Investment Management
Expert guidance on investment opportunities, ensuring your capital works for you.
What We Offer
Investment Advice for Expats:
Expert guidance on investment opportunities, ensuring your capital works as hard for you, as you did to build it in the first place.
We place primary emphasis on understanding exactly what you want to achieve, what your values are, and your specific appetite for risk. Then we undertake a detailed and comprehensive research analysis to provide you with the choices that align with your needs. So you can make the right decisions for you, your family and your futures.
We also make sure you get the best out of your returns by ensuring that, in line with your timescales and objectives, the investments you hold are as tax-efficient as possible. That means that we also make sure you’re aware of any tax rebates or subsidies that may apply to certain investment structures, such as pensions. So, tax efficiencies around capital gains tax (CGT) or income tax will always be highlighted, as well as other benefits that may help you, for example, in terms of estate or inheritance planning.
Align your investments with your values and contribute to a sustainable future
- ESG Investing: Investments dedicated towards resolving environmental, social and corporate governance issues
- Ethical Exclusions: Investing aligned with fundamental ethical norms to reduce exposure to unacceptable risks
- Impact Investing: Generate strong financial returns while also creating a positive social or environmental impact
Got Any Questions?
Find answers to common questions and concerns in our frequently asked questions section. We aim to provide clarity and address any uncertainties you may have regarding our services or the financial landscape for expats.