Press Releases

WOODBROOK SIGNALS FURTHER EXPANSION WITH SIGNIFICANT NEW APPOINTMENT

Posted on: 15 Aug 19

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Thursday, August 15, 2019 Press Release

  • Nigel Gregory appointed COO of wealth management division
  • Industry veteran brings wealth of experience and expertise
  • ‘Exciting months ahead for Woodbrook’ – CEO Michael Doherty

Woodbrook Group Holdings Ltd, one of the world’s fastest growing international firms of financial advisers, has signaled exciting expansion plans with the announcement of a significant new appointment.

Nigel Gregory, a financial services industry veteran with three decades’ experience working in senior roles across the banking, wealth management and compliance sectors, has been appointed as the Chief Operating Officer (COO) of Woodbrook’s wealth management division.

Mr Gregory’s appointment follows Woodbrook’s recent acquisition of Mondial (Dubai) LLC, one of the Emirates’ oldest established financial planning and wealth management companies.


In his new role, Mr Gregory will oversee the wealth management division across Woodbrook’s diverse range of companies, including Mondial, Mutual Trust, Robusto Asset Management and Felicitas. He will also work closely with Woodbrook CEO Michael Doherty as the group embarks on a series of planned mergers and acquisitions in the wealth management and corporate services sectors over the coming months.

Mr Gregory said: “I am delighted to join Woodbrook’s team at such an exciting period in the group’s development. This is the biggest challenge of my career, and I look forward to growing Woodbrook’s company and client portfolio at such a pivotal period for the group as we invest in technology, IT and more innovative ways of communicating to meet the needs of our expanding client base.”

Welcoming Mr Gregory’s appointment, Michael Doherty said: “We are delighted to confirm Nigel’s appointment as COO of Woodbrook’s expanding wealth management division as we look forward to a very exciting few months ahead for the group. Nigel has worked at the very highest levels of the financial services’ industry: building businesses and sales distribution networks across a wide range of companies and territories. Nigel’s experience in the compliance sector is also invaluable as we continue to expand internationally in the months and years to come.”

Mr Gregory brings a wealth of international experience to his new role. He has lived most of his professional life in Dubai but has spent the last two decades travelling and working across the world in Europe, Asia, South Africa and the US. He has worked for some of the world’s most respected banks and financial institutions, including HSBC, Acuma Wealth Management LLC, AES International, HBOS PLC and a major US investment company.

In line with Woodbrook’s expansion plans, the Briton will draw on his considerable experience building and developing sales and asset management teams to significantly add to Woodbrook’s existing adviser headcount. Mr Gregory said Woodbrook’s growth strategy will be underpinned by an innovative recruitment campaign to ensure it attracts the right profile of candidate for its expanding team.

He added: “We’re acquiring the right companies, with the right processes for the people in it and then we’re growing at the right pace. We want to grow relatively quick, but this growth has to be in line with best regulatory practices.”

Mr Gregory said his background in compliance is “critical” to his new role as head of Woodbrook’s wealth division.

He added: “A fundamental part of Woodbrook’s ethos is to ensure our foundations are built on robust compliant procedures, and that we have the programmes in place to retain adviser knowledge and bring in and develop new talent. It’s a mature industry now: the charges are low, the margins are low, so we need to be able to provide a decent level of service to clients and a proposition that works and maintain qualified, high-level advisers.”

Woodbrook is headquartered in Cyprus and has offices across Europe and in Dubai.  The group is regulated by the Cyprus Securities and Exchange Commissioner (CySEC). It holds a MiFID II investment license passported through the EEA along with IMD insurance mediation licenses through ICCS and IHK.

*For more information, contact Shane Doran, Managing Director, Liberty Communicates, on +353 87 356 1722

Download Press Release – PDF
Woodbrook signals further expansion with significant new appointment
SAFE HARBOR DISCLOSURE STATEMENT
This press release includes forward-looking statements. Such forward-looking statements include those that express plans, anticipation, intent, contingency, goals, targets or future development and/or otherwise are not statements of historical fact. These forward-looking statements are based on our current expectations and projections about future events and they are subject to risks and uncertainties known and unknown that could cause actual results and developments to differ materially from those expressed or implied in such statements. Such risks and uncertainties include, but are not limited to, the impact of competitive firms, the ability to meet regulatory requirements, the ability to manage growth, the ability to acquire and retain clientele, acquisitions of technology, equipment, or human resources, the ability to access new capital, the effect of economic business conditions, and the ability to attract and retain skilled personnel. We are not obligated to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this presentation.


Woodbrook Group, regulated by CySEC also has expertise in Investment and Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit and Legal services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others.

