Cross-border international financial services you can trust
About us
Wherever life takes you, we’re here
Founded in 1987, we’ve built an expansive international network to help globally mobile individuals and businesses, providing dependable solutions for a secure financial future.
- Globalisation is accelerating and the need to advise and support individuals and businesses to cross borders is growing.
- Globally mobile people face particular challenges in managing investments across multiple jurisdictions.
- Systems, taxation and cultures often collide and overlap; they are rarely designed to integrate.
- We believe that cross-border individuals and are often overlooked leading to missed opportunities for wealth and stability.
- Our passion for global business drives us to meet the needs of internationally minded people and organisations.
- We build new connections, enabling business development anywhere in the world.
- We have 38 years of experience and a team with global expertise, we deliver integrated advice and solutions that help clients thrive across borders.
What we do
Achieve more with our tailored services
We’re in a strong position to deliver a professional and friendly service to companies and individuals.
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Watch and listen
Real experiences, just like yours
94%0%
of clients believe working with us has helped or will help them achieve their financial goals
94%0%
who answered definitively said they'd recommend us to a family, friends, or work associates
67%0%
of those who said they'd recommend us said they have done so already in the last 12 months alone