Our services
Wealth management
Financial planning and advice on which bank accounts and investment services suit your needs.
Market updates
Personalised stock market information relating to your financial assets, sent to you in a daily email.
Investment reports
Monthly, quarterly and annual reports for your consolidated portfolio, including performance history.
Tailored research
Stock market research and relevant global financial news to empower you to make good investment decisions.
Admin services
Guidance with accountancy, everyday banking, property management and any legal issues that arise.
Dedicated tracking
Consolidated tracking of all accounts, investments and portfolios in one place, for your peace of mind.
Meet the team
Carlos Garza, Director
Carlos combines technical skills and over 13 years of experience as a banking and investment expert. He can advise you on everything from setting up a family office, to finding the best way to invest your money.
Jose Antonio Torre, Wealth Manager
Jose joined Zagar Investment in 2019, and has more than 6 years of experience in research analysis and business finance. His analytical and data gathering skills can guide and inform your financial decisions.
Contact us
020 3170 7485
zagar@zagarinvestment.co.uk