Helping our expat clients make the best decisions for their money is an essential part of our job as senior financial consultants in our full-service
This website is not a solicitation to invest, nor is it tax, legal, financial or investment advice. We only deal with investors who are expatriates or (ultra-)high-net-worth/self-certified individuals on a non-solicitation basis. Not for the retail market.
The services, funds, and products described on this website are not available in all countries or to all investors. As such, this website, and the information on it are not addressed to any person resident in a territory, country or jurisdiction where such distribution would be contrary to local law or regulation.
Users from the United Kingdom and the European Union
This website is only for professional investors (as defined by the Alternative Investment Fund Managers Directive (2011/61/EU) or “Professional Investors”); professional clients or eligible counterparties (as defined by the Markets in Financial Instruments Directive (Directive 2014/65/EU) or “Eligible Counterparties”); or people who are otherwise defined by local laws and are directed to whom this website is directed.
Users from the United States
The Website is not intended to be used by any person in the United States other than persons who are “qualified purchasers” (as defined in the United States Investment Company Act of 1940, as amended) and “accredited investors” (as defined in Rule 501(a) under the United States Securities Act of 1933).
Clients’ money is invested via Luxembourg-based MiFID II and/or Isle of Man Financial Services Authority regulated entities in UCITS funds, which are considered very safe due to the stringent regulatory framework, transparency, and investor protection standards that are hallmarks of UCITS funds.
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