Investments for Expats

How do you choose your investments when you are an expatriate? Investment Advice can be very worthwhile in the current economic order.  Not the get rich quick type of course, but conservative, steady, reasoned and logical advice. Whether you are seeking to provide money to provide for an education for your children or grandchildren, a world cruise when you retire, a career-break, or simply assure your own long term financial security, it is important to make the right investment choices.

As independent financial planning advisers* we have access to quite literally tens of thousands of investment funds. Funds will cover a wide range of asset classes in the remaining funds.  What is right for you will depend on many factors including your own attitude to risk, what your investment objective is and when you are likely to need the money.

The financial plans we recommend are hels within tax efficient savings and investment insurance policies and can be linked to a range of investment assets, from fixed interest securities and bonds through property, equities from well developed or emerging markets, to specialist and alternative investments.  With this choice we can help you plan realistically and sensibly for your future.

Within the Spectrum IFA Group, we advise expatriates with varying degrees of wealth. Where clients have significant amounts we are able to introduce a wealth management approach.  This can include actively managed strategies undertaken by investment professionals who  often look at wealth preservation first and wealth creation second.  This is the method of investing of some of the world´s richest people.  Indeed, should it be appropriate, you can be investing via the Guinness Family and/or Fleming Family investment teams.

If you wish to discuss an investment approach which is correct for you

* All financial planning advice is provided using and within Insurance contracts that are highly tax efficient in Spain. Investment Management services within the Insurance Contracts are provided by Investment Management Institutions. Spectrum's role is to provide the Insurance Intermediation advice and to assist clients in their choice of Investment Management Institution.