WHO WE ARE


Global in our investing and personalised in our service, we provide objective strategies designed to meet the goals of each client.

Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships. As an independent, performance fee-only firm, we serve our expat clients with complete objectivity and manage conflicts of interest effectively.

Our Guiding Principles

We passionately believe that good financial planning can change your life. You just need a little bit of inspiration backed up by honest advice.

Collaborative Partners

We strive to make personal connections as a trusted partner and leader of our clients' professional service network. Personal relationships allow us to maintain perspective on client goals, as well as to create a dynamic framework to execute personalised and integrated investment strategies.

Highest Standards

Integrity, honesty, and ethics are at the heart of everything we do, from offering advice to selecting investments. As stewards of wealth, we are objective in our guidance, clear in our purpose and transparent in our fees. As fiduciaries, we endeavour to do what is best for the client, manage conflicts of interest and offer unbiased insight and oversight.

Expansive Access

Our investments and clients span the globe. We have broad expertise in both European and non-European tax matters as well as domestic and international investments. Our open architecture platform allows us to access a vast array of global investment options and exclusive access to strategies and opportunities not typically available to individual investors.

Balanced Mindset

While we are disciplined in our approach, we are flexible and individualised in our thinking. We take a long-term view of investing, but are proactive in capitalising on appropriate short-term opportunities. Our institutional-class solutions and high-touch service offers clients the best of both worlds.