Bartra Wealth Advisors

What Bartra Wealth Advisors does

Bartra Wealth Advisors is the dedicated immigration investment advisory arm of Ireland-based Bartra Group, founded in 2016 and headquartered in Dublin with a regional headquarters in Hong Kong. The firm serves high net worth individuals (typically with a €2 million minimum net worth) and their families in Asia, helping them obtain Irish residency under the Immigrant Investor Programme (IIP) by participating in Bartra's two core investment product lines: social housing projects offering a 3-year term with 100% capital protection, and nursing home projects offering a 5-year term with 4% annual interest, both with €1 million minimum investment thresholds. The company also facilitates a philanthropic donation track at €400,000-€500,000 and more recently extends into premium residential property advisory through partnerships such as Seamount Rise with Ballymore.

The business operates a direct, appointment-based field sales motion. Bartra maintains owned offices in Dublin, Hong Kong, Shanghai, Beijing, Shenzhen, and Ho Chi Minh City, and reaches prospects through a mix of website content marketing, YouTube video series, social media engagement, email newsletters, webinars, and in-person consultations. It does not use third-party intermediaries or resellers; all advisory and application processing is delivered by in-house consultants. Approvals, renewals, and repayments are bundled into the service offering, supported by an "Approval First, Invest Later" structure that reduces investor capital risk during the application phase.

Bartra is not a technology company in the traditional sense. The only notable digital layer in its offering is Evercam-powered 24/7 live video streaming of construction progress for investor transparency. Revenue streams combine professional-services fees on immigration advisory, transaction-fee economics tied to investor capital raised, and capital-protected returns paid to clients from government-backed rental and HSE funding streams. As of recent disclosures, the firm has facilitated over €220 million of approved IIP investment through 300+ approved investors and ~400 processed applications, representing approximately 25% market share of total Irish IIP applications and a 100% approval, 100% renewal, and 100% repayment track record. Leadership comprises James Hartshorn (CEO and Co-Founder), Daniel Hinds (COO), and Jeffrey Ling (Regional Director), with Richard Barrett also associated as Founder.

Name

Bartra Wealth Advisors

Legal name

Bartra Wealth Advisors

Website

https://bartrawealthadvisors.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Bartra Wealth Advisors is the immigration investment advisory arm of Ireland's Bartra Group, guiding high net worth Asian families through the Irish Immigrant Investor Programme via government-backed social housing and nursing home projects, with offices in Dublin, Hong Kong, and mainland China.

Ownership category

akta.pro rank

Product category

Immigration Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Immigration investment advisory
• Wealth advisory services
• Investor immigration programme
• IIP residency advisory
• HNW investor services

Headquarters

HQ city

Hong Kong

HQ country

Hong Kong SAR China

HQ region

Asia

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Immigration Advisory Services: Bartra charges fees for providing comprehensive immigration advisory services including application processing, government liaison, and landing services for the Irish Immigrant Investor Programme (IIP). Services are bundled with investment project access.
2. Nursing Home Investment Returns: For nursing home investments, investors receive 4% annual interest over a 5-year investment term. At maturity, investors receive full principal repayment plus accumulated interest (approximately €200,000 on €1 million investment over 5 years).
3. Social Housing Investment: For social housing investments, investors receive 100% capital protection with full repayment at maturity (3-year term). No interest payments for social housing option.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Bartra Wealth Advisors provides end-to-end immigration investment advisory services for high net worth individuals seeking Irish residency through the Irish Immigrant Investor Programme (IIP). The firm connects investors to IIP-qualifying Social Housing and Nursing Home projects sourced and managed by its parent Bartra Group, handling application processing, government liaison, project investment, landing services, and exit/repayment throughout the lifecycle. Core offerings also include ancillary residential property advisory (e.g., Seamount Rise with Ballymore) and educational resources for prospective Irish immigrants.

Product overview

Bartra Wealth Advisors operates as a single integrated immigration investment advisory platform offering Irish Immigrant Investor Programme (IIP) services through two primary investment product lines: Social Housing Projects and Nursing Home Projects, both IIP-qualified and government-backed. The Social Housing products provide 3-year investment terms with 100% capital protection, while Nursing Home products offer 5-year terms with 4% annual interest. The company also markets residential properties through its Seamount Rise development and provides educational resources like the Ireland: An Essential Guide. All services are delivered through a one-stop-shop model from initial consultation through investment exit and landing services.

