Penny Black Advisers
Penny Black Advisers are boutique independent financial advisers with our headquarters in Hong Kong.
We have umbrella companies in Asia & Europe for providing regulated financial planning.
We have built up a large network of established professional trustees, insurance companies, investment managers and discretionary fund managers to look after your investment portfolio.
We believe we are one of the best financial investment advisers in the business. Our holistic financial planning is based on ethical, fiduciary advice and we hold ourselves according to the highest IFA standards and practices.
The insurance companies we work with collectively have over $50 billion in assets under management.
We can also introduce clients to a bespoke stock trading service. We work with international stock brokers based in New York City who have over $5 billion under management. Accounts are insured with the Securities Investor Protection Corporation and by Lloyds of London for up to $30 million per account.
We believe in reducing fees for our clients by constructing US dollar portfolios made up of Exchange Traded Funds (ETF’s) that are regulated by the SEC in the USA.
For GBP porftolios we work with fund managers with high lipper ratings to aim for consistent investment returns for clients. We can also set up accounts in EUR, CHF, Yen, AUD and many other currencies.
We take risk management very seriously and perform a risk assessment analysis for each client using the Oxford Risk Questionnaire to understand a client’s risk profile.
We undertake a fact find for each of our clients to understand our clients’ financial situation, so that we can come up with a financial solution to fit their needs.
Our Commitment to Our Clients
Our clients will receive quarterly reports and updates on their investment portfolios. We also rebalance client porftolios once per year in May. Clients will receive a weekly email which will update them on the global economy containing actionable advice. The newsletter also keeps up with the latest global fintech, tech and biotech trends. We also wrote about crypto currencies and the blockchain.
Investment Solutions for Our Clients
We can set up and monitor the following investment solutions for our clients:
- Investment Portfolio Solutions to hold securities, mutual funds, bonds, ETFS’s, etc
- Investments in rare coins like the Penny Black
- Investments in physical gold and silver
- Global real estate investments
- Retirement accounts, e.g. offshore solo-401k, QROPS, QNUPS, EURBS
- Offshore Trusts to protect clients from litigation, court seizure and divorce proceedings
Financial Solutions for Our Clients
We can set up and monitor the following financial solutions for our clients:
- Expat Retirement Planning
- Expat Investment Management
- Expat Life Insurance
- Expat Health Insurance
- Expat Mortgages
- Real Estate Financing
Arrange a Financial Consultation
Please email us to set up a financial consultation with one of our financial advisers.