“Good Fortune is what happens when opportunity meets with planning”

Head Office Limassol. Franklin Roosevelt Avenue 152. 3045 Limassol. Cyprus
Web: www.woodbrookgroup.com • Email: contact@woodbrookgroup.com

 

 

 

 


WOODBROOK GROUP ANNOUNCES ACQUISITION OF MONDIAL (DUBAI) LLC

Posted on: 18 Jul 19

PRESS RELEASE  Thursday, July 18, 2019

WOODBROOK GROUP ANNOUNCES
ACQUISITION OF MONDIAL (DUBAI) LLC

  • Rapidly-growing financial services firm confirms UAE acquisition
  • Terms and conditions of buy-out agreed with Mondial (Dubai) LLC
  • Move marks ‘exciting new era for company’ – CEO Sean Kelleher

Woodbrook Group Holdings Ltd, one of Europe’s largest international firms of financial consultants, today confirmed it has established its first base in the Middle East with the acquisition of Mondial (Dubai) LLC.

Mondial is one of the Emirates’ oldest established financial planning and wealth management companies. It is regulated by the UAE Securities and Commodities Authority (SCA) and the company’s advisers are Chartered Institute of Securities and Investment (CISI) qualified.

Mondial chief executive Sean Kelleher, who has been with the company since 1989 and will remain on as CEO of the expanded entity, said today’s development marks the beginning of “an exciting new era” for the company. He said Woodbrook’s client-centred approach and use of Model Portfolios marries with Mondial’s conservative investment philosophy.

Mr Kelleher said: “This is an extremely positive development for Mondial and our clients. Joining the Woodbrook Group strengthens our financial backbone, in turn enabling us to improve our range of client-driven services.

“Woodbrook and Mondial are closely aligned culturally, particularly in the area of compliance. Mondial has a highly transparent regime and Woodbrook, coming from a European MiFID environment with strong compliance, further fortifies our regulatory compliance strategy.”

Welcoming Woodbrook’s latest acquisition, CEO Michael Doherty said the addition of Mondial has greatly strengthened the group’s investment capabilities.

“This gives our clients an even stronger and more diverse range of investment management skills and we believe this will enable us to deliver an even better investment proposition and service to our enlarged client base,” Mr Doherty added.

To Mondial staff and clients, the Woodbrook CEO extended a warm welcome: “We welcome you to the Woodbrook Group, and we very much look forward to working alongside you for many years to come.”

Woodbrook is headquartered in Cyprus and has offices across Europe and now UAE, with further exciting acquisitions on the horizon. Woodbrook is regulated by the Cyprus Securities and Exchange Commissioner (CySEC). It holds a MiFID II investment license passported through the EEA along with IMD insurance mediation licenses through ICCS and IHK.

SAFE HARBOR DISCLOSURE STATEMENT:
This press release includes forward-looking statements. Such forward-looking statements include those that express plans, anticipation, intent, contingency, goals, targets or future development and/or otherwise are not statements of historical fact. These forward-looking statements are based on our current expectations and projections about future events and they are subject to risks and uncertainties known and unknown that could cause actual results and developments to differ materially from those expressed or implied in such statements. Such risks and uncertainties include, but are not limited to, the impact of competitive firms, the ability to meet regulatory requirements, the ability to manage growth, the ability to acquire and retain clientele, acquisitions of technology, equipment, or human resources, the ability to access new capital, the effect of economic business conditions, and the ability to attract and retain skilled personnel. We are not obligated to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this presentation.

Woodbrook Group, regulated by CySEC also has expertise in Investment and Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit and Legal services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others.

Head Office Limassol. Franklin Roosevelt Avenue 152. 3045 Limassol. Cyprus
Web: www.woodbrookgroup.com. Email: contact@woodbrookgroup.com

Contact for Media:  Shane Doran, Managing Director, Liberty Communication

+353 87 356 1722 or Shane@libertycommunicates.ie

Download Press Release

Acquisition of Mondial (Dubai) LLC

Press Release July 18, 2019

 


WOODBROOK EXPANSION GATHERS PACE WITH NEW APPOINTMENT – Press release 17.01.2019

Posted on: 18 Jan 19

MANN VERGAN APPOINTED DIRECTOR
OF LEGAL AND CORPORATE SERVICES

  • Vergan to head up expanded corporate services and legal services division
  • Mann brings wealth of experience and expertise, both onshore and offshore
  • Key appointment comes as Woodbrook Group prepares to enter US market

Woodbrook Group, a leading independent financial advisory and corporate services company with offices across Europe, Asia and the Middle-East, has signalled further expansion with the announcement of a significant new appointment.

Mann Vergan has been appointed as Director of Legal and Corporate Services of Woodbrook Group Holdings Inc. In his new role, Mann will work closely with CEO Michael Doherty in identifying and laying the groundwork for a series of planned mergers and acquisitions in the corporate services and wealth division sectors.

