Best wealth managers in Marbella: find options near you

I always enjoy following Hugo’s investing seminars and meetings. They offer truly trustworthy education, valuable networking, and a serious space in Marbella for people who want real knowledge, clarity, and meaningful connections.

Great location with excellent facilities for speakers and events. The staff were professional, welcoming, and very knowledgeable. Everyone was extremely friendly and helpful throughout the entire experience. A very well organized venue with a great atmosphere. Highly recommended!

Everyone at Hugo Investment are very knowlegeable, clear and concise with the information shared. I am very happy with the service offered and would recommend them highly.

Where private bankers charge you 1,5 to 2,5% or even more each year for composing and maintaining your portfolio, Hugo Invest Marbella does this for free: you only pay transactioncosts. This almost sounds too good to be true, but I must say that, since becoming a client, they take all the time you want or need to help compose a varied portfolio with even in these uncertain times a nice result. And the combination with their Academy for Investors makes them an even better choice. Definitely to be continued

A team with genuine knowledge and passion for all kind of investments. All with a professional service level and a quick straight forward communication.

Very professional and helpful in setting up a trading account with SAXO Bank. Very courteous service and guidance in investing including Call and Put options.

Fine, just as I expected. Thank you so much….

Very pleased with my pension transfer to Novia Global and the support and guidance throughout the process from George Symes. I think it is very reassuring to have a pension advisor, who is knowledgeable and has access to expertise in house at BFMI. I am confident we can easily overcome any hurdles and hopefully grow my pension savings for the future.

I had been searching for a comprehensive solution for maintaining my retirement accounts even while moving overseas, and SJB Global ticked all the boxes for me. They were patient, very professional, clearly explained my options without being pushy, and gave well-grounded recommendations. I would most definitely recommend their services to anyone contemplating a change.

I have been dealing with Jake for 15 months now, first class service, sound advice, and I am very happy with his recommended funds performance. Long may it continue, and i am very pleasedto have changed to SJB.

I am very happy with the financial advice provided by SJB Global . They are knowledgeable, trustworthy, and tailored their advice specifically to my needs. I feel much more secure about my financial future thanks to their guidance. Great communication throughout

Jake Barber has been a fantastic Financial Advisor for me. When I was moving from the UK to Germany last Summer, I was searching online for a Financial Advisor who specialises in helping UK expats who live in the EU. I contacted SJB Global and got a call back from Jake. From the first call I already started getting good advice on things related to my UK workplace and state pensions and investments, and ever since then I have received invaluable help with my finances. Jake is very knowledgeable and always on top of changes in the markets and regulations and quick to react and give me advice accordingly. He has also always been patient and very helpful with all my detailed questions and quick to respond over email too. I have moved my UK workplace pensions to SJB Global and I am very happy with the service I receive.

Having spent over 24 years of my working life in the UK, I decided to retire back in my home country. But with the issue of having to transfer my pension, as my UK provider could/ would not sustain non British resident. I started the process some 1.5 years ahead of me retiring, as I had to consider all options available to me and most importantly finding a new trusted partner. As I was extra cautious, if not zealous, I needed to be walked through the entire process with due care and diligence, I have found all of this at SJB Global. Piers KEMP (my adviser at SJB) remained very resilient, and patient, to all my questions, including those about the reality and seriousness of the company (so many scams around in particular in the online world). He invested time and effort into our relationship, not making a single penny until the transfer was completed. So far so good, I am very pleased about SJB Global and Piers K. services.

My husband and I have always been DIY with our finances, but as we got closer to retirement, we wanted to get some help. We wanted to simplify our financial lives and also to prepare for a future move to Spain. Our financial advisor, Rob, is based in Spain and has been our trusted guide as we simplify and prepare for retirement. So far, everything has gone smoothly and I look forward to working with Rob and SJB for years to come.

The way they have handled me as their client has been amazing from day one. I felt well taken care off and would definitely recommend 😁

Mohammad is a true professional—highly knowledgeable, caring, and honest throughout the entire process. Highly recommended! Thank you!

Great and very smooth service and highly recommend if you’re in Marbella and need an apartment!

Excellent customer service and friendly staff. Very helpful and understanding. Qatar Spain always delivers and on time!

Trusted advisor, professional with long experience in the Spanish real estate market. We highly recommend them for future deals.

My first contact here in Marbella since 7 years with a super good follow up and service Thanks Mohammed 🙏

I have been a client of Qatar Spain Investment for almost three years and can definitely say that their service is top-notch. All this time they have provided reliable and efficient service. We are very appreciate to the Qatar Spain Investment team and especially to their manager for their assistance in variety of questions related to different areas, such as property search, legal questions and many others!

Very very bad service! Would not recommend them to anyone. Agreed to install hand showers next to our toilets. This was done like amateurs leading to leakage and mold. Now still 2 of the toilets are not flushing and when mentioned they point at the contractor who installed them. While the toilets were working without any problems before Asset Folio Excl did the installation of the hand showers. Also they installed some light in the stairs and ceiling. The lights are super white and bright, good for a runway but not something you want in your house. The solution they offer is to buy new lights and they will do the installation. So you end up paying twice for your lights. Also they installed shower screens, with one coming off immediately not having been used once. You expect your work to be taken off your hands, but you end up with a lot of headaches.

