At IWG we understand the issues faced by international professionals because our advisors have many years of international experience themselves. Our founders have specialized in investment management and financial planning for international professionals since 2002.
As most of our advisers are bi-lingual Europeans who have worked in many European countries, we bring a unique financial planning and investment management service to European residents. We can take advantage of global investment opportunities and offer investment accounts in multi-currencies. Many of our clients require a financial plan that considers relocation in retirement and we can offer the support needed to navigate the retirement and taxation issues in another country.
At IWG we understand the issues faced by the International professional working abroad on a very personal level. Our advisors and founders have many years of international experience themselves with specialized knowledge in investment management and financial planning. Our global network of financial planners and our network of cross-border specialists in complementary financial fields such as taxation, insurance, banking, and estate planning, can offer comprehensive cross-border financial services to our clients.
The financial issues faced by American expatriates differ from those of US residents in certain very important respects. Investment account management, taxation, estate planning, currency transfers and hedging, as well as global investment diversification are important considerations for US citizens living abroad. Of further concern, especially for US taxpayers living abroad, is the increasing complexity of regulations that limit access to various investment products and accounts.
Investment account management
We offer a full suite of investment management services to US citizens living abroad and non-US residents with US investment accounts.
Most financial advisors focus on investment markets in the region in which they are located, allocating only a small percentage to international investments thus exposing clients to potentially unfavorable currency fluctuations. We take advantage of global investment opportunities and our investment accounts are multi-currency.
The financial issues faced by British professionals working abroad have become a little more complex with the anticipation of Brexit. We have a large base of British clients who live abroad who hold assets at home and abroad. We advise our clients across a wide range of issues including investment account management, taxation, estate planning, currency transfers and protection. Of further concern, especially for the British living abroad, is the potential of increasing complexity of regulations around pensions, pension transfers and retirement planning.
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