The Canadian national brings a wealth of two decades’ experience working for some of the world’s most prestigious law firms, both onshore and offshore, to his new role. He qualified as an attorney in New York and Massachusetts before moving to Europe where he worked as a corporate lawyer for, amongst others, Clifford Chance, CMS Cameron McKenna, Mourant Ozannes and Harneys. In recent years he has worked closely with Western investments throughout Central and Eastern Europe and Russia.

Mann said of his appointment: “It is an honour to join the Woodbrook team, especially at such a pivotal period in the group’s evolution. I look forward to growing the brand and helping the company to expand its reach across the globe over the coming months and years to become one of the world’s foremost financial and corporate services companies.”

Last month the group, under partnership with Inter-M & Associates, confirmed it had purchased a US-domiciled company as it prepares for an RPO listing. As part of its ambitious expansion, Woodbrook recently announced a series of significant international developments, including a planned €100 million investment in Ireland. The company is establishing its first base in the Middle East with the imminent buy-out of a Dubai-based financial services company, with further acquisitions planned for Europe and Latin American later this year.

Woodbrook Group CEO Michael Doherty said: “We are delighted to have Mann on board our expanded Woodbrook team as we look ahead to a very exciting and rewarding year ahead. Mann brings a wealth of experience and talent to his new role, plus an invaluable network of global contacts as we expand our operations in the corporate service sphere.”


“We have been very calculated in our growth in 2018, culminating with our announcement to list on the NASDAQ, the world’s preeminent stock exchange. Now with our acquisitions and the outstanding new members such as Mann who have joined the team, the future is extremely positive and we will continue our strong growth through 2019.”

 

Woodbrook is headquartered in Cyprus and has offices in in Budapest, Warsaw, Bucharest, Bratislava, Marbella, Geneva, Switzerland and Ho Chi Minh City, Vietnam.

Woodbrook is regulated by the Cyprus Securities and Exchange Commissioner (CySEC). It holds a MiFID II investment license passported through the EEA along with IMD insurance mediation licenses through ICCS and IHK.

SAFE HARBOR DISCLOSURE STATEMENT

This press release includes forward-looking statements. Such forward-looking statements include those that express plans, anticipation, intent, contingency, goals, targets or future development and/or otherwise are not statements of historical fact. These forward-looking statements are based on our current expectations and projections about future events and they are subject to risks and uncertainties known and unknown that could cause actual results and developments to differ materially from those expressed or implied in such statements. Such risks and uncertainties include, but are not limited to, the impact of competitive firms, the ability to meet regulatory requirements, the ability to manage growth, the ability to acquire and retain clientele, acquisitions of technology, equipment, or human resources, the ability to access new capital, the effect of economic business conditions, and the ability to attract and retain skilled personnel. We are not obligated to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this presentation.



Woodbrook Group, regulated by CySEC also has expertise in Investment and Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit and Legal services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others.

 

Cyprus. Head Office Limassol. Berengaria 25, 25 Spyrou Araouzou, 6th Floor. 3036 Limassol. Cyprus Web: www.woodbrookgroup.com • Email: contact@woodbrookgroup.com

Press

Irish Independent: Lead story on morning business news platform

https://www.independent.ie/business/irish/woodbrook-appoints-director-of-legal-and-corporate-services-ahead-of-planned-investment-in-ireland-37721168.html


Financial Mirror: Lead story on morning bulletin

http://www.financialmirror.com/news-details.php?nid=36413


International Investment: Lead story on midday bulletin

https://www.internationalinvestment.net/news/4000498/woodbrook-confirms-director-legal-corporate-services


International Adviser: People Moves platform


https://international-adviser.com/people-moves-eastspring-investments-metlife-kw-wealth/


Cyprus Mail: Lead on Company News platform

https://cyprus-mail.com/2019/01/17/mann-vergan-appointed-woodbrook-group-director-of-legal-and-corporate-services/

Irish Times: Business section, online and print editions

https://www.irishtimes.com/business/financial-services/cyprus-based-woodbrook-plots-irish-health-and-life-insurance-entry-1.3761887

In Business News (Cyprus): English and Greek versions

https://inbusinessnews.reporter.com.cy/business/services/article/204003/sto-dynamiko-tis-woodbrook-o-mann-vergan


WOODBROOK CONFIRMS MIDDLE EAST EXPANSION – Press release 09.01.2019

Posted on: 09 Jan 19

WOODBROOK CONFIRMS MIDDLE EAST EXPANSION

  • Rapidly-growing financial advisory firm confirms Dubai acquisition
  • CEO confirms reverse split activated ahead of listing on NASDAQ  
  • New entity has been rebranded as Woodbrook Group Holdings INC   

Woodbrook Group, a rapidly-growing international firm of financial consultants, is establishing its first base in the Middle East with the imminent acquisition of a Dubai-based financial services company.

