Our Services

Family wealth for future generations.

Investment strategies and tax planning.

Insurance & estate planning.

One-on-one financial partnership.

The Montpelier Nordic Family is dedicated to providing a wealth management service in the fullest sense. Its aim is to preserve and grow family wealth for future generations. We achieves this through a combination of successful investment strategies and careful tax planning thus ensuring a planned transfer of wealth to future generations as well as assisting with the specific personal needs of your family.

Our services includes: investment, insurance, retirement, tax and estate planning; all in partnership with leading insurance, banks and fund groups. As a client, you will get an intimate one-on-one financial partnership in which we will deliver what you expect. We will help you to achieve your financial goals with the utmost care, discretion and integrity.

Since Montpelier Nordic Ltd. is a Scandinavian division of the Montpelier Group (Largest, fully licensed and regulated independent tax and financial planning consultancy in Asia), we can also offer you substantial discount on worldwide funds, own Portfolio Management Team with online portfolio viewer system tailor-made for our valued clients.