Differentiator

Problem solved

Functional benefit

Products and services

• Irish Immigrant Investor Programme (IIP) Investment Advisory End-to-end immigration investment advisory service guiding high net worth individuals and families through Ireland's IIP, from eligibility assessment and application processing to investment placement, landing services, and renewal/repayment support across the investment lifecycle.
• Social Housing Investment Projects IIP-qualifying social housing investment projects in Dublin, providing 25-year government-backed lease agreements at 95% of market rent (index-linked), a 3-year investment term with 100% capital protection, and full principal repayment at maturity.
• Nursing Home Investment Projects IIP-qualifying nursing home investment projects operating under Ireland's Rebuilding Ireland strategy, providing 4% annual interest to investors, full principal repayment at 5-year maturity, and operated by Bartra Healthcare with HSE funding support.
• Seamount Rise Residential Development A 6-storey, 76-apartment coastal residence in Malahide, Co. Dublin jointly presented with developer Ballymore, offering 1, 2, and 3-bedroom apartments (priced approximately €440k–€500k for 1-bed units) as a residential property offering complementary to the firm's core IIP advisory services.

Quantifiable outcome

• 100% application approval rate for IIP applications
• +7 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• BallymorecoreStrategic or Co-development PartnerReputable Irish developer partnering with Bartra Wealth Advisors on the Seamount Rise residential development in Malahide, Co. Dublin. Ballymore develops the property while Bartra presents the opportunity to global investors as part of Bartra's value-add services for clients. The 76-apartment, 6-storey development represents Bartra's expansion into premium residential property advisory alongside its core IIP business.
• Henley Investment ManagementcoreStrategic or Co-development PartnerUK-based investment company that formed a joint venture with Bartra Group called 'Henley Bartra'. The JV acquired Citywest Business Campus in Dublin, a portfolio of 11 buildings, development land, and parking, in 2019. The JV has successfully secured new leases and lease extensions at the property, demonstrating successful collaboration between the two firms.
• Irish Naturalisation and Immigration Service (INIS/ISD)coreOthersGovernment body within Ireland's Department of Justice that manages and approves the Immigrant Investor Programme (IIP). Bartra's projects receive priority consideration from INIS as they support Ireland's social infrastructure needs. The relationship is essential for Bartra's business model as INIS approval is required for all IIP applications and project qualifications.
• Irish Government (Various Bodies)coreOthersMultiple government relationships including: 1) Irish Department of Justice and INIS for IIP programme management; 2) Local authorities for 25-year social housing lease agreements; 3) Health Service Executive (HSE) for nursing home funding under Nursing Home Support Scheme; 4) IDA Ireland for foreign investment promotion; 5) National Treatment Purchase Fund (NTPF) for nursing home subsidies. These government partnerships provide the foundation for Bartra's government-backed investment model.

Scale indicators13 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Arton Capital: Global citizenship and residency by investment advisory firm. Comparable in providing immigration-linked investment advisory across multiple programs, though with broader geographic and program coverage than Bartra's Ireland focus.
• Henley & Partners: Global leader in residence and citizenship by investment advisory, headquartered in Switzerland with broad geographic coverage. Most directly comparable to Bartra as a high-end immigration investment advisory serving HNW clients across multiple European programs, though with much broader country coverage versus Bartra's Ireland focus.
• Knightsbridge Wealth Group: Asia-based wealth advisory firm serving HNW families with international residency and investment advisory services. Comparable regional peer with similar Asian HNW client focus and complementary geographic footprint.
• Sovereign Group (S.I. Group): Global residence and citizenship planning advisory firm with offices in multiple jurisdictions. Comparable in serving HNW families seeking European residency and offering related tax and relocation advisory services alongside investment-linked immigration.

Emerging players

• Global Citizen Solutions: Residence and citizenship advisory firm focused on European golden visa programs including Portugal and Ireland. Smaller emerging competitor with overlapping service offering for HNW Asian clients seeking EU residency.
• Get Golden Visa: Digital-first immigration investment advisory platform serving international HNW clients across European residency programs. Emerging tech-enabled competitor to traditional advisory firms like Bartra.
• Migronis: European residency and citizenship by investment advisory serving Asian clients with programs including Portugal, Greece, and Ireland. Comparable emerging advisory competitor with similar HNW immigrant investor target segment.

Direct peers

• Astons: International immigration advisory firm specializing in residence and citizenship by investment across Europe and the Caribbean. Comparable mid-size competitor targeting similar HNW Asian client base with comparable program expertise.
• Latitude Consultancy: Residence and citizenship by investment advisory firm serving Asian and global HNW clients, including Irish IIP advisory. Comparable business model focused on facilitating European residency through investment programs for the same target customer segment.

Others

• Bartra Group (Parent): Irish property developer and parent company of Bartra Wealth Advisors, providing the underlying nursing home and social housing projects. Related but distinct entity that is the project sponsor and counterparty for IIP investments facilitated by Bartra Wealth Advisors.

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCEClJVfRZGta-TXWPDbxwzg/featured
• Facebookfacebook.com/bartrawealthadvisors/?ref=br_rs
• LinkedInlinkedin.com/company/bartra-wealth-advisors-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bartra Wealth Advisors