The move marks Woodbrook’s first significant expansion in 2019, with further acquisitions planned for Latin America and Ireland later this year.

Last month the group, under partnership with Inter-M & Associates, confirmed it had purchased a US-domiciled company as it prepares for an RPO listing on the NASDAQ Exchange.

The US company, NHPI, has been renamed as Woodbrook Group Holdings Inc [stock ticker WDBG].

Welcoming the latest developments, Woodbrook CEO Michael Doherty confirmed the newly-restructured entity is preparing an application to make a public offering on the NASDAQ before the end of the first quarter.

Mr Doherty said: “We are delighted to announce the name change from NHPI to Woodbrook Group Holdings Inc. Everything is now in place for the next stage to proceed. A reverse split has already been activated in order to reduce the share numbers down, a necessary requirement for all parties involved in taking the next steps forward. With the Dubai acquisition this month, 2019 is set to be a very exciting year for the group and Inter-M.”

Woodbrook is headquartered in Cyprus and has offices in in Budapest, Warsaw, Bucharest, Bratislava, Marbella, Geneva, Switzerland and Ho Chi Minh City, Vietnam.

The group provides a complete suite of financial and corporate services for its expanding client-base. It specialises in comprehensive financial planning, investment consultancy services, wealth planning, trust and trustee services, company formation and administration, cross-border structuring, domiciliation, taxation, accounting and many others. It also assists with audit and legal services.

Woodbrook is regulated by the Cyprus Securities and Exchange Commissioner (CySEC). It holds a MiFID II investment license passported through the EEA along with IMD insurance mediation licenses through ICCS and IHK.

SAFE HARBOR DISCLOSURE STATEMENT
This press release includes forward-looking statements. Such forward-looking statements include those that express plans, anticipation, intent, contingency, goals, targets or future development and/or otherwise are not statements of historical fact. These forward-looking statements are based on our current expectations and projections about future events and they are subject to risks and uncertainties known and unknown that could cause actual results and developments to differ materially from those expressed or implied in such statements. Such risks and uncertainties include, but are not limited to, the impact of competitive firms, the ability to meet regulatory requirements, the ability to manage growth, the ability to acquire and retain clientele, acquisitions of technology, equipment, or human resources, the ability to access new capital, the effect of economic business conditions, and the ability to attract and retain skilled personnel. We are not obligated to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this presentation.
Woodbrook Group, regulated by CySEC also has expertise in Investment and Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit and Legal services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others.

 

Woodbrook Group Press release Jan 09. 2019

Cyprus. Head Office Limassol. Berengaria 25, 25 Spyrou Araouzou, 6th Floor. 3036 Limassol. Cyprus Web: www.woodbrookgroup.com • Email: contact@woodbrookgroup.com


WOODBROOK TO MAKE PUBLIC OFFERING ON NASDAQ – December 4, 2018 – Press Release

Posted on: 04 Dec 18

WOODBROOK TO MAKE PUBLIC OFFERING ON NASDAQ

  • Rapidly-growing financial advisory firm confirms RPO merger plans
  • Woodbrook purchases US company in advance of preparing to meet requirements for potential listing on Nasdaq
  • Move foreshadows significant growth for global financial company

Woodbrook Group, a rapidly-growing firm of financial consultants with offices across the globe, will soon make an announcement foreshadowing significant growth.

Woodbrook, under partnership with Inter-M Traders Ltd and/or its affiliates headed by Demetri Michalakis and his team, has purchased a company in the US as it prepares an RPO in advance of preparing for qualification for listing on the NASDAQ Exchange when practicable.

Michael Doherty, the 45-year-old Irishman who heads Woodbrook, will be CEO and President of the newly-restructured entity. He is joined by existing senior Woodbrook executives: Senan McGonigle has been appointed COO; Maria Milaj becomes the new CCO; Christina Doherty has been appointed Director of IT & Marketing.

Woodbrook Group is one of the world’s fastest-growing financial advisory firms. It is headquartered in Cyprus, with branches across the globe.

Woodbrook provides a complete suite of financial and corporate services for its expanding client-base. It specialises in comprehensive financial planning, investment consultancy services, wealth planning, trust and trustee services, company formation and administration, cross-border structuring, domiciliation, taxation, accounting and many others. It also assists with audit and legal services.

Following a year of expansion and mergers, in line with the company’s strategic growth forecast, Mr Doherty said his goal is to make Woodbrook one of the top five financial brokerages and corporate services companies in the world.

Reflecting Woodbrook’s expansion, Mr Doherty was recently named as one of the Top 100 Most Influential People in the Global Financial Services Sector by International Adviser.

Mr Doherty said today: “It is a great honour for us to get listed on the NASDAQ, the world’s most preeminent and prestigious exchange. Over the past few years we’ve worked hard to achieve this milestone.

