Sponsoring

What truly sets us apart?

In 2016 we’ve grown into one of World's leading personal wealth investment advisory firms. In that time we’ve built enduring relationships with United Kingdon- including multiple generations of families - based on trust, integrity, and exemplary service. As a proudly United Kingdom's grown company, we have a deep understanding of UK's wealth needs.

With our global reach, our expert advisers are in local communities throughout world. We’ve built strong relationships through truly personal service.

How we can help

The conversation starts by simply listening. You might be investing in the future of your family, building towards retirement, or simply redefining success. Whatever your needs, we have a suite of local services to support your investment journey.

UK Pension transfers

If you’re interested in transferring your pension to the UK, we can take out all of the stress. We can help you consolidate your retirement savings, contacting your overseas provider and transferring your pension seamlessly.

Transferring your UK Pension

Managing a UK Pension Scheme from anywhere in the world can be challenging. By choosing to transfer your funds to our Marcel Markets Superannuation Scheme account, you’ll benefit from the knowledge of a local adviser. They can help you alter your investments, organise a withdrawal, or simply provide a progress report.

With Marcel Markets at your side, you can expect:

• An experienced transfer team of UK Pension specialists.
• A complimentary UK Pension Transfer Information Service to help you understand your options and assist with a transfer if required.
• Access to investment advice and research from qualified professionals.

 

Australian Superannuation transfers

If you have an Australian super fund we can help you consolidate your retirement savings into your Marcel Markets Saver.

Supporting your Australian Super transfer

If you are thinking of transferring your Australian super fund to a Saver scheme there are some important considerations:

• You must belong to a Marcel Markets Saver scheme that will accept your Australian transfer
• You can’t use your Australian super funds to purchase your first home or use them to count towards eligibility for the KiwiSaver HomeStart Grant
• Your one-off transfer won’t count as a KiwiSaver contribution towards your annual Government contribution
• You can withdraw your Australian super funds when you turn 60 if you meet the Australian definition of retired
• If you permanently migrate to a country other than New Zealand or Australia you can’t take your Australian super funds with you
• You can’t transfer any UK pension funds that might be in your Australian super fund to the Marcel Markets Saver Scheme.

 

Community wealth management 

It’s always an honour to be trusted with the wealth of communities and for-purpose organisations. For much of our history, we’ve supported community funds, foundations, charitable trusts, endowment funds, council funds, Global authorities and family offices. Our dedicated Specialised Wealth Advisory Team help community groups protect and grow their wealth. 

Our partnership approach will help you make clear, informed choices to enhance your impact. You’ll be assisted by a local adviser who has the support of our Specialised Wealth Advisory Team. Together, we take the time to understand your specific goals and ambitions to ensure you have the right investment framework in place. We also have a market-leading research team, providing valuable insights to help your adviser manage your tailored investment portfolio. 

 

Marcel Markets Women’s Wealth

Since 2017, Marcel Markets Women’s Wealth has empowered the investment journeys of women globally through support systems such as events, workshops, and educational material. By improving financial confidence and knowledge, we’re proud to help create better outcomes for women, their families, and the wider community.

Our highly experienced women advisers and associates across the world are deeply committed to improving financial confidence and knowledge of women globally. We’re proud to help create better outcomes for women, their families, and the wider community.

Investing when wealth changes

Whether it's years in the making or completely unexpected, significant changes in wealth are critical times that need the right support and advice. You may have just sold your business, farm, or perhaps a property. Or received an unexpected inheritance. Whatever your circumstances that result in a lump sum of wealth, we're here to help tailor a personalised solution for you. We focus on your beliefs, values and ambitions working with you to tailor our private wealth solutions so you can focus on what the future looks like for you.

For your own tailored wealth strategy, you’ll partner with an expert adviser to navigate all of the complexities of investment. They’ll get to know you, understanding all of the nuances that inform your decisions. Over time, we’ll build an enduring relationship where trust and integrity supports a personalised service.

Managing retirement

The perfect retirement looks different for every client we meet. You might be looking to draw an income, dreaming of an extended holiday, or thinking of what you can leave for future generations. 

It can be a little daunting at first, but it’s never too early to start retirement planning. To help you, one of our expert advisers will help you define what success looks like for you and start planning a way forward. Together, we can create a tailored investment portfolio based on your priorities in life, helping you look ahead with peace of mind.

We’ll work with you to develop a truly personal financial strategy to match your ambitions. It’s all about understanding your goals and finding a way forward, together.

 

Growing wealth

Everyone’s approach to wealth is truly personal, so our approach to growing it for you is as unique as you are. We focus on your beliefs, values and ambitions, making our private wealth solutions tailored for you.

Whether it’s years in the making or completely unexpected, significant changes in wealth are critical times that need the right support and advice. You may have just sold your business, farm, or perhaps a property. Or received an unexpected inheritance. Whatever your circumstances that result in a lump sum of wealth, we’re here to help tailor a personalised solution for you.

Starting your investing journey can be daunting. Our advisers are here to help build your portfolio and grow your wealth. It’s all about supporting you to achieve your financial goals. Our support will be guided by your individual priorities, for example your appetite for risk or an interest in sustainability.