Our Partners
Get to know who we work with
At Atlas Bridge Wealth, we partner only with the most trusted and established international investment and pension providers — including Utmost Group, IFGL Group, Prudential International, OTAP, Praxis, and STM Malta. Each of these institutions brings exceptional strength, regulatory integrity, and proven expertise in cross-border wealth management. By working with a carefully selected network of partners, we ensure our clients have access to secure, flexible, and tax-efficient solutions tailored to their global lifestyles. These partnerships allow us to deliver the highest standards of planning, transparency, and long-term financial confidence for every client we serve.
Fresh Portugal
Fresh Portugal is a specialist tax and legal advisory firm dedicated to helping international clients navigate the complexities of relocating to and investing in Portugal. Their multilingual team of lawyers and tax experts provide tailored guidance on residency, NHR and IFICI regimes, property purchases, and cross-border structuring. Known for their clarity, responsiveness, and deep local knowledge, Fresh Portugal has become a trusted partner for expatriates and professionals seeking to make a smooth and compliant transition to life in Portugal.
CMS Group
CMS Portugal is part of the global CMS network — one of the world’s largest law firms — offering full-service legal and tax advisory support across Portugal and internationally. Their multidisciplinary team combines local expertise with international reach, advising clients on areas such as tax optimisation, corporate structuring, real estate, and private wealth management. With a strong reputation for technical excellence and practical solutions, CMS Portugal is a key partner for expatriates, investors, and businesses navigating Portugal’s evolving regulatory and tax landscape.
SunCap Visa
SunCap Visa is a specialist consultancy helping individuals and families secure residency and citizenship through investment and relocation programmes across Europe and the Middle East. With a strong presence in Portugal, the firm assists clients with visa applications, property investments, and legal structuring under programmes such as the D7, Golden Visa, and NHR regimes. Known for their hands-on approach and trusted network of professional partners, SunCap Visa provides a seamless, end-to-end service for those looking to relocate, invest, and build a new life abroad.
Utmost Group
Utmost Group is a leading specialist in international life assurance and wealth solutions. The group focuses on providing long-term savings, investment, and estate-planning products to high-net-worth individuals and expatriates. With operations across the UK, Isle of Man, Ireland, and Luxembourg, Utmost is known for financial strength, regulatory stability, and flexible cross-border planning options that help clients preserve and grow their wealth efficiently.
IFGL Group
IFGL Group (International Financial Group Limited) is a global provider of international life assurance and investment solutions, serving clients in more than 170 countries. Through its brands—RL360, Friends Provident International, Ardan International, and IFGL Pensions—the group offers a wide range of products designed to help international investors, expatriates, and trustees manage, grow, and protect their wealth. IFGL is recognised for its strong regulatory framework, customer focus, and commitment to long-term financial security.
Prudential International
Prudential International is part of the M&G plc Group, offering a range of offshore investment and insurance solutions tailored for UK and international clients. Based in Dublin, it provides tax-efficient investment options designed to support wealth accumulation, estate planning, and cross-border financial strategies. With the backing of one of the UK’s most trusted financial institutions, Prudential International combines global investment expertise with the flexibility and advantages of an Irish-based structure.
Overseas Trust And Pensions (OTAP)
OTAP (Overseas Trust and Pension Group) is a specialist provider of international trust, pension, and retirement planning solutions. Headquartered in Guernsey, OTAP offers a range of structures including QNUPS, QROPS, and bespoke international pension plans designed for expatriates and globally mobile professionals. The group is known for its technical expertise, robust regulatory standards, and highly personalised service, helping clients and advisers structure wealth efficiently for long-term security and estate planning flexibility.
Praxis Group
Praxis is an independent, owner-managed financial services group specialising in private wealth, corporate, and fund services. Headquartered in Guernsey with offices across key international finance centres, Praxis provides bespoke solutions in trust and fiduciary management, company formation, and fund administration. Known for its integrity, expertise, and client-focused approach, Praxis helps individuals, families, and institutions protect, grow, and transition wealth across generations and jurisdictions.
Currencies 4 You
STM Malta is part of the STM Group, a leading international provider of cross-border financial services specialising in pensions, trusts, and life assurance solutions. Based in Malta and regulated by the Malta Financial Services Authority (MFSA), STM Malta offers a range of products including QNUPS, QROPS, and international pension schemestailored for expatriates and global professionals. The firm is recognised for its technical depth, regulatory robustness, and commitment to delivering compliant, tax-efficient solutions for international retirement and estate planning.
Our partnership with QB Partners
Atlas Bridge Wealth work with QB Partners which provides specialist support to financial professionals on pensions, wealth structuring, and estate planning. QB Partners has over 150 years’ experience collectively in assisting financial planners whose clients have more complex circumstances, including cross-border situations. Our relationship with QB Partners helps us to provide our clients with clear and robust planning advice.