“This will enable us to grow as an organization and expand in new markets without compromising on our integrity and the bespoke services we provide to our clients.”

Woodbrook is regulated by the Cyprus Securities and Exchange Commissioner (CySEC). It holds a MiFID II investment license passported through the EEA along with IMD insurance mediation licenses through ICCS and IHK.

SAFE HARBOR DISCLOSURE STATEMENT
This press release includes forward-looking statements. Such forward-looking statements include those that express plans, anticipation, intent, contingency, goals, targets or future development and/or otherwise are not statements of historical fact. These forward-looking statements are based on our current expectations and projections about future events and they are subject to risks and uncertainties known and unknown that could cause actual results and developments to differ materially from those expressed or implied in such statements. Such risks and uncertainties include, but are not limited to, the impact of competitive firms, the ability to meet regulatory requirements, the ability to manage growth, the ability to acquire and retain clientele, acquisitions of technology, equipment, or human resources, the ability to access new capital, the effect of economic business conditions, and the ability to attract and retain skilled personnel. We are not obligated to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this presentation.
Woodbrook Group, regulated by CySEC also has expertise in Investment and Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit and Legal services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others.

 

Cyprus. Head Office Limassol. Berengaria 25, 25 Spyrou Araouzou, 6th Floor. 3036 Limassol. www.woodbrookgroup.com • Email: contact@woodbrookgroup.com

Sunday Business Post:

https://www.businesspost.ie/business/woodbrook-group-prepares-nasdaq-listing-432079

International Advisor:

https://international-adviser.com/woodbrook-group-acquires-us-firm-and-eyes-nasdaq-listing/

International Investment:

https://www.internationalinvestment.net/news/4000078/woodbrook-acquires-us-company-ahead-nasdaq-listing

Irish Independent:

https://www.independent.ie/business/world/group-headed-up-by-irishman-to-make-public-offering-on-nasdaq-37593363.html

Cyprus Mail:

https://cyprus-mail.com/2018/12/04/woodbrook-to-make-public-offering-on-nasdaq/

Financial Mirror:

http://www.financialmirror.com/news-details.php?nid=36235

Gold News:

http://www.goldnews.com.cy/en/companies/cyprus-based-woodbrook-to-make-public-offering-on-nasdaq

Irish Times:

https://www.irishtimes.com/business/financial-services/financial-advisory-founded-by-irishman-gears-up-for-nasdaq-listing-1.3720070

 


WELCOME TO THE WOODBROOK GROUP – Paphos 05.09.2018 – Special Client Event

Posted on: 07 Sep 18

The Woodbrook Group was delighted to host a lively and engaging Q&A session with around 50 of our clients at the Elysium Hotel in Paphos on Wednesday night. The event was Woodbrook’s first client forum in the area following our recent merger with the Felicitas Management Group.

Many of those in attendance were Felicitas clients, so the evening was a great opportunity for Woodbrook CEO Michael Doherty and his senior management team and fund managers to meet some people face-to-face for the first time and to directly answer any queries they may have in relation to the company’s philosophy and how their investments are being managed.

After the initial introductions, fund manager Joe Palmer gave a presentation of Woodbrook’s investment strategy and innovative use of Model Portfolios, where the combined expert knowledge of a series of trusted fund managers is harnessed to provide a much greater layer of protection to individual investments.

Joe’s presentation was followed by a lively Q&A session in which clients were given the opportunity to raise any concerns or queries they have in the wake of the merger directly with Mr Doherty and Woodbrook’s team of experts. Clients also welcomed the opportunity to avail of individual consultations with the Woodbrook team throughout the evening, and to sample some of the complimentary wine and cheeses provided.

Speaking after the event, Mr Doherty praised the valuable contributions made by the attendees and said he was “delighted” to be given the opportunity to meet many of them in person for the first time. The Woodbrook CEO said the Paphos seminar reflects Woodbrook’s philosophy and open approach when it comes to dealing with clients’ concerns. This approach, he stressed, is particularly important following recent revelations that many unregulated and unlicensed financial advisory firms are continuing to target the expatriate community in Cyprus.

Mr Doherty said: “Many of our own clients have suffered from dealing with unregulated companies who did not have a proper license for the services they were providing, and unfortunately many of these companies are still out there. More ex-pats may unwittingly be risking their savings because they are receiving advice from unregulated consultants. People lose pensions because they are being fooled by unlicensed practitioners, so we want to make sure people are getting proper advice – and not just our own clients.”

A few Felicitas clients who attended Wednesday’s night event admitted they considered moving their investments in the wake of the merger, but now indicated they are happy to stay with Woodbrook after the company was able to allay any fears or concerns they may have had. Following the success of the event, Woodbrook now plans to host similar client forums across the island over the coming months.

