Shaping The Future of Investing.
In today's complicated financial landscape, cross-border issues have been a thorn in the side of many an expat's dream of moving abroad.
With several nationalities including American Expats in different countries across the continent, we are intimately familiar with cross-jurisdictional financial planning.
With over a decade since being founded in 2011 in Brussels, Belgium, the firm has since moved to London to continue to attract budding talent and remain at the heart of the financial district. The firm was founded by Brian Dunhill and his father, with a focus of servicing US Expats across the globe. We are regulated in the United States, the United Kingdom and Europe and manage the issues facing clients around the globe.
As international financial planners we aim to create an environment of trust, discretion and confidence through offering personalized solutions. The vision of our firm’s strategy is to place importance on integrity in the way we communicate with our clients, and who we consciously invest in to make for a enduring journey.
Through aggregated planning and collaboration we will be in a position to help with every aspect of your finances.
Our vision has always been to provide equal access to investing for US expats living abroad who have long had to play second-tier. Ensuring no matter where you are in your life's journey we have you covered.
Integrity is utmost. We are a fiduciary to you and act in your best interest at all times. Our perspective is to think about your finances and provide outside the box solutions to ensure peace of mind and comfort knowing that your money is hard at work.
Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. Our trusted advisors can help set you on the right path and ensure you stay the course towards your financial freedom.
We understand that not every product or solution is the right fit for every individual. That's why our private wealth division helps cater to HNW individuals, creating bespoke strategies and working alongside you to develop a fully customized approach.
DF-Direct is our low cost, no minimum robo-advisory solution. Perfect for the emerging affluent investor who's just getting started on their financial journey. We cut out the hassle and make things as simple as possible by leveraging technology and our expertise to make sure you're invested in a diversified and US expat compliant portfolio.
We offer financial advisors and institutional corporations access to our US-compliant model portfolio services and a range of other products and services ranging from pensions to investment mandates. We work alongside you to help ensure your clients have the right partner and solution every step of the way.
Our model portfolio solutions (MPS) offer US, European and UK compliant model portfolios for clients in three different currency lines; GBP, EUR and USD. Our offerings can be directly accessed via the Praemium International Platform (part of the Morningstar group) and our other carriers. We also offer bespoke solutions for independent client mandates.
Deep Industry Knowledge
Our firm specializes in dealing with the complications of US expats and cross-border planning. We have key insights into the problems facing US expats, with many of our team actually being comprised of American Expats in similar situations to our clients. So you can rest assured that you're in capable hands with our expertise and guidance.
Years of Experience
Our advisors are experienced in dealing with the issues US expats are facing, after all it's most of what we do. Whether you're looking to just get started on your investment journey or unravelling a complicated web of issues, our team can help you with every step of the way.
Working With You
From making strategic decisions to developing your capabilities, we're here to help. Using our expertise and deep understanding of the financial landscape, you’ll receive tailored solutions and a lasting relationship. Get in touch to book a meeting.