Extremely disappointing experience – avoid this company!!! We hired Assetfolio to carry out several installation tasks in our home, including fitting lighting, installing hand showers next to the toilets, and placing shower screens. Unfortunately, almost none of the work was done properly. The quality of the workmanship was poor from the start. After raising our concerns, they did return to “fix” the issues — but this only made matters worse. Their so-called repairs led to new problems, including water leaks and a strong sewage smell in both the bathroom and toilet. Despite contacting them again with a clear message about these new issues, we received no response whatsoever. We were eventually forced to hire other professionals to fix their work. Two months later, it turned out that they hadn’t even properly secured the toilet and had failed to place the rubber seal around a drainpipe, which explained the persistent sewage odor. We strongly advise anyone considering Assetfolio to think twice. Save yourself the stress, time, and additional cost of having to redo everything. Based on our experience, this company delivers unprofessional, careless, and unacceptable workmanship.

We worked with Maria Butcher on our search, and we can wholeheartedly recommend her. Her professionalism, perseverance, and kindness are exceptional. Unlike many agents, Maria listens to your criteria and only proposes options that meet those criteria, making the process easier and less time-consuming for the client.

The owners & directors of Asset Folio have vast experience, from a property perspective and specifically the Marbella area. That vast experience showed within my last trip to Marbella with very important clients of ours. As a business funding & property development brokerage, our clients have very high expectations when it comes to service. From the 1st day we flew in to the last day before we travelled back to the U.K, we received incredible service. Tom and the guys at Asset Folio hosted us in their office to provide a very detailed overview of the local market for our clients, spanning new build, land deals, opportunities to flip and more. The amount of data, info and intelligence Asset Folio have really does help to lower the risk of any purchase a client might make via them. Asset Folio were also able to show us around some very exclusive, off market opportunities too. It was very clear they achieved this via a number of long standing relationships they have with clients, architects and lawyers. I honestly can’t recommend these guys highly enough, we wouldn’t dream of speaking with anybody else to discuss Marbella area land or property requirements….. why would we?!?!

Listed my villa in Marbella with Assetfolio — the experience was professional, quick, and completely stress-free. Huge thanks to the team and bravo for Assetfolio Direct! Highly recommended.

I entrusted the sale of my deceased fathers estate with Thomas and the team at Asset Folio. This was an incredibly complex deal, comprising of multiple Spanish properties, some not registered in my fathers name, and one with ongoing litigation (in which we won the case). Tom and the team, Kasper in particular, were incredibly professional, patient and were quite literally on hand 24/7 to help guide me through the entire process from registration, marketing, recommending the right lawyer with the requisite local domain expertise to be able to negotiate to achieve a final sale (at full asking price), right up to final signing at the notary. I have dealt with a number of agents on the coast over the years, but after going above-and-beyond, they have all of my future business. I cannot recommend Asset Folio enough.

Asset Folio brings a new dimension of high quality service to the business. Our experience throughout the entire sales cycle was very pleasant, and we were impressed with their ability to keep attention to detail without losing sight of the big picture. Highly recommend them to those whom value quality and seek a qualified partner in the real estate market.

Thank you for your advice so far. Really positive experience of working with Remy, he provides great financial advice and provided me with a bespoke financial plan unique to my requirements. I look forward to continuing with your advice going forward.

Great advice and friendly service. Would highly recommend!

Great guy, quality service

Blevins Franks has been outstanding in helping us plan our retirement move to Spain. From day one, they’ve guided us through complex financial and tax issues with clarity and professionalism. A huge thank you to Chris, Ben, and the UK pension team for their expert advice and patient support. Their knowledge has given us real confidence in our decisions—especially regarding tax efficiency, pensions, and investment planning. We genuinely feel we’re in safe hands and are very grateful for their personal, proactive approach. If you’re considering retiring abroad, we can’t recommend Blevins Franks highly enough!

David Tait of Blevins Franks offers patience when explaining very clearly my options. Gives confidence too

Trust and Peace of Mind I’ve been with Blevins Franks since 2020, and what they’ve given me is something I truly value: peace of mind. My finances are well cared for, everything’s ticking along smoothly, and I no longer feel the need to constantly check or worry. There’s comfort in knowing that things are being handled professionally, without pressure or confusion. It’s allowed me to focus on the more joyful parts of life, knowing my future is in steady, trustworthy hands.

James Stirling is the epitome of a professional who values his clients. He provided the best financial service I have ever received and is a true gentleman. Belvins Franks is a better company thanks to him, he is a true asset.

Great company, great advisors. My special thanks to Alfonso – Private Client Manager. He’s a truly professional with reliable, amazing skills, always ready to help and support you. His knowledge of finances and investments makes every process smooth and easy.