Mr Doherty said he would like to personally thank everybody who contributed to making Wednesday’s seminar such a memorable event. He added: “Everything we do is with our clients’ best interests in mind. Now our merged team is in place to deliver the very best for our existing and future clients. The merger with Felicitas has greatly strengthened our investment capabilities and gives our clients an even stronger and more diverse range of investment management skills, on top of significant scale across asset classes and geographies.
“We look forward to seeing you all over the coming weeks and months ahead.”

Video of the Event:

https://youtu.be/4UApdUuQCaU


BEST IN CLASS: WOODBROOK’S GUIDE TO CHILDREN’S EDUCATION FEE PLANNING

Posted on: 03 Sep 18

Craig Taylor, Woodbrook Group, Spain

Children are our greatest gift, and making sure they have a good education is one of the important gifts a parent can give them. A good education will give your children the best possible start in
life, but it can also be very expensive and put a huge strain on the family’s finances. What are the best schools? Where do we want our children to be educated? What type of education do we want them to have? How much
will it all cost?

A significant number of expatriates choose to send their children to boarding schools or universities abroad. Others, of course, opt for local schools, but many of these are fee paying which means parents will also need a financial plan to cover their children’s education.
Education costs can vary hugely, whether you send your children to home-based boarding schools, private international schools or universities abroad. Travel costs also need to be considered for children studying away from home, as well as visits from parents. From my experience, the most important piece of advice I give to parents when it comes to investing in your children’s education is to plan ahead, and plan well. Education fees are rising sharply, up to 17pc each year. Many parents are not aware of this. In a lot of cases, families who didn’t plan properly came unstuck and had to sell assets just to educate their kids.
Sound financial planning will ensure that financing your children’s education will not become an unbearable burden and protect you from
unexpected further expenses down the road. Expat children typically have access to unique educational opportunities that can reap huge benefits for them at a later stage. Although the cost of educating your children may be higher as an expatriate, by planning ahead you can save to offset these additional costs and minimise the impact this has on your family’s standard of living.
Doing your homework when investing in your children’s education is essential. With continuing uncertainty over Brexit, and education fees rising way above inflation, there has never been a more important time to plan for your children’s education.Getting the best advice possible is the first key step, and this is where the Woodbrook Group can help. We are unique in that our financial plans are individually tailored to meet our clients’ specific needs, regardless of their circumstances. Our team of financial experts will work with you to find the best
education plan on the market to suit your children’s requirements.Again, early planning is vital. Many of our clients have financial plans for their children’s education in place before they are born, and each individual plan is reviewed every month. Put simply, Woodbrook is best in class when it comes to planning for your children’s education. Planning for your family’s financial future
can be daunting, but by doing it correctly you will learn a lifelong lesson that could pay very high dividends for you and your children.

*For more information, contact our team at the Woodbrook Group Office
in Marbella: _Av. Ricardo Soriano, 72 Edificio Golden Portal B, 1ª
Planta 29601 Marbella, Málaga, Spain.
Telephone: +34 952768471
Email: officemarbella@woodbrookgroup.com

http://www.theolivepress.es/spain-news/2018/09/02/best-in-class-a-costa-del-sol-business-guide-to-childrens-education-fee-planning/


WELCOME TO THE WOODBROOK GROUP – Financial services company hosts Q&A session for clients in Paphos

Posted on: 03 Sep 18

Woodbrook Group’s Paphos seminar, September 5, 2018

WELCOME TO THE WOODBROOK GROUP
Financial services company hosts Q&A session for clients in Paphos

