A local accent

We understand your jurisdiction

Our investment teams are used to managing portfolios for expatriate and international clients. We know that different rules apply to different jurisdictions and understand that this can affect clients’ investment options.

Investments that are subject to regulatory restrictions are flagged automatically by our risk management systems, so you can be confident that the investments we select will not create problems in the future.

Our dialogue with our regulators ensures we know about rule changes on the horizon. This enables us to anticipate the impact on clients’ portfolios and take appropriate action to keep them on track. 

Movements in exchange rates are another aspect of the complex risk environment for expatriate and international investors. As investment professionals, we have the knowledge and the tools required to protect clients’ money.