Wealth management that crosses borders with you.
ValMonde exists to shorten the distance between you and the global financial markets.
The question
A wealth management firm built for lives that cross jurisdictions.
Most families reach a point where the people advising them are the people who happened to be nearby. The banker who opened the first account. The accountant who has filed the returns since the business had four employees. All competent, all trusted, and none of them built for the question the family is now asking.
That question is rarely about returns. It is about who holds the capital, under whose law, in what currency, and what happens to all of it when the person who built it is no longer the one deciding.
The mandate
You may live in one jurisdiction, earn in a second, and hold capital in a third. ValMonde is a wealth management firm built for exactly that position. Through one relationship you reach the global financial markets: brokerage for the transactions, and a bridge between the financial systems your capital moves through.
The advice is ongoing. As your situation moves, between countries, currencies, and structures, the advice moves with it. Private clients and companies are advised on the same footing.
Borderless
Moving money across a border becomes as ordinary as moving it across town.
The standing
London
Dubai
Manila
The limits
ValMonde does not take custody of client money. Your assets are held in your name with regulated custodians, and every account is contracted on terms you can read. That structure is deliberate. It keeps your interests and ours pointed the same way.
The entity, regulator and licence under which each service is provided are set out in your client agreement, and are given to you in writing before you commit to anything.
Why this firm
Borderless by design
The firm exists for lives that cross jurisdictions. One relationship reaches the global financial markets, in every currency you live in.
Your name on everything
Assets held in your name with regulated custodians, accounts contracted on terms you can read, and fees disclosed in writing beforehand.
An advisor who stays
A named investment advisor who knows your whole position and remains through every move it makes.
12
Years
US$100m+
Under advice
4
Jurisdictions
An invitation
Discuss your portfolio with an investment advisor.