DaksonGlobal Wealth
Grow your wealth globally with our diversified investment options, retirement planning, and personalized financial advice.
Why Choose Our Wealth Management
Sophisticated investment solutions for global citizens.
Global Diversification
Access investment opportunities across international markets and multiple asset classes to build a truly diversified portfolio.
Multi-Currency Portfolios
Invest in multiple currencies to hedge against exchange rate fluctuations and align with your global lifestyle.
Personalized Strategy
Receive tailored investment advice based on your financial goals, risk tolerance, and international circumstances.
Our Investment Philosophy
Building wealth through disciplined, evidence-based investing.
Global Perspective
We take a truly global approach to wealth management, recognizing that in today's interconnected world, investment opportunities exist everywhere. Our strategies incorporate international markets, currencies, and asset classes to build portfolios that are resilient to regional economic fluctuations.
Long-Term Focus
We believe in the power of long-term investing and compound growth. Our strategies are designed to weather market volatility while capturing the long-term growth potential of global markets. We help clients avoid emotional decision-making and stay focused on their financial goals.
Tax Efficiency
For global citizens, tax considerations are complex and critical. Our investment strategies incorporate tax-efficient approaches that consider your unique international tax situation, helping to maximize your after-tax returns across multiple jurisdictions.
Risk Management
We take a sophisticated approach to risk management, considering not just market risk but also currency risk, geopolitical factors, and liquidity needs. Our portfolios are designed to align with your personal risk tolerance while pursuing your financial objectives.
Investment Options
Transparent fee structures designed to align our interests with yours.
Self-Directed
0.25% annual fee
Charged monthly
- Access to global ETFs and stocks
- Multi-currency investing
- Automated portfolio rebalancing
- Basic financial planning tools
Managed
0.75% annual fee
Charged monthly
- All Self-Directed features
- Personalized investment strategy
- Dedicated financial advisor
- Advanced tax optimization
- Comprehensive retirement planning
What Our Clients Say
"As someone who lives and works across multiple countries, DaksonGlobal's wealth management platform has been invaluable. I can manage investments in different currencies and markets all in one place."
Robert Chen
International Consultant, Singapore
Frequently Asked Questions
What is the minimum investment amount?
The minimum investment for our Self-Directed option is $5,000, while our Managed option requires a minimum of $50,000. These minimums ensure we can properly diversify your portfolio across multiple asset classes.
How do I get started?
You can open an account online in about 10 minutes. After completing your risk assessment and investment goals questionnaire, you can fund your account and your portfolio will be created based on your profile.
Can I access my money when I need it?
Yes, your investments remain liquid. Withdrawals typically take 3-5 business days to process and transfer to your linked bank account. There are no withdrawal fees or penalties.
Ready to Grow Your Wealth?
Join thousands of global investors who trust DaksonGlobal with their financial future.