What do our clients have in common ?

stein international INVESTMENT Management

Our clients...

Our clients are typically either expatriates or English-speaking nationals seeking a bespoke personal service and a ‘Safe Home’ for their personal or family wealth. They value our discreet and confidential approach. Additionally, our clients appreciate being with a Wealth Manager that provides a fair, first-class personal service and treats their capital as if it were their own. They are drawn to our business model that aligns with their interests and values, creating an environment where both parties are rewarded for success. 

The world is continually changing. Our clients look to us to help them navigate a safe passage with their wealth. In our view, gone are the days of traditional investing. Our clients enjoy a more global, innovative structure built around investment themes. A unique approach to investment, where we monitor and manage the fund managers, where underperformers are replaced without charge.

We invest with a green filter without sacrificing client returns. Whilst our clients may or may not be aware of investing sustainably, they are comforted to know that we are. Stein is the home of ESG investing.

Our clients benefit from

step in the right direction

Please contact me...

Be in the know

Subscribe to our newsletter – Successful Green Planet Investing