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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Your local banks are a big part of the problem.

The simplest and safest way to safeguard your assets was to open a bank account in another country. With today’s financial markets and regulation the banking world is a madhouse, and your local banks are a big part of the problem. Here’s a grim picture for a realist: Your local bank goes under. Who protects your money?

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Don't chase income investments - Buy Yield “aristocrats”

- Dividend Traps - Play it Safe

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What’s an Investment Platform?

How much can I expect to pay for an investment platform? Benefits of an Invest Platform?

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