One of Cyprus’ largest and most trusted financial services companies will host a special presentation and Q&A session in Paphos for its clients on Wednesday, September 5.
Ten qualified advisors from the Woodbrook Group team will be on hand to answer any questions that existing or new clients may have at the event, which will take place at the Elysium Hotel between 7pm and 9pm.
The Paphos seminar follows Woodbrook’s recent merger with the Felicitas Management Group, which was approved by the Cyprus Securities and Exchange Commission (CySEC).
The merger is a key part of the Woodbrook Group’s international expansion plan and is the harvest of months of effort to make the merged company a dynamic force in the provision of investment advice and opportunities, with a more diverse and enlarged range of services delivered through the enlarged network.
The completed merger offers a greater range of services with the same client-centred approach both groups have a reputation for.
Woodbrook Group CEO Michael Doherty said the Paphos seminar is a great opportunity for local existing and new clients “to come along and meet the team in person and to discuss any issues they may have had in the past”.
Mr Doherty said: “Trust is at the core of Woodbrook’s client relationships, and this trust has been built by delivering excellent client service and a strategy of always seeking to protect our clients’ investments.”
At Wednesday’s Paphos seminar, Woodbrook’s team of experts will give a special presentation on the company’s innovative and trusted approach to protecting their clients’ investments.
A guest speaker will also be on hand to discuss current market trends, and to answer any queries anyone may have at a Q&A session afterwards. Clients will also get the opportunity to avail of individual face-to-face talks with the company’s expert advisers at the event. The night will end with an informal ‘meet and greet’ with members of the Woodbrook team, with wine and cheese, teas, coffees and light refreshments available.
Woodbrook safeguards clients’ investments through its innovative approach of adopting Model Portfolios, where the combined expert knowledge of a series of trusted fund managers is harnessed to provide a much greater layer of protection to individual investments.
Woodbrook CEO Michael Doherty explained: “All our clients, whether they are large corporate investors or retired teachers, know their hard-earned investments are in safe hands. There are still many unregulated companies operating without the correct licensing, and we have heard many stories involving clients who have not seen or heard from their consultant after they placed their initial investment.
“This is what sets Woodbrook apart from the rest. All our clients are reviewed every three months and are given regular updates on how their investments are performing. We have helped many people who have been let down to get back on their feet. We will only allow our clients to invest in solid and regulated funds that have been agreed by our investment board of qualified financial professionals, accountants and compliance personnel. You will not see our clients in funds that promise ridiculously high returns. When it comes to financial planning it is all about a solid return and managed risk, but more important is managing the downturn. We are living in volatile times, so prudent and trusted management is vital.”

*For more information, contact the Woodbrook Group team on 252 587 00.

Paphos Post Press release Client Forum 03.09.2018

 

 


CYPRUS EX-PATS TARGETED BY UNREGULATED AND UNLICENSED FINANCIAL CONSULTANTS

Posted on: 03 Sep 18

PRESS RELEASE

Wealth Division, 3 September 2018
CYPRUS EX-PATS TARGETED BY UNREGULATED AND UNLICENSED FINANCIAL CONSULTANTS

  • Unregulated financial consultants providing services without a proper licence
  • Fears more ex-pats may unwittingly lose their savings in high-risk investments
  • ‘Protect yourself – ask all the right questions’ – Woodbrook Group CEO warns

Cyprus’ large expatriate community is continuing to be targeted by several unlicensed and unregulated international financial advisory companies, the CEO of a leading local wealth management company has warned.Woodbrook Group Chief Executive Michael Doherty spoke out amid fears more expatriates may unwittingly be risking their savings because they are receiving advice from unregulated consultants.

Thousands of ex-pats in Cyprus, mainly British nationals, have been badly burned in the past by unregulated and unlicensed operators who sank their savings and pensions into high-risk investments without their clients’ knowledge. Despite this, a large number of international financial advisory firms on the island are continuing to target expatriates without having a proper licence. Many of these companies are regulated by the Cyprus Insurance Company Control Service (ICCS) but are offering services that are not covered by their licence, including advising on underlying investments on insurance bonds.

Mr Doherty urged expatriates to be extra-vigilant and to ask their financial consultants some basic but extremely important questions to ensure they are dealing with a fully regulated and compliant company. These include: Do you deal with regulated providers? Where can I find your licence details? Where can I find your company’s details on the regulator’s website? What are your qualifications and professional background? What are your company’s qualification requirements? Do you have a complaints policy in place? Can I access your company’s policies and procedures online?

Woodbrook Group is regulated by the Cyprus Securities and Exchange Commission (CySEC) and by the ICCS. CySEC recently approved the company’s merger with the Felicitas Management Group. The merger is a key part of the Woodbrook Group’s international expansion plan and is the harvest of months of effort to make the merged company a dynamic force in the provision of investment advice and opportunities, with a more diverse and enlarged range of services delivered through the enlarged network.

Woodbrook safeguards clients’ investments through its innovative approach of adopting Model Portfolios, where the combined expert knowledge of a series of trusted fund managers is harnessed to provide a much greater layer of protection to individual investments.

Woodbrook CEO Michael Doherty explained: “All our clients, whether they are large corporate investors or retired teachers, know their hard-earned investments are in safe hands. There are still many unregulated companies operating without the correct licensing, and we have heard many stories involving clients who have not seen or heard from their consultant after they placed their initial investment.  

“This is what sets Woodbrook apart from the rest. All our clients are reviewed every three months and are given regular updates on how their investments are performing. We have helped many people who have been let down to get back on their feet. We will only allow our clients to invest in solid and regulated investments that have been agreed by our investment board of qualified financial professionals, accountants and compliance personnel. You will not see our clients in funds that promise ridiculously high returns. When it comes to financial planning it is all about a solid return and managed risk, but more important is managing the downturn. We are living in volatile times, so prudent and trusted management is vital.”

Woodbrook has three offices on the island that are open to anyone who requires fully regulated expert financial advice or assistance. The company is also hosting an open Q&A sessions for existing and new clients in Paphos on Wednesday, September 5, with a similar event planned for Limassol soon.


