Index Wealth Management

Index Wealth Management

Index looks after the financial interests of a small number of wealthy individuals and their families. Typically our clients are entrepreneurs, those have sold businesses and senior executives of ver...

Index Wealth Management's Basic Information

Industry
Investment Management
Headquarters
Cameroon
Founded Year
2004
Headcount
11 - 50
Specialties
Investment managementTax mitigationEstate planningIntergenerational wealth transfer

Index Wealth Management's Competitors

Celvam Capital Limited
Celvam Capital Limited

Sullivan, Wood Capital Management, LLC
Sullivan, Wood Capital Management, LLC

Investor Alerts
Investor Alerts

London, United Kingdom

Tamarack Investment Partners, LLC
Tamarack Investment Partners, LLC

ACIIC
ACIIC

Employee Insights

Employee Function

Employee Location

Index Wealth Management's Top Employees

people
Ken Serbu
Vice President AND Portfolio Manager
people
Noel Farrelly
Director
people
Kelly Green
Personal Assistant TO Director
people
Katie Carr DipFA
Office Manager
people
Sarah DipPFS
Practice Manager

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Frequently Asked Questions Regarding Index Wealth Management

Where is Index Wealth Management's headquarter located?

Index Wealth Management's headquarter are located at Cameroon.

How many employees does Index Wealth Management have?

Index Wealth Management has 11 - 50 employees.

What is Index Wealth Management's official website?

Index Wealth Management's official website is http://indexwm.co.uk

What industry does Index Wealth Management belong to?

Index Wealth Management is in the industry of Investment Management

What does Index Wealth Management do?

Index looks after the financial interests of a small number of wealthy individuals and their families. Typically our clients are entrepreneurs, those have sold businesses and senior executives of ver...

What specialty does Index Wealth Management have?

Investment managementTax mitigationEstate planningIntergenerational wealth transfer

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