Best books for beginning investors
If you are just starting your acquaintance with the stock market and feel a strong need for literature that will help you take your first steps, you are in…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
United Nations Federal Credit Union Review part 2 – how to open an account.
Learn how to open an account with United Nations Federal Credit Union. You can see part 1 of the series here. How to open an UNFCU account You must join UN…
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United Nations Federal Credit Union Review part 1
My experience helping UN staff has taught me that UNFCU is good for banking, but not for investments. However, my staff have summarised some of the other p…
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Business Wire Feature – announcement on ESG Push
It was good to announce our ESG push on Business Wire. You can see the full article here. Previous media comments can be found on Business Insider (Interna…
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HOW TO SET UP A HOLDING ACCOUNT IN HONG KONG PART 2- WHAT DOCUMENTS ARE NEEDED?
(you can see part one here) Prepare incorporation documents. These documents are the constituent documents of the company, including its Articles of Associ…
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How to set up a holding account in Hong Kong – part 1
How to set up a holding account in Hong Kong – that will be the title of this article. Nothing written here should be considered as any form of financial a…
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Expat Financial Advisor Bahamas
Expat financial advisor in the Bahamas – that will be the title of this article. I will compare some of the options available locally, alongside more porta…
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The Berkeley Group Review – a good option?
The Berkeley Group Review 2021 – that will be the title of this article. Explore whether The Berkeley Group is a good option compared to St. James’s Place.…
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How to setup a holding company in the UK?
The government of Boris Johnson promises to make the UK even more competitive and tax attractive. The transition period was over on December 31, 2020, and …
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Investment options for Italian expats living overseas
I will compare some of the local, and international options for expats. For any questions, or if you are looking to invest as an expat in a portable and se…
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