What are our latest offerings? It is a question I get asked all the time, so I have created this page, which will be updated regularly.
Table of Contents
Our primary service is, and will always remain, lump sum and monthly investments for expats and high-net-worth individuals.
Within that, there are several different options, including downside-protected investments, whereby you have the opportunity to earn money even if the markets are down.
Each option is tailored to your personal needs and circumstances, and includes financial planning guidance. Our core service will never change.
The only thing which will be tweaked will be offering new investments, within the portfolio, to our clients, when an opportunity is seen in the market.
Our primary service is complemented by the following side services.
Improving existing investments.
Many people have investments they aren’t happy with. These could be self-managed or advisor-led investments.
If you are in this situation, I can review and improve existing investments, provided the account value is above a certain threshold.
Click here to apply for that service.
Fixed-return, A-rated bond, paying 8.1% per year.
For a minimum $100,000 investment, we have access to an A-rated bond coming from the UK. The bond pays 8.1% per year, and is secured against the collateral of the company in question.
Fixed-return investments coming from the UK
We currently have access to a two-year investment offering, coming from the UK. Linked to property developments, this option pays 10% per year or 24% after two years. Many of the developments are big enough to attract the likes of Costa Coffee, Lidl, Starbucks and Mcdonald’s.
Plenty of the developments are linked to roadside retail-like in the picture above, residential and various commercial projects.
US and American-expat investment services
It isn’t easy to be an American expat and get access to quality investments, without a lot of hassle. This is especially the case after FATCA.
I have partnered with a US SEC-regulated firm, that can help expats and local American residents alike with 401s, portfolio investing and much else.
In a world of zero per cent interest rates, people are looking for alternatives. Private equity is a high-risk asset, which can fall to zero or give incredible returns.
We have sourced projects ranging from the healthcare through to the hospitality sector.
Getting an expat, or non-resident mortgage isn’t easy. We have sourced several players in the market who can open up doors to UK, German and some other property markets.
Second residency and citizenship, including EU residency and citizenship
Are you looking to gain access to an EU passport, or perhaps offshore yourself to a low-tax jurisdiction?
Foreign exchange, especially for the Chinese market.
It isn’t easy to get money out of China, and a few other countries. We have sourced some foreign exchange experts who can help with the process.
Expat health and life insurance isn’t interesting for most people but is often a necessary evil.
Our investment clients are also able to claim discounts on insurers we have sourced, meaning saved money compared to the stated online price.
For all existing investment clients, we can help source bank accounts. This service is particularly useful for people based in certain “high-risk” jurisdictions.
Pained by financial indecision? Want to invest with Adam?
Adam is an internationally recognised author on financial matters, with over 438.5 million answers views on Quora.com and a widely sold book on Amazon