Expat Investment Management

Most expats keep a much to large portion of their savings in a bank account. With interest rates at all time lows and with a 10 year+ investment horizon, this is not the best idea.

A bank account should have enough in it for a rainy day, cover your living expenses, kids’ education costs as well as any immediate purchases you need to make such as a car or holiday and the rest of your cash should be put to work in investments in stocks, bonds, stamps, coins and property investments which deliver a higher return then leaving your cash sitting in a bank whilst inflation erodes your wealth.

We can guide you to set up a properly diversified portfolio to protect all your assets and reduce risk.

Lump Sum Investments

We work with some of the largest insurance providers in the world. If you have 50,000 GBP / 60,000 EUR / 80,000 USD / to invest, we can set you up with an investment which seeks higher returns than you would get from a bank account depending on your attitude to risk.

expat insurance providers

You just answer a simple risk survey and we can help you start investing.

Please click here to take our “risk test” and find out your unique risk score.

Your money will be invested with the top money managers in the world such as Aberdeen Asset Management, BNP Parisbas, Black Rock, Fidelity, Franklin Templeton, Investec, M&G, Shroders, Threadneedle and UBS. Talk to us to find out more about the investment managers and discretionary fund managers we work with.

Boutique Investment Advice

For higher net worth clients, we offer bespoke advice and access to an investment management company where you can create your own computer algorithms for automated trading.

You can choose which shares, Exchange Traded Funds (ETF’s), mutual funds, etc. that you want to hold and we will create a strategy for you or you can choose from one of our pre-designed portfolios based on your risk level.

We can create automatic rebalancing and automated investing monthly, quarterly or annually. The fees are normally lower than going via an insurance company route, but the investment risk would be higher and there is an upfront fee to create the algorithm.

boutique investment management

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Whatever your investment goals, we can help you achieve them.

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