Telephone: 01189697884
Value and trust in a complex and diverse investment world.
TRUST WHEN YOU NEED IT MOST
About Us
The professional team at Jade State Wealth have over 20 years' experience in providing security Trustee, administration and nominee services.
Our experience as accountants, lawyers and administrators gained from servicing micro entities to large multi-national companies makes for an ideal combination to serve the needs of our clients.
Our current clients include:
· European-based asset management companies
· Peer-to-peer lenders
· FCA / FSMA investment and debt instrument promotions
· Property and asset management companies
· Loan and finance syndicates
· High net worth individuals
· Family offices
We are part of the Inchmead Group of companies (www.inchmead.com) and independently registered with the Information Commissioner and HM Revenue & Customs. We are authorised to hold and deal in client funds.
Investment and Trust Services
TRUST WHEN YOU NEED IT MOST
Investment Placement
A Comprehensive Approach
Do you have a project or idea that you’d love to bring to life? Since Jade State Wealth's opening day, we have provided clients with a wide range of investment choice.
Our catalog of investment opportunities that need funding covers:
1. Fintech
2. Artificial Intelligence
3. Property
4. Tourism and leisure
5. Manufacture and industry
6. Professional services
Asset and Wealth Management
TRUST WHEN YOU NEED IT MOST
Our clients are our number one priority, and our services prove just how committed we are to their investment success.
Book an introductory meeting today to learn more about how we can make your business thrive through finance opportunities.
Mergers & Acquisitions Consultancy
TRUST WHEN YOU NEED IT MOST
We have an incredible depth of experience in M&A consultancy. Our team consist of accountants, lawyers and industry specialists to guide you expertly and confidently through M&A processes as the seller or the buyer.
Security Trust Services
We act as a security trustee to investment or debt instrument arrangements covering a wide range of asset classes. Our appointment and the terms under which we act is bespoke to each engagement and set out in the security trust deed and accession confirmation.
As part of our range of services, as a security trustee, we administer the security and liaise with legal and management teams on both side of the arrangement.
Our Numbers
July 2020
Number of engagements: 16
Assets under our guardianship: £185,800,000
Testimonials
What Our Clients Have to Say
Jade State Wealth delivered where everyone else we approached failed. They found the solution and delivered all the services we needed, in one place under one engagement.
CC, London
I was so impressed with the team at Jade State Wealth. They were the only logical choice for my investment transactions, security trust, and investor liaison
JD, London
Jade State Wealth acted for me as a Trustee to protect some of my investments. They are very kind, understanding and professional.
TJ, Monaco
Contact Us
61-63 Crockhamwell Road, Woodley, Reading, RG5 3JP
Telephone: 01189697884