How many countries do you call home? How many currencies do you regularly spend in?
There are many reasons you might choose to split your life across borders. It could be due to business interests, property, lifestyle – or because of decisions taken by your children or other family members.
But there are tax, investment and other financial considerations which you shouldn’t overlook. In a world where nations are erecting more walls and barriers, understanding cross-border issues has become more important than ever.
With wealth management offices based in the UK, Europe and Asia, as well as investment centres across the world, we’re able to stay abreast of tax and other legislative and financial developments across multiple jurisdictions. And where we need to, we turn to a global network of professionals for outside expertise.
Wherever you choose to live, we’ll ensure your financial affairs are managed in a way that matches your geographic footprint.
CASE STUDY
Our client was born overseas and spent many years working in Asia and the US for a multinational corporation. He and his family are now based in the UK and support a number of charities, including the university where he studied many years ago.
CASE STUDY
We provide a range of services to a UK family office who have appointed us to manage the family’s liquid investments. We provide the family office and the individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.
Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.
To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.
If you’ve built and managed a successful business, you’ll know the importance of planning.
There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.
We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?
Generating a regular and reliable income from your investments.
How many countries do you call home? How many currencies do you regularly spend in?
