A leading provider of fee-based, commission-free financial services to the global expatriate and international community. Using cost-effective, technologically advanced platforms, we provide stability and consistency for clients when circumstances change by understanding the need for transitional services, regardless of location. Clients are considered an integral part of ensuring continued success and are treated as such. Services include: ⌘ Analytical research and reporting on investment portfolios. ⌘ Cost reduction of investment structures. ⌘ Private banking and discretionary fund management. ⌘ Fee-based asset management for portfolios and pension funds. ⌘ Mortgage, debt leverage and gearing services. ⌘ Protection and IHT planning. ⌘ Portfolio construction via liquid savings and investment structures.