• About Abacus Wealth Management

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About Us

Abacus Wealth Management Limited (AWML) is an independent wealth management advisory firm based in Gibraltar. 

AWML is regulated by the Gibraltar Financial Services Commission and holds the following licenses:

1. Category 3 Investment Firm under the Markets in Financial Instruments Directive (MiFID)
2. Insurance Intermediary (Life) under the Insurance Mediation Directive (IMD)
3. Pensions Adviser

You can confirm this by clicking on the following link: http://www.fsc.gi/regulated-entity/abacus-wealth-management-limited-24080

Where we can provide our services

AWML holds European Union passporting permissions to recommend our services in a number of EU countries. This means that we can provide advice to clients living in those countries without the need to be directly regulated by the relevant member states.

Our Vision

The firm aims to become the number one independent provider of financial services in Gibraltar by placing our clients at the centre of everything we do. We firmly believe in the direction of travel that Wealth Management is taking as it continues to evolve in the 21st century.

We feel that consumers have never been in a better situation to understand exactly what they are paying for financial services and to whom. The new regime also enables consumers to get a better deal than they may have been able to achieve in past times with the advent of obligatory cost transparency. The digital age has had a significant impact on how clients use financial services and we endorse all the benefits that this delivers for both the client and adviser. We believe the result of these changes will improve consumer confidence, trust and protection and in doing so, will enable firms such as ours to develop generational relationships with our clients.

We have outlined how we intend to achieve this in this section of the website “How we will seek to advise you” and would encourage you to visit this section of the site. We want you to tell us if we fall short of our ideology in order that we can continuously improve what we do and how we do it.

We are very passionate about what we do and are here to help you. If after reading this section, you feel that we can deliver the service you are looking for, please contact us and let us know how we can help.

The team at AWML look forward to hearing from you.

☎ (+350) 200 42967   ✉ This email address is being protected from spambots. You need JavaScript enabled to view it.  

☎ (+350) 200 42967

This email address is being protected from spambots. You need JavaScript enabled to view it.

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