Very useful initial discussion with James. Very knowledgeable, helpful and honest advice – exactly what we were looking for. Highly recommended.

First rate financial advice and astute financial management from experienced professionals

Great place for talking and learning about cryptocurrencies, meeting people involved in the domain and invest quickly and safely. Would recommand to visit especialy if you’re a begginer or even power user

Very good sandwiches. Especially “Fried egg, bacon, tomato”. Wow! Love it!Very good sandwiches. Especially “Huevo frito, bacon, tomate”. Wow! Love it!Translated commentShow original

They are very professional guys, assisted me to solve some issues after being phished. Thank you for everything, I recommend a visit.

Best place to learn about crypto in marbella, really useful 100% 👍

I have sent over 30 emails over the last month and repeatedly tried calling the office in Ireland and Málaga. I have no answers as to why the full surrender of my pension for which I paid Abbey Wealth 2k GBP in January is nowhere to be seen. It’s 2 months after the date I am supposed to have received my pension. I guess next step is formal complaint to financial ombudsman and legal action. Not exactly what I was hoping for in terms of Abbey Wealth customer service.

Couldn’t agree more. The Spain phone numbers are incorrect. Dublin have promised an up to date statement. Still waiting after a week. Advisers keep leaving. Since Victor France took over Abbey have gone downhill. Was told Vesper would contact me. Still waiting. Not even an email. Maybe it’s only her and her husband(presume,) working there. Terrible company and I will look for another adviser.

Trustpilot reviews Looks like you’re in Spain. Go to the Spanish Trustpilot site Review of Abbey Wealth Linda Krelle 6 reviews GB Rated 5 out of 5 stars 33 minutes ago My experience over several years My experience over several years has been of a professional approachable service. My current advisor Sadie does a great job and always answers my questions and undertakes instructions in a timely manner. She has kindly seen me through some recent challenges and continues to keep me updated. Date of experience: 06 November 2023

Terrible customer service since I was given a Spanish policy representative. Typical substandard Spanish customer service……I will never use them again in future

Transferred my pension portfolio to AW some 2 years ago and never looked back… Wish I’d moved from SJP sooner. Matthew Turner maintains an appropriate level of contact to advise on performance and market conditions etc. He and his Team are always responsive and efficient and I have no hesitation in recommending them.

My exprience overall to date has been very positive, as has my contact and dealings with my personal advisor Sadie Webb. She has dealt with my portfolio very professionally maintains regular and close contact, tailoring investment packages to my requirements

I have been delighted with the always professional, informative and helpful advice that has been given by my advisor – Matthew Turner. Right from our first contact Matt has guided me through the entire process. He is always available to answer my queries, providing easy to understand explanations and has been flexible in his approach & has tailored an investment product that has proven to be just right for my personal circumstances. I am very satisfied with the service that has been provided by both Matt & his very capable support team.

The branch is very slow. In personalized attention, you go by friendship order with whoever is at the table, and there is only one inefficient position at the register; if you have 2 people in front of you, you waste the whole morning.La sucursal es muy lenta, En Ateción personalizada pasas por orden de amistad con el que este en la mesa y en caja sólo hay un puesto poco eficiente, si tienes a 2 personas por delante echas la mañana.Translated commentShow original

According to our elevator supplier, Caixa Bank has the same elevator that our housing association is supposed to order. I was asked by the supplier to inspect the elevator installed in CB. This is some of the worst customer service I have ever experienced. Since I did not have a customer agreement but explained that I would like to take a photo and look at the elevator, I was clearly told that the bank could not accept it. It didn’t help that I told them I was a customer of the bank and showed my bank card. I asked to speak with the manager of the bank premises but was clearly told that I could not. The lady came out from behind the reception desk, grabbed my arm, and led me out of the bank as if I were a potential thug/intruder. I naturally walked out without further comment. I have never experienced such customer service. Perhaps the receptionist has instructions not to let in people who do not have a customer agreement, but she clearly needs a training course in customer service.Caixa Bank har ifølge vår heisleverandør den samme heisen som vårt sameie skal bestille. Jeg ble av leverandøren bedt om å besiktige heisen som var installert i CB. Dette er noe av den verste kundebehandlingen jeg har opplevd. Da jeg ikke hadde noen kundeavtale men forklarte at jeg gjerne ville ta bilde av + se på heisen fikk jeg klar beskjed om det kunne ikke banken godta. Det hjalp ikke at jeg fortalte at jeg var kunde av banken samt viste fram mitt bankkort. Jeg ba om å få snakke med lederen for banklokalene men fikk klar beskjed at det fikk jeg ikke. Damen kom ut bak resepsjonsdisken, tok tak i armen min og ledet meg ut av banken som om jeg skulle være en potensiell kjeltring/inntrenger. Jeg gikk selvfølgelig ut uten ytterligere kommentarer. Maken til kundebehandling har jeg aldri opplevd. Kanskje resepsjonsdamen har beskjed om ikke å slippe inn personer som ikke har kundeavtale, men hun trenger tydeligvis et opplæringskurs i kundebehandling.Translated commentShow original