Benjamin Sharvell

University of Sussex; International Certificate in Wealth and Investment Management, Chartered Institute for Securities & Investment
Wealth Manager

Introducing Benjamin Sharvell

University of Sussex; International Certificate in Wealth and Investment Management, Chartered Institute for Securities & Investment

Globally experienced financial adviser specialising in wealth management for professional expatriates.

Aside from managing investment portfolios, I tailor-fit innovative investment strategies and solutions to clients’ medium and long-term goals.

I adopt a pragmatic and proactive approach and believe that trust cemented through collaboration ensures the best outcomes.

Be it planning, consolidating, growing or positioning wealth, I have the industry knowledge, expertise and keep up-to-date with the latest global trends and data to help my clients plan for the future they want.

My current areas of focus are:

  • ESG & Socially Responsible Investing
  • Portfolio Management
  • Short and long-term tax-efficient savings
  • Lump-sum Investments
  • Children’s Education Fee planning
  • Inheritance Tax & Succession Planning
  • Retirement Planning
  • Foreign Exchange Solutions
  • Health & Life Insurance
  • Offshore Company Formation
  • Offshore Trust setup (individual/company)
  • Offshore Banking Facilities
Benjamin Sharvell, Wealth Manager at NEBA Wealth Management
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