Who is WealthGuard?

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WealthGuard Investments is an investment management business built on the proven expertise of IDAD, a specialist firm that has been delivering risk-adjusted investment solutions to clients worldwide for over 20 years. IDAD’s independence allows us to focus entirely on investor outcomes, providing transparent, robust and carefully structured investment solutions designed to meet real investor needs.

Our investment philosophy centres on delivering a balanced combination of capital security and long-term growth. While there are no risk-free investment solutions that offer high returns and immediate liquidity, WealthGuard investments are constructed with a clear focus on managing risk while seeking consistent, attractive returns. By leveraging IDAD’s extensive experience, specialist structuring capabilities and access to global financial markets, we aim to provide investment solutions that align with investors’ risk profiles and return objectives.

The WealthGuard range is specifically designed and managed by IDAD, which originates and arranges primary market securities, including structured notes and investment-grade fixed income investments. IDAD also acts as Investment Manager for a range of investment funds and model portfolio solutions, supporting diversified portfolio construction across different market conditions. In addition, IDAD operates an active secondary market business, executing trades in structured securities, cash bonds and exchange-traded funds (ETFs), ensuring liquidity and flexibility for investors.

WealthGuard investment funds are available for direct investment and are compatible with all major investment platforms. They can be used as standalone investments, combined to create diversified portfolios, or integrated into broader wealth management and investment strategies. This flexibility makes WealthGuard suitable for a wide range of investors seeking professionally managed, risk-aware investment solutions backed by institutional-grade expertise.

DISCLAIMER

Terms and Conditions of use

This website constitutes a financial promotion and has been issued and approved for the purpose of section 21 of the Financial Services and Markets Act 2000 by IDAD Limited. WealthGuard is a trading name of IDAD Limited and is authorised and regulated by the Financial Conduct Authority FCA FRN 740499. IDAD is a limited company registered in England and Wales number 4521366.

The purpose of this website is to inform Independent Financial Advisors (“IFAs”) and other professional intermediaries of the products and services offered by IDAD Limited. The information in this website should not be considered as an offer to purchase securities, and nothing stated within this website constitutes advice.

Neither this website nor any documents contained within it constitutes investment advice or an offer or solicitation to sell in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. The material contained within is purely for information purposes and its accuracy cannot be guaranteed. Investments may go up or down in value and you may lose some or all of the amount invested. Past performance is not necessarily a guide for the future. Returns from the structured products are at risk in the event of any of the institutions who provide securities for these products default on their financial obligations. Any decision to invest should be based on the information contained in the relevant term sheet or prospectus (and any supplements thereto) of the relevant product which includes information on certain risks associated with an investment.

By accessing this website you represent that you are permitted by the laws of your jurisdiction of residence to access this site and the information contained herein.

This website is not intended for residents of the United States as we are not authorised to sell our products and services in the USA.

IDAD Ltd does not give advice on the suitability of its products to private retail investors.

This website is confidential, and no part of it may be reproduced, distributed or transmitted without the prior written permission of IDAD Limited.

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