This email address is being protected from spambots. You need JavaScript enabled to view it.
Wealth and Investment Management
Walking you through the highs and the lows
Trust and Estate Planning
Ensuring your beneficiaries, benefit
Advisory Services
Make your own decissions with expert support
Welcome to JA PFM
We are a privately owned company specialising in the needs of Expatriates around with world. We have over 60 years combined experience in helping expatriates manage their finances, insurances, banking and investments.
Our investment management teams and financial advisers work with private clients, trusts and companies, offering both an advisory and discretionary management service. Whatever your situation, we focus on creating a portfolio that is tailored to your unique needs.
OUR SERVICES |
|
Financial PlanningWe specialise in Expatriate Financial Planning with clients in over 20 countries. Our team are all fully qualified Financial Planning Consultants and have in excess of 60 years experience between them. We offer qualified advice on Investments, Retirement Planning, Savings, Insurance, Estate Planning and Fund Advisory functions. |
FundsWe work together with some of the worlds most innovative fund managers to bring you a broad base fund service. Access to some of the worlds most prestigious fund managers at a discount or from time to time JA broker funds offering greater discounts. Our own range of funds is as diversified and as competitive as any in the marketplace today. |
Retirement PlanningPlanning and managing your retirement fund is a complex task often left too late. We work closely with our clients to enhance their existing pensions and ensure that their future retirement planning fits their specific requirements. |
Estate PlanningPlanning and managing your estate to mitigate inheritance taxes is a complex task. Specialist advice is crucial to ensure that your estate is not only tax efficient, but that it goes to the right people. |
NAVIGATION
Write to us
Seefeldstrasse 69,8008 ZurichSwitzerland
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.