WEALTH MANAGEMENT

Many managers focus upon relative performance and benchmarking, we seek to identify opportunities for investors to make money irrespective of market conditions.

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NON-HABITUAL RESIDENTS

High net worth individuals, pensioners & entrepreneurs may take advantage of Portugal's non-habitual resident (NHR) regime, thereby possibly enjoying a life free of income tax.

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TAX PLANNING

We have a wealth of experience in tailoring customized solutions for private clients and international business’s, that are aligned with your overall tax and estate planning strategies.

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DNA Wealth Management

The purpose of DNA is to provide accurate information from a range of specialists in a streamlined and cost effective manner.

Getting accurate answers to important questions on financial matters can be time consuming, difficult and frustrating at times. The purpose of DNA is to provide accurate information from a range of specialists in a streamlined and cost effective manner.

The Company’s sole function is to provide access to a number of specialist service providers that are regulated to give advice on their respective areas of expertise.

We believe international clients need swift and simple access to accurate financial information. On request, we will undertake with our clients a detailed review of their arrangements and propose a range of appropriate solutions that can be delivered by our strategic partners.

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Dna Financial Planning and Wealthe Management

Latest Insights

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BEWARE OF HIDDEN COSTS

When you decide to invest your hard-earned money, it’s not for free, no matter what any financial adviser claims!

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INVESTMENT IDEAS FOR LOW YIELD ENVIRONMENT

When you establish your investment portfolio, your financial adviser, or investment manager will ask you to identify the investing strategy you plan on utilizing to manage your money.

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INVESTOR PRIORITIES

The asset management industry has enjoyed growth of 140 percent from 2002 to 2014, from $31 trillion to $74 trillion in assets under management, supported by the positive backdrop of falling interest rates and bull markets driven by the central banks.

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