Life as an expat can be challenging; that’s where we come in. Our clients are the reason we do what we do, and helping them to overcome their challenges, get financially organised and prepare for their future is what we do best.
Some of our clients have been kind enough to share their stories. In these short interviews, you’ll get to know more about the people we work with, what we do to help them and how their lives have changed in the process.
Your security is extremely important to us. We have systematic processes and procedures in place to ensure the safety of our website and your personal information.
We take your privacy and data security very seriously, and do not share your information with anyone without consent.
All client assets are custodied in a segregated account with of our partner platforms/brokers. The funds used in our model portfolios are all Dublin-listed UCITS and held with the fund depository in Ireland (Euroclear).