Type below to start your search
Search results for:
See all ({{ resultCount }})
Wealth Management
Wealth Management
Britannia Securities serves high-net-worth individuals and families providing a truly independent and tailor-made wealth management service. Our focus is to preserve and increase our client’s wealth and legacy over time.
  • Tailor-Made

    We do not provide a specific set of solutions to attend a certain client profile. Instead, our strategies are built specifically for each family, adapting to their objectives, needs and lifestyle.

  • Relationships

    Our business is focused on building transparent, solid and lasting relationships with our clients, focusing time and effort to perpetuate their legacy and wealth.

  • Confidentiality

    Britannia Securities Limited adheres to the strictest confidentiality practices.

Competitive Advantage
  • Our investment team has navigated through multiple economic and market cycles, having previously worked in major financial institutions, investment funds and operating companies.
  • Economies of Scale

    Given our size and relationships, Britannia Securities Limited has strong bargaining power with banks and financial products providers.

  • Exclusivity

    Due to the limited number of clients, we offer a high-touch service.

  • Communication

    We are in constant communication with our clients offering them solutions and investment opportunities as their lives and the market environment change.