Powered by AI. Driven by Insight
Redefining wealth management through intelligent data, human expertise, and enduring relationships.
Powered by AI. Driven by Insight
Redefining wealth management through intelligent data, human expertise, and enduring relationships.
Our Personalized Wealth Management Process
We believe in a tailored approach. Our unique Suitability Quadrant, based on your GIVLS and VIS scores, ensures your portfolio aligns with your goals and risk tolerance.
Discovery & Assessment
A deep dive into your financial goals, life stage, and comfort with risk.
The Suitability Quadrant
We analyze your results to match a specific client profile and ensure portfolio suitability.
Strategic Implementation
We build a customized portfolio with a core & satellite investment strategy.
Comprehensive Wealth Solutions
Wealth Management
Expert guidance for high-net-worth individuals and expats, navigating global markets to preserve and grow your capital.
Financial & Estate Planning
Structuring your assets to create a lasting legacy and ensure seamless wealth transfer for future generations.
Family Office Strategies
Gaining insight through integrated financial planning, tax optimization, and bespoke strategies for your family's unique needs.
Key Features
Consolidated Asset Reporting & Analytics
Technology-Enabled Portfolio Management
AI-Powered Insights
Meet the Experts
Your Journey, Our Commitment
With 16+ years of advisory experience, our team has a proven track record of building lasting client relationships and delivering results. We are dedicated to navigating complex financial landscapes to secure your prosperity.
Who We Are
Trusted. Transparent. Tailored.
Your Partner in Preserving and Growing Generational Wealth
Opes Global Wealth simplifies the complex world of investing. We are your long-term partner in building, preserving, and transferring wealth seamlessly across generations. As an independent, conflict-free firm, we offer transparent, purpose-driven strategies tailored to your life goals. We have no in-house products, no hidden agendas—just a singular focus on your best interests.
Highlights
Global Access
Independent Advisory
Lifecycle Planning
Legacy Focus
About
At Opes Global Edge, we simplify wealth through independent, research-backed advice that blends human understanding with data-driven insight. We help clients build clarity, structure and confidence in their financial journey.
Framework
Where Strategy Meets Suitability.
Our GIVLS + VIS + Personalization framework aligns life goals with suitable investment strategies for lasting outcomes.
Services
Comprehensive Solutions for Every Stage of Wealth
Investment Advisory
Financial Planning
Global Investments
Estate Planning
Family Office
Tax Advisory
Insights
Contact
Let’s Design Your Wealth Journey.
We’d be delighted to understand your goals and show how our framework can add clarity to your financial life.