knowledge centre
The latest financial news and thought pieces from the team.
Q3 2025 Quarterly Market Update – October 2025
The third quarter of 2025 delivered robust returns across global markets, underpinned by strong corporate earnings…
Offshore Bonds Explained: A Guide for Expat Investors
When it comes to tax-efficient investing for expats, offshore bonds often feature in the conversation – but they’re not always well understood.
Q2 2025 Quarterly Market Update – July 2025
In the second quarter of 2025, markets have been resilient and have – yet again – rewarded patient long term investors…
Why Diversification Matters – Especially Now
When it comes to portfolio theory, there’s one core principle that continues to prove itself time and time again: diversification.
Trump Tariffs and Trade Tensions
The early months of 2025 have delivered a dramatic shift in the global economic landscape, dominated by the return of US President Donald Trump and a sweeping set of new trade tariffs.
Q1 2025 Quarterly Market Update – April 2025
After a buoyant 2024, the first quarter of 2025 provided a more muted start for investors…
Do You Need Alternative Investments in Your Portfolio?
For high-net-worth individuals, access to exclusive investment opportunities can be both a privilege and a temptation.
The 5 Most Common Mistakes We See High-Net-Worth Individuals Make with Their Finances
High-net-worth (HNW) individuals, despite their financial success, are not immune to making costly mistakes with their finances. Wealth provides opportunity, but it also introduces unique challenges, psychological biases, and pitfalls that can lead to poor financial decisions.
UK State Pension for Expats
Retirement is a time to sit back, relax, and enjoy the fruits of your labour. But how will you fund this luxurious lifestyle? Enter the UK State Pension, your golden ticket to supplementing your financial freedom in your golden years.
How Much Cash Do You Actually Need?
When it comes to managing your personal finances, one of the most frequently asked questions is: “How much cash should I keep on hand?”
What the UK Budget Means for Expats – 6 Key Takeaways For Those Living Overseas
Rachel Reeve’s first budget of the new Labour government has dominated headlines in recent weeks, as she announced significant changes as part of a plan to “rebuild Britain”.
The Value of Financial Planning For Expats
Financial planning offers clarity in the face of the complex and often conflicting priorities that come with living abroad.











