Wealth Management

Our Overview

Strategic wealth advisory for ultra-high-net-worth individuals, focusing on long-term capital preservation and smart asset deployment. Protected and strategically deployed to maximize returns over the long term.

Macro-informed asset allocation and estate planning Utilizing macroeconomic insights to inform investment strategies and manage estate planning effectively.

Multi-asset portfolio modeling Developing diversified investment portfolios that span multiple asset classes to mitigate risk and enhance returns.

Integration of behavioral finance and tax optimization Incorporating principles of behavioral finance to understand client decision-making, while also optimizing tax strategies.

Even more secured

Empower Your Network

Research Report

Specialized Multisectorally, Multi geographically and across timelines

High Specialized Team

Managing Wealth with focussed expertise and tailored strategies

Global Equity

Global expertise for global markets

Bespoke and highly curated global equity portfolios

FAQs

What does MICS Wealth do, and who do you help?

We help individuals and families grow, protect, and pass on their wealth across borders and generations. From building globally diversified portfolios to simplifying cross-border investing and planning for estate and tax efficiency, our services are designed for forward-thinking investors who want more than just market returns.

Why is global diversification important?

Relying solely on local markets can limit your exposure and increase country-specific risks. With global diversification, you access stronger currencies, world-class businesses, and sectoral opportunities not available locally. We help you invest in global ETFs and funds that align with your goals - all from the comfort of your home.

What do you mean by “Wealth, Death and Taxes”?

It’s our way of summarizing what truly matters in financial planning. • Wealth – how you grow and protect it. • Death – how you pass it on, through succession and estate planning. • Taxes – how to invest and transfer assets efficiently. We bring all three under one advisory roof.

I’m not very financially savvy — can I still work with MICS Wealth?

Absolutely. You don’t need to be a finance expert. We simplify everything from account setup to investing , and guide you every step of the way. We take care of market research, portfolio rebalancing, and long-term planning so you can stay focused on your life while we manage your wealth.

How do you decide what to invest in for me?

We begin by understanding your financial goals, risk appetite, and investment horizon. Based on that, we create globally diversified portfolios using ETFs and funds. We actively monitor markets, rebalance when needed, and always keep tax efficiency in mind because long-term wealth creation depends on smart decisions and discipline.

What is the onboarding process like?

We onboard you on IBKR (Interactive Brokers), a leading US-based brokerage platform. Here’s how it works: • We begin with a short discovery call. • You complete your KYC online. • You can fund your IBKR account in USD directly. • Once your account is ready, we start investing in globally diversified ETFs based on your profile. All investments are made in your own IBKR account, we simply execute the strategy for you.

Is my money safe with IBKR?

Yes, your investments are held securely with Interactive Brokers, one of the world’s most trusted brokerage platforms. Your account is protected by SIPC insurance (up to $500,000, including $250,000 for cash) against broker failure, and additional excess insurance is also provided. IBKR is a publicly listed and regulated broker with a strong global reputation.

Do I have ownership of the securities in my portfolio?

Yes, 100%. All securities are held in your name in your personal IBKR account. MICS Wealth only has limited trading authority to manage the portfolio, we cannot access your funds or withdraw money. All deposits and withdrawals are entirely controlled by you.

How do you charge for your services?

A fixed annual fee for portfolio management, and there is no minimum investment requirement and no lock-in period.