Alternative Investments for astute wealth managers
The Target Wealth Group acts as a master distributor of investment products to Certified investors, wealth managers, and IFAs.Through our extensive global partnerships, we have unique access to a wide range of investment instruments, with a specialization in private and alternative assets for certified investors, institutional investors and family offices.
Our priority is to build sustainable wealth for our clients and partners. We focus on their success and remain committed to helping them grow their wealth and pursue their financial goals.
At Target Wealth, our clients and partners come first.
With a clear code of conduct, every engagement is made with our values in mind.
We earn trust through our deep understanding of each client's unique needs. By aligning our investment strategies with their goals, we develop tailored solutions for complex financial challenges. Our commitment to continuous research and rigorous due diligence drives innovation, enabling us to uncover valuable opportunities in alternative investments that deliver meaningful results for our partners.
In today's complex financial landscape, clear and unbiased guidance is essential for building lasting wealth and securing your family's legacy. We believe transparency isn't just a policy—it's the foundation of every client relationship. Our commitment extends beyond traditional advisory services. We share deep market insights and provide strategic direction, empowering our partners to make informed decisions that align with their long-term financial objectives.
Success in wealth management is built on long-term partnerships and aligned interests. We forge lasting relationships with our clients and partners, creating a foundation of trust that enables sustainable growth. By combining our partners' expertise with our innovative solutions, we achieve superior outcomes for all stakeholders. This collaborative approach reflects our commitment to team work.
Target Wealth Group has tailored its solutions to meet the needs of Wealth Managers, and partners through each of its divisions:
Our private equity platform provides sophisticated investors access to direct ownership in carefully selected private companies with strong growth potential.
Target Wealth Group’s ESG investment solutions empower investors to generate positive environmental, social, and governance impact alongside financial returns.
At Target Wealth Group, we specialise in connecting sophisticated investors with premium joint venture (JV) opportunities that offer unique advantages in today’s complex investment landscape
Target Wealth Group’s multi-asset investment approach offers strategic diversification across multiple asset classes, investment styles, and geographic regions.
Gold stands as one of history’s most enduring and valuable precious metals, prized for both its beauty and role as a store of value. As a unique asset class, gold often serves as a hedge against inflation, currency fluctuations, and economic uncertainty.
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Individual Savings Accounts (ISAs) require single ownership, preventing joint accounts even for married couples. However, strategic planning enables couples to maximise tax-efficient savings through individual
Investment bonds placed within trust structures represent sophisticated wealth preservation strategies, particularly for inheritance tax planning. Through careful structuring, certain investments avoid taxation when distributed
Can You Transfer Investment Bonds Between Providers? Investment bonds serve as sophisticated tax-efficient investment vehicles, offering wealth-building opportunities for discerning investors. Understanding the intricacies of
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Target Wealth Group is a trading style of Oakmount Global Management Limited.
Oakmount Global Management Limited is registered in England and Wales under company number 07845532. Our registered address is Abacus House 14-18 Forest Road, Loughton, Essex, IG10 1DX.
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The content of this website has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this website for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested.
Important Notice : Investment products are available to you on the basis that you are reasonably believed to be such a person as is described in Article 19 (Investment professionals), Article 48 (Certified high net worth individuals), Article 49 (High net worth companies, unincorporated associations, etc.) Article 50 (Sophisticated investors), Article 50A (Self-certified sophisticated investors) and Article 51 (Associations of high net worth or sophisticated investors) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, or you are a person to whom this information may otherwise lawfully be sent or viewed. If you do not fall within such descriptions, then you should not act upon the information contained on this website. Target Wealth Group acts as a professional introducer and receives a fee from their working partners for every introduction made.
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If you don’t meet any of the criteria below, then you must STOP and leave this site.
You can find definitions of each category below.
To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:
They are a member of a network or syndicate of business angels and have been so for at least six months.
They have made more than one investment in an unlisted company in the two years prior.
They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.
They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.
