy. Unauthorised use is strictly prohibited. Neville Montagu and any of its partners accept no liability for any loss arising from the use of this information.

Neville Montagu is an appointed representative of Neba Wealth Management (NEBA), Head Office: 15-3 Menara 1MK 50480, Kuala Lumpur, Malaysia. www.nebawealth.com

‘NEBA ’ refers to the Neba Wealth Management Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are NEBA Private Clients, which is licensed to operate in multiple regions. NEBA Private Clients Pte Ltd is licensed by the Monetary Authority of Singapore (MAS); NEBA Insurance Brokerage is registered with the Central Bank of the UAE (CBUAE); NEBA Private Clients Financial Advisors LLC is licensed by the Securities and Commodities Authority (SCA) UAE; NEBA Private Clients Ltd is registered with the Labuan Financial Services Authority (LFSA) in Malaysia; NEBA Private Clients (PTY) Ltd, authorised by the  Financial Sector Conduct Authority (FSCA) in South Africa. NEBA Private Clients UK is licensed by the Financial Conduct Authority (FCA)  

If you are a client outside the United Kingdom, please note that our services are not covered by the UK’s regulatory framework. This means that protections from the Financial Conduct Authority (FCA) and the UK Financial Ombudsman Service will not apply. Instead, your relationship with us will be governed by the laws and dispute resolution processes of the jurisdiction where you receive our services, which will differ from those in the UK.

The investment return and the principal value are subject to market fluctuations. Consequently, an investment, upon redemption, may be worth less than the initial amount invested. Past performance is not indicative of future returns, and we cannot guarantee the success of any investment strategy.

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