A leading provider of expat financial services and wealth management services across Asia.

Medical insurance for expats: Are you making these two common mistakes?

With over 20 years of experience providing financial services to expatriates in Asia, we’ve seen firsthand how unexpected health events can derail even the most carefully planned future. Few things are more devastating than watching a lifetime of savings disappear at lightning speed. That’s why protecting your wealth with a medical insurance policy suited to…

Financial planning on Valentine’s Day: Love is… protecting your partner financially

Financial planning on Valentine’s Day: Love is… protecting your partner financially

Flowers and candlelit dinners are romantic, but true love is not all about showy gestures. This Valentine’s Day, demonstrate just how much your partner means to you by giving them the ultimate gift – financial security. Ensuring their future is protected, no matter what life brings, is a lasting expression of love that goes far…

investment management

Investment management: How to diversify your portfolio and achieve long-term capital growth

It’s universally acknowledged that diversification is key to investment management success but what does it mean and how can you achieve it? We offer some practical suggestions for diversifying across and within different asset classes.   Diversification is key to investment success Financial advisers and investment managers may differ in their approaches to managing investment…

Education Fee planning

Education fee planning: UCAS is done, now how will you fund your child’s university education?

Last year the UK government officially announced a rise in minimum tuition fees for universities in the UK. As the UCAS deadline for university applications in the UK closes this week, many parents are panicking about how they are going to fund their child’s university education. Are you prepared?   How will I fund my…

new-year-solutions-financial-goals-2025

Financial planning: how to keep your New Year resolutions beyond Quitters Day

So, you’re heading into 2025 with some admirable financial resolutions. But will you last beyond Quitters Day? We look at how to establish lasting habits to stay the distance throughout the year. The most common financial resolutions New Year is a great time to set some financial resolutions to improve your financial situation in 2025.…

family-happy-saving-piggybank-fiancial-planning-newyear

Financial wellbeing challenge: start anytime and transform your finances in 12 months

The importance of financial well-being cannot be overestimated. Financial stress impacts every aspect of our lives, negatively affecting our overall health. Taking the time to create and maintain a comprehensive financial plan is a valuable investment in yourself which will pay dividends over the long term. This challenge talks you through the process step-by-step. The…