About You

Igniting the financial potential of expats

We aim to be the leading alternative choice for expats looking for an intelligent approach to their finances, that want a proven academic approach to investing their money and that puts them at the centre of their finances not advisor profit.

We help you to plan, achieve and maintain your lifestyle through best in class financial planning and execution, using academically-led evidence-based investment portfolios.

We are a boutique-sized, professional practice that believes in serving a small number of expats at the highest level. We believe our offering is unparalleled.

A Typical Expat Client

Our widest selection of investments products are available to:

i) Individuals with investable assets in excess of $25,000 
ii) Individuals with an income in excess of $150,000 in the past 12 months

We often do help people with smaller portfolios depending on individual circumstances, please contact us to discuss your requirements.

Typical clients include:

  • Those looking for discretionary portfolios due to investment restrictions in their industry (Financial Services, Accountancy, Law).

  • Expats accumulating towards their financial goals who require an holistic plan and approach across all of their assets in multiple countries (property, cash, pensions and other investments).

  • Those looking to invest cash lump sums and are prepared to start with an investment of greater than $25,000.

  • Those nearing retirement with more than $500,000 million to invest and want a safe and reliable income stream in retirement that ensures they never run out of money.

  • Expats based worldwide. To pass the stringent Luxembourg enhanced customer due diligence regulations we are required to be selective, but will try to help where possible.

Please note:

  • Figures are in US Dollars (USD) for indicative guidance - please use these to work out your currency equivalent.
  • The above is a general guide - if you don't meet these criteria then still get in touch as we might still be able to help.

How can we help you?

Working & Saving

You have a higher disposable income than ever before in a low-tax country. You are currently saving regularly for you and your family's future. You want to understand if you are saving in the most intelligent way.

Close to Retirement

You have been saving diligently throughout your working life and are now thinking about when you can retire. You want to make sure you have enough to retire on without ever running out of money.is where your text starts.

Locked-in Savings

You have an existing investment agreement with an advisor. You have now realised you are locked-in for 15-20 years, paying high fees and charges and want help to understand your options and rectify the situation. 

Big Life Goals

You are saving towards a big life goal such as starting a business, long-term travel or changing careers. You need help to make sure this can happen without affecting you later in life goals.

Entrepreneur

You own your own business and need to align your business goals with your personal finance goals. You might also have a business sale approaching and need help with lump-sum investing.

Stock options

You have vesting stock/equity with your employer and need to understand the best way to manage this. You want to know when to keep and when to sell based on your life goals.

Arrange a Virtual Meeting

IF ANY OF THE ABOVE SCENARIOS SOUND FAMILIAR TO YOU OR YOU HAVE A DIFFERENT SITUATION THAT YOU WOULD LIKE TO DISCUSS THEN GET PLEASE IN TOUCH WITH US