Ongoing Service management

Ongoing support services

We're here to make your life easier.

When you’ve had your initial financial review and set up your investment portfolio, you’ll receive ongoing advice and support from our international team of wealth management specialists – however far you travel, no matter how long you’re away from home.

We also have support services that let you track your investments online and manage your portfolio with minimal paperwork.

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Personal contact

Portfolio reviews

Online portfolio management

Investor updates

 

Multicurrency flexibility

If you want to invest in multiple currencies, our foreign exchange solutions will help you manage your international finances more effectively – and take advantage of changes in currency exchange rates.

More about our foreign exchange solutions

Want an insight into expat life?

In our 2012 Expat Explorer Survey (the world's largest global expat survey) we talked to over 5,000 expats from over 30 countries around the world about their finances, their quality of life and what it's like raising children abroad.

See the results of our expat survey

Please remember that the value of investments, and any income received from them can fall as well as rise, is not guaranteed and you may not get back the amount you invested. We always recommend that any Investments held should be viewed as a medium to long-term investment, at least five years. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another.

Please note that contributions to UK pension policies, cannot be accessed until retirement and not normally until age 55.

Talk to a wealth expert

We can advise you on how best to grow and protect your wealth to make the most of your savings.

Talk to an expert


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