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Expat Guide

A Guide to Offshore USD Account

There are several advantages to opening an offshore USD account, particularly for people and companies who want to handle their money abroad. Documentation must be

Investment Options

Should you cash out stock options?

Can you cash out stock options? Should you? This post will address three main issues, namely: Financial contracts known as stock options give their holder

Review articles

Allan Gray Offshore Investment Review

In this post, we’ll evaluate Allan Gray offshore investment to aid potential investors in knowing what the opportunity from the South Africa-based investment management company

Review articles

StoneX Platform Review

This post will look into the StoneX platform, from its namesake parent firm, particularly the offerings available, costs, account type and setup, as well as

Expat Guide

Where do most expats retire?

There are many deliberations that come into play for retiring abroad: affordability, quality of life, environment, healthcare options and accessibility, among other things. So, where

Wealth/Asset Management

Offshore Trusts in the Caribbean: A Guide

Affluent individuals and companies looking to safeguard their assets, maximize investments, and trim tax obligations are increasingly using offshore trusts in the Caribbean. These particular arrangements

Review articles

London Richmond Investment Review

In this post, we’ll explore London Richmond investment opportunities. The company provides investments via shares and notes, especially in the real estate industry. In particular,

Review articles

Zephyr X Loan Notes Review

We’ll discuss two Zephyr X loan notes offering in this post: their flexi bond and Cheetam Hill loan note. Zephyr X is a developer of

Review articles

Monetary Metals Review

This Monetary Metals review will give a background on the company, what investment opportunities they offer, advantages and disadvantages, etc. Monetary Metals is a platform

Wealth/Asset Management

What are external asset managers?

This post will define what are external asset managers, what they do, and how they differ from family office and independent asset managers. For better

Pension

What are the criteria for QNUPS?

QNUPS are especially attractive to foreigners and UK citizens who want to handle their retirement assets in a way that minimizes their tax liability. With

Review articles

Own Gold Review

This Own Gold review will look into the products and services of the gold investment firm, how to invest, as well as what the advantages

Review articles

Tokio Marine Products Review

This post will talk about Tokio Marine products. We’ll look into why they might be good for some people but why in most cases not

Review articles

Hansard Global Select Offshore Bond Review

Global Select offshore bond is a single-contribution investment bond from Hansard International that offers major benefits over direct investments in stocks, structured notes, or other

Review articles

Preqin Review

In this Preqin review, we’ll cover: If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you

Review articles

Man AHL Diversified Guernsey Review

This post will explore Man AHL Diversified Guernsey, an investment fund from Man Group. Man AHL focuses on systematic trading methods. With the goal of

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