Woodbrook Group, regulated by CySEC also has expertise in Investment and Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit and Legal services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others.

Cyprus. Head Office Limassol. Berengaria 25, 25 Spyrou Araouzou, 6th Floor. 3036 Limassol. Cyprus Web: www.woodbrookgroup.com • Email: contact@woodbrookgroup.com  • Phone: +357 25 25 8700

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CYPRUS EX-PATS TARGETED BY UNREGULATED AND UNLICENSED FINANCIAL CONSULTANTS

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https://cyprus-mail.com

 


Giving Back: How Woodbrook’s CSR Approach enriches Communities, Clients and Employees

Posted on: 07 Aug 18

A fast-growing international financial services company is on a mission to promote corporate social responsibility as it expands its operations across the globe.
The Woodbrook Group, led by its Irish CEO Michael Doherty, has offices in nine countries across Europe and Asia, and is on the cusp of further significant growth as it looks to extend its influence into Latin America and the Middle East.
Woodbrook is domiciled in Cyprus and is regulated by the Cyprus Securities and Exchange Commission (CySEC).
Aside from advocating the highest standards in corporate governance, Woodbrook also strongly believes in giving back to the communities where the company is based.
In Cyprus, it plays a lead supporting role to Charisma, an innovative charity that provides artistic services to ‘charismatic individuals with special needs’. The non-profit charity, established in 2016, enables children and adults with special needs to develop and display their talents and give them the confidence to emerge from the shadow of social alienation.
Woodbrook provides support in three different ways: direct financial support, by playing an active role on the charity’s committee to help it achieve its goals and by promoting its work directly in their sales offices to clients, suppliers and their own employees.
This innovative mix of financial and hands-on support is an approach the company is looking to replicate by supporting charities in other territories as it expands its global operations.
Woodbrook’s CEO Michael Doherty and the company’s Group Director of Operations, Senan McGonigle, have many years’ experience working with non-profit organisations. Both men have children who are wheelchair users, and Senan was previously co-founder of the Association of Irish Powerchair Football, a sport for people with disabilities whose only ability is to use a powered wheelchair.
Senan said: “From my own personal and professional experience, giving back to the community benefits everyone, including the company.
“Building trust and developing strategic partnerships in the communities we operate in is essential to secure long-term sustainability, it fosters staff loyalty and helps to attract new talent while making a positive impact on society.”
Michael Doherty added: “Almost all of us like to help others, but in our work and daily lives we are not presented with the opportunity to do this. Through our relationship with Charisma we let our clients and staff know about the charity and the extremely valuable work that it does, and how they might be able to help if so inclined.”
The Woodbrook CEO said the company’s approach to corporate social responsibility directly correlates with its ethos to help its clients improve their own living standards.
He added: “A common theme with our clients is planning for the future of their children, usually by saving for future education fees. Obviously this works if your children have the mental ability to go to college. But what if your child is disabled – mental or physical or both? How do you help them in the future?”
One of the goals of Charisma is to develop assisted living units with a support centre to allow people with disability to live independently from their families, albeit with the necessary support. Where this is not fully possible, the centres allow much-needed respite breaks for families of those with disabilities to have some time to spend together.
Aside from its work with wheelchair users, Woodbrook also actively promotes environmental awareness in its offices around the world and with its suppliers. The company also privately supports and encourages staff in their own charitable activities.
Woodbrook is keen to promote the benefits of corporate social responsibility and is encouraged to see more companies embrace the idea of giving back to their local communities.
Michael Doherty said: “Charity work is individual and personal. Our own ethos is influenced, of course, partly by my own and Senan’s personal experiences, but all our staff have shown the same willingness to help whenever they’ve been made aware of opportunities. We’re not doing this to be better that others – it’s a corporate ethos, but very much grounded in the goodness of people. Just give them an opportunity.”

 

 

 

 

 

The CD was produced by Charisma Records for Nefeli Antoniou a truly Charismatic Child.

For information and contributions, please contact Charisma tel. Cyprus 99387299, 96400752, 96257525 or deposit through the Charisma website at http://www.charisma.com.cy or by depositing directly with Hellenic Bank on the following account:

Account Name: ‘Charisma’

Account Number: 373-01-793345-01

IBAN: CY51 0050 0373 0003 7301 7933 4501

BIC: HEBACY2N

Booklet_Charisma

PRESS RELEASE CSR AUG

 


Woodbrook Group is authorised and regulated by the Cyprus Securities and Exchange Commission (No: 297/16) and subject to the requirements of the EU’s Markets in Financial Instruments Directive (MiFID). Woodbrook Group is licensed by the Cyprus SEC for the provision of Investment Services (Investment Advice) and Ancillary Services (Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments).

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