| Wealth Accumulation and Protect |
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Our aim is to help you build and protect wealth in a flexible and tax efficient manner but at the same time, listening to your specific investment objectives and carefully constructing a personalized portfolio for capital growth and/or income.
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Successful portfolios will include both lump-sum investments and regular savings plans
In constructing a strategically balanced portfolio, it is obviously important to obtain professional advice, but before making any decisions, there are six major factors Expat Solutions will consider before making any recommendations: |
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- Risk – It is essential that we listen to and understand your attitude to risk in relation to your objectives and build a portfolio which matches your personal risk profile.
- Diversification – We utilize all major asset classes when constructing a truly balanced portfolio. We ensure that you are prudently invested in a balanced manner between the five main asset classes, Cash, Equities, Bonds, Alternative Investments and Property.
- Timescale – We provide recommendations which are sensitive to your period of time as a non-resident of your home country and we fit solutions to a sensible timescale which does not over-commit you unnecessarily.
- Performance – We tailor solutions which can be reasonably expected to achieve returns which are commensurate with your attitude to risk. We regularly monitor the performance of your portfolio and suggest any adjustments which may be necessary along the way to ensure that your objectives can be met.
- Currency – A crucial factor in a successful portfolio is the use of currencies but we focus on your ‘base’ currency to ensure that you will not be exposed to currency fluctuations in advance of you returning to your home country.
- Nationality & Domicile – Last but not least, we must consider your nationality and your country of origin and any implications there may be when recommending certain investment vehicles.
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