YNG Group

Who does YNG Group work with?

We work with individuals, families, and business owners who prefer a close, ongoing relationship with an independent wealth firm, rather than a large, anonymous institution.

Where are your clients based?

Our clients are based in many countries and regions, often with family, business, and investments spread across several continents.

What types of services do you provide?

We provide discretionary portfolio management, advisory relationships, and model portfolios, together with wealth, financial, inheritance, and retirement planning support.

Is there a minimum amount required to work with you?

We focus on clients who are looking for a long-term relationship and a considered approach to managing meaningful capital. Exact entry levels may differ depending on the nature of the relationship, and can be discussed with an adviser.

Do you provide tax or legal advice?

We do not provide tax or legal advice. We coordinate with your existing tax, legal, and accounting advisers so that investment and planning decisions remain consistent with the structures and guidance they have put in place.