Platform
Experience and portfolio differenciated
Our platform helps you to expand your investment horizons. Our experts, strategists and economists give you access to the best information to help you achieve your goals.
Have the experience of a company with Investment know-how that offers a complete range of products to the client. With Over Global Trust, you can act and have the support of a company with tradition and sophistication, with an extremely diversified portfolio of products.
At Over Global Trust, we seek to understand your personal definition of success. Our team works with you and your family to define and identify your specific goals for today, for tomorrow and throughout your life. So you can have a lasting impact and create the life and legacy you envision.
The support and the right strategy based on your goals.
Goal-based planning — connecting your goals directly with the strategies that will help you achieve them — with regular monitoring, to ensure that your plans remain aligned with your strategy.
Experienced wealth consultants help you navigate the most complex situations, while sharing your in-depth knowledge of impactful and tax-efficient ways to structure and transfer wealth.
• Access to specialists focused on planning for company executives and entrepreneurs, and other professionals, with expertise in executive compensation, taxes and analytical techniques.
training
We offer all investment advisers hired by Over Global Trust the possibility to access an extensive training platform, not only on investment products, but also on other topics. This training makes possible to identify new opportunities for your customers and assist them in the best possible way.
