As an expat you are in a unique position and have various offshore investment opportunities open to you. We will create a bespoke personal investment report which will help you to understand how you can:
· Increase your private wealth.
· Maximise returns for your money.
· Access tax efficient investments.
· Find the top performing fund managers.
· Invest at low cost.
Our partners can help you grow and protect your wealth as you move around the world.
What’s included in your bespoke Personal Investment Report?
· We will help quantify the amount of capital you require to retire and calculate how much you need to invest to achieve this.
· An analysis of your existing portfolio with advice on which investments you should continue holding and the investments that should be sold.
· We will provide an independent report of your risk profile.
· We will create a bespoke portfolio with the top performing funds matching your risk reward profile.
· Techniques and hedging strategies to manage currency risk.
· Option strategies to enhance your income.
· The creditworthiness of the institutions holding your investments.
We also offer advice on Portfolio Management.
We help you organise and plan for your financial future.
„Instinct is a marvelous thing. It can neither be explained nor ignored.“ – Agatha Christie