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We are a privately owned company specialising in the needs of Expatriates around with world. We have over 60 years combined experience in helping expatriates manage their finances, insurances, banking and investments.
Our investment management teams and financial advisers work with private clients, trusts and companies, offering both an advisory and discretionary management service. Whatever your situation, we focus on creating a portfolio that is tailored to your unique needs.
The knowledge and experience of our Investment Teams enable us to structure a solution that contains the right combination of products and services for each client's financial situation.
Our investment services are available on both a Discretionary and Advisory basis. Discretionary Management is our core service and allows clients to hand over day-to-day investment decision-making on their portfolio to our experienced Investment Managers. Our Advisory Management service is aimed at clients who wish to make their own investment decisions and want access to professional advice.
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