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About Us

ABOUT US

WealX Inc > About WealX

MANAGEMENT TEAM

JOHN BEVERLEY

NEBA GROUP Managing Director (MD)
Linkedin
PERSONAL SITE

Fumi Mahara

DIRECTOR & FOUNDER WealX Inc (Division of NEBA)
Linkedin
PERSONAL SITE

EXPERIENCE IS EVERYTHING – We provide Financial Services that actually serve you!

THE NEBA GROUP

NEBA Wealth Management is a division of the NEBA Financial Solutions Group. The NEBA Group is an investment company that has terms of business with over 160 Financial Advisory Firms around the world, providing bespoke investments and model portfolios. There is a high chance that you or someone you know is already receiving advice from NEBA directly or indirectly. In 2016, NEBA Financial Solutions Ltd hired inhouse Financial Advisors to bring NEBA advice to the general public in Malaysia. This direct advice is now available in a number of other countries and expanding further.

WealX Inc

WealX is a division of NEBA Financial Solutions. We specialise in providing provide consulting services to Japanese individuals and small-mid cap companies. We advise and provide information on offshore Structured Notes, Offshore Funds, Alternative Investments, UCITs Funds, Portfolio Bonds, Insurance Products, Regular Savings, Trusts, Crypto Assets.

EXPERIENCE

Our team of experts are all seasoned professionals, all of which have industry credentials and accreditations to their names. Whether or not you live in a country that has high regulatory standards, rest assured that NEBA employees do in each office. Our principles are that of the highest esteem and kept that way. These ethics are always prevalent in our commitment to our clients.

OUR ETHOS

INDEPENDENCE

As an independent financial brokerage, our focus is solely on serving our clients in the best way possible and acting in their best interests. We are not tied to any particular financial products or institutions. This leaves us open to give impartial advice and thus the best service possible to our clients.

COMPREHENSIVE APPROACH

A professional wealth manager will do much more than just manage your investment portfolio. We look at every part of your financial life, including your goals, your retirement planning, your estate planning, business succession, all taxes and your children’s education fee planning to help secure your future.

RELATIONSHIP MANAGEMENT

We understand the value of our client relationships. We always go beyond the call of duty to understand your goals and challenges. By deeply understanding you and your individual situation – your life, your attitude, your tolerance of risk, and your plans for yourself and your family – we are able to build a strategy that’s perfectly customised to your specific needs.

MANAGEMENT TEAM

JOHN BEVERLEY

NEBA GROUP Managing Director (MD)
Linkedin
PERSONAL SITE

Fumi Mahara

DIRECTOR & FOUNDER WealX Inc (DIVISION OF NEBA)
Linkedin
PERSONAL SITE

OUR ETHOS

EXPERIENCE is EVERYTHING – We provide Financial Services that ACTUALLY SERVE

THE NEBA GROUP

NEBA Wealth Management is a division of the NEBA Financial Solutions Group. The NEBA Group is an investment company that has terms of business with over 160 Financial Advisory Firms around the world, providing bespoke investments and model portfolios. There is a high chance that you or someone you know is already receiving advice from NEBA directly or indirectly. In 2016, NEBA Financial Solutions Ltd hired inhouse Financial Advisors to bring NEBA advice to the general public in Malaysia. This direct advice is now available in a number of other countries and expanding further.

WealX Inc

WealX is a division of NEBA Financial Solutions. We specialise in providing provide consulting services to Japanese individuals and small-mid cap companies. We advise and provide information on offshore Structured Notes, Offshore Funds, Alternative Investments, UCITs Funds, Portfolio Bonds, Insurance Products, Regular Savings, Trusts, Crypto Assets.

EXPERIENCE

Our team of experts are all seasoned professionals, all of which have industry credentials and accreditations to their names. Whether or not you live in a country that has high regulatory standards, rest assured that NEBA employees do in each office. Our principles are that of the highest esteem and kept that way. These ethics are always prevalent in our commitment to our clients.

INDEPENDENCE

As an independent financial brokerage, our focus is solely on serving our clients in the best way possible and acting in their best interests. We are not tied to any particular financial products or institutions. This leaves us open to give impartial advice and thus the best service possible to our clients.

COMPREHENSIVE APPROACH

A professional wealth manager will do much more than just manage your investment portfolio. We look at every part of your financial life, including your goals, your retirement planning, your estate planning, business succession, all taxes and your children’s education fee planning to help secure your future.

RELATIONSHIP MANAGEMENT

We understand the value of our client relationships. We always go beyond the call of duty to understand your goals and challenges. By deeply understanding you and your individual situation – your life, your attitude, your tolerance of risk, and your plans for yourself and your family – we are able to build a strategy that’s perfectly customised to your specific needs.
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