{"id":61322,"date":"2023-06-05T05:59:49","date_gmt":"2023-06-05T05:59:49","guid":{"rendered":"https:\/\/adamfayed.com\/?p=61322"},"modified":"2023-08-02T04:31:37","modified_gmt":"2023-08-02T04:31:37","slug":"recent-client-case-studies","status":"publish","type":"post","link":"https:\/\/adamfayed.com\/it\/uncategorized\/recent-client-case-studies\/","title":{"rendered":"Casi di studio recenti di clienti"},"content":{"rendered":"

In this article I will look at some recent client case studies, and show how we, alongside our partners, have helped our clients.<\/p>\n\n\n\n

Struggling to get money out of China <\/strong><\/h2>\n\n\n\n

One of our expat clients is married to a Chinese national, who has been struggling to get money out of China for years.<\/p>\n\n\n\n

They were also interested in investing and getting a good return on their capital.<\/p>\n\n\n\n

Working with a trusted currency company conversation company, we got the money out of China at an excellent conversion rate.<\/p>\n\n\n\n

Then the capital was put into an investment solution, where we were able to offer a discount on the typical price for getting in.<\/p>\n\n\n\n

Desiring low-risk investments <\/strong><\/h2>\n\n\n\n

One of our expat clients in the Middle East was fed up with low bank interest rates, and wanted a low-risk, fixed-return, investment.<\/p>\n\n\n\n

Working together with a partner in Switzerland, we were able to offer him a 7.6% yearly return on his money, on an instrument issued by Goldman Sachs.<\/p>\n\n\n\n

By pooling together several clients money for a larger trade, the rates on offer were higher. <\/p>\n\n\n\n

Struggling with existing banking and investment providers<\/strong><\/h2>\n\n\n\n

A client living in South East Asia, originally from the UK, was unhappy with his existing private bank. <\/p>\n\n\n\n

I explained that bank accounts aren’t our primary service, but that we do help existing investment clients if requested.<\/p>\n\n\n\n

He was happy with that, as he also had some money aside. We invested his money with a European investment provider into medium-risk investments, and introduced him to banks that offer business accounts.<\/p>\n\n\n\n

He also held investments, which he wasn’t happy with, that we are currently optimizing. We have managed to reduce the cost of these investments, and switched into funds with a better long-term track record.<\/p>\n\n\n\n

Looking for ways to reduce UK inheritance tax <\/strong><\/h2>\n\n\n\n

Some of our wealthier clients are also looking to preserving wealth, rather than just accumulate it. <\/p>\n\n\n\n

One of our clients from the UK is, rightly, worried about UK inheritance tax, considering it can apply to expats living overseas as well.<\/p>\n\n\n\n

We are currently working on tax optimization and liquidity solutions, including having life insurance held in trusts. <\/p>\n\n\n\n

He is also looking to change his residency, so we are assisting him with finding good seconda residenza<\/a> programs, together with our second residency and citizenship partners.<\/p>\n\n\n\n

Looking for case studies produced directly by my clients? Below are three:<\/p>\n\n\n\n

    \n
  1.  Graham, a UK expat in South East Asia, shares his experience. <\/a><\/li>\n\n\n\n
  2. Nikolaos in the UK shares his experience with my financial consulting service on YouTube<\/a>.<\/li>\n\n\n\n
  3. Tom, an American in Germany, has provided an audio recommendation<\/a>.<\/li>\n<\/ol>\n\n\n\n

    Siete afflitti dall'indecisione finanziaria? <\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
    <\/div>\n\n\n\n
    \n
    Diventa mio cliente<\/a><\/div>\n\n\n\n
    Fare il quiz sull'idoneit\u00e0 del cliente<\/a><\/div>\n\n\n\n
    Contatto<\/a><\/div>\n<\/div>\n\n\n\n

    Adam \u00e8 un autore riconosciuto a livello internazionale in materia finanziaria con oltre 830 milioni di visualizzazioni di risposte su Quora, un libro molto venduto su Amazon e un contributo su Forbes.<\/strong><\/p>","protected":false},"excerpt":{"rendered":"

    Casi di studio recenti di clienti <\/p>","protected":false},"author":1,"featured_media":64357,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_10166176115445471_100883565069113":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[],"tags":[],"class_list":["post-61322","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/posts\/61322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/comments?post=61322"}],"version-history":[{"count":0,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/posts\/61322\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/media\/64357"}],"wp:attachment":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/media?parent=61322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/categories?post=61322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/tags?post=61322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}