• Investments & Wealth Management

    Suitable Tax Planning

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About Us

we provide A WIDE RANGE OF SERVICES

Victoria Wealth Management Limited was established in June 2016 by likeminded thinking professionals to provide independent wealth management advice and services for individual clients.

The team at Victoria Wealth have over 100 years’ experience in the Financial Services sector in Gibraltar and prides itself on providing a personal one to one service to its clients.
In this ever evolving world we at Victoria Wealth Management Ltd understand that the client’s needs and goals also change over time. It is a core principal that our relationship with our clients are built for the long term on trust and understanding and helping the client to meet these changing needs and goal. This is achieved by listening, understanding and adapting their investments accordingly, whether this be for a specific goal in the future or help maintain your family’s wealth.

The world of investments can be complex and time consuming, even if you are an experienced investor, as such Victoria Wealth, working together with its network of third party professionals, such as tax advisers, accountants and investment managers aim to provide you with the expertise which can provide you with peace of mind, saving you time and money over the long term so that you can relax and concentrate on the things that really matter to you.

We believe in working as a team with the client to reach your goals by listen and understand your needs. There may be times where needs/goals need to be prioritized so that the client is not over stretched, we at Victoria Wealth will always be there to help and guide you in making these difficult decisions.

We at Victoria Wealth, believe passionately that all clients must be treated the same irrespective of the size of your portfolio, with the highest level of attention and professionalism.
Victoria Wealth Management Limited work with several of the world’s leading insurance providers such as Canada Life, Old Mutual and SEB to ensure that the most suitable product is provided to meet your personal circumstances.

Victoria Wealth Management Limited are authorised and regulated by the Gibraltar Financial Services Authority licence no. FSC1283B and registered with the UK Financial Conduct Authority ref no: 815353.

Investments & Wealth Management

Wealth Management

When considering investments and wealth management it is important to consider suitable tax planning. In this respect Victoria Wealth work closely with a network of both local and international tax advisers to ensure that any structure put in place remains tax compliant.

Fund & Managed Advisory Service

In order to understand and provide the client with a suitable investment portfolio your needs, objectives and attitude to risk and reward need to be understood, with this in mind a questionnaire has been developed which will assist us providing you with the most suitable recommendations to meet you goals and aims.
Although your portfolio will be reviewed on an ongoing basis formal reviews will take place at least on a quarterly basis. We are also able to offer through third parties advisory portfolio management service if so required.

Products

• Fund Advisory Service
• Tax Wrappers – Investment Advisory Services
• Lump Sum Investments
• Regular Savings
• School Fees Planning

Other Services

Victoria Wealth Management Limited can also arrange the provision of trust and company structures where appropriate, through its parent company, Form-A-Co (Gibraltar) Limited.

Please note that Victoria Wealth Management Limited does not provide legal or tax advice. We can, however, arrange for clients to meet suitably qualified professionals through our extensive network of partnerships.

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Meet the Team

THE PEOPLE BEHIND Victoria Wealth Management Ltd.

Victoria Wealth Management Gibraltar - Peter Breakspear, Dip PFS

Peter Breakspear, Dip PFS

Director

Victoria Wealth Management Gibraltar - Peter Breakspear, Dip PFS

Peter Breakspear, Dip PFS

Director

Peter has nearly 40 years of banking experience, 30 of these spent in the expat/offshore field in the private banking and investment service sector, working for several major international banks, where for the last 17 years he was the in-house Financial Planning Manager. A member of the Personal Finance Society & Charter Insurance Institute providing investment services to a portfolio of HNWI clients. Peter has also been granted European Financial Adviser certification by the European Financial Planning Association.

A firm believer in holistic financial planning and working jointly with clients to provide tailored investment advice specific to the client’s personal circumstances whether they be private clients, companies or trusts.

Away from the world of finance Peter enjoys playing golf, reading and going to the theatre, when back in London. He has two grown up children.

Victoria Wealth Management Gibraltar - Jonathan Stagnetto

Jonathan Stagnetto

Director

Victoria Wealth Management Gibraltar - Jonathan Stagnetto

Jonathan Stagnetto

Director

Jonathan Stagnetto is a Commissioner for Oaths and the Managing Director and founder of FORM-A-CO (GIBRALTAR) LIMITED, one of Gibraltar’s leading firms in the field of Company Formations and Trust Administration services, established in 1989.

Jonathan retains oversight and executive responsibility for all compliance and regulatory led initiatives for the firm, with an experience and skill set honed to providing a personalised, confidential service in:

- Gibraltar Company Formation and Company Secretarial/Registered
Office services
- Yacht Registration services
- Bespoke Compliance Services
- Trust Administration
- In-house client Wealth Management services through VICTORIA
WEALTH MANAGEMENT LIMITED
- Guidance to applicants seeking fiscal residency in Gibraltar
- Gibraltar small business start-up advice
- The incorporation of Gibraltar Experienced Investor Funds and
serving on the Board of such Funds as a regulated EIF Director.

Testimonials

Client satisfaction is our priority

I have known and dealt with Peter Breakspear since 2006 when he was with a long established bank. He was, and is, totally client orientated, focussed on determining the best possible outcomes for his clients. Prepared to listen, discuss and involve client participation pro-actively, but more than competent to act on behalf of clients who did not wish to be actively involved. My portfolio performed extremely well under his auspices.

Now that he represents a more substantial, formidable and long established organisation those characteristics are even more evident than before. In current, volatile times, appropriate strategies have been deployed to ensure that portfolios are both protected and poised to take client advantage of available opportunities.

Mr & Mrs Thompson

I have known and been dealing with Peter Breakspear for approx. 8 years whilst with another financial institution and had no hesitation in following him to Victoria Wealth Management Limited when he moved a few years ago. He has always taken the time to explain in great detail, both verbally and in writing, any proposed changes to the structure and make up of my portfolio ensuring that I fully understand and agree with the rationale for any said changes. He has always made himself available when I have needed to discuss my investments, even at short notice.

My experience with both Peter and the company has always been positive, pleasant and productive and I have no hesitation in thoroughly recommending them.

Sylvia Newman

Latest Articles

from our blog

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Brexit – Possible Implications

Remember that, given the progress of UK/EU negotiations, the scenario highlighted below could change. We will write to any customers who are directly impacted by any changes when more information becomes available.

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Brexit: The week that was

DIn the largest government defeat since 1924, Prime Minister Theresa May’s Brexit deal was overwhelmingly rejected by MPs by 432 to 202 earlier this week. Almost immediately the opposition Labour Party called for a motion […]

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Brexit – Questions and answers

Please find below general queries about Brexit and its effect on investments. 1.    What are you doing to plan for Brexit? We are looking into what the implications could be for all our customers, so […]

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