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Our partners
From investment companies and insurers to offshore banks, we have exclusive arrangements with some of world’s leading global product and service providers.
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Zurich International Life
Zurich International Life is part of Zurich Financial Services – which is more than 130 years old – specialises in covering your insurance, savings and investment needs. You can be sure your money is secure.
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Generali International Ltd
Long-established in the international financial services field, Guernsey-based Generali International specialises in providing a range of powerful and flexible wealth management products to help their customers around the world achieve their financial ambitions.
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Man Investments AG
Man Investments, part of Man Group Plc, is one of the largest alternative asset management companies in the world specialising in capital protected hedge funds.
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Royal Skandia Life Assurance Ltd
A division of Skandia Group (itself owned by Old Mutual plc), Royal Skandia is one of the largest insurance companies on the Isle of Man and is a major force in the offshore market place.
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Royal London 360 Insurance Company Ltd
Royal London 360° is the international division of Royal London Group. Its attractive range of products provide flexible solutions and are supported by experienced servicing teams, effective marketing support and strong technical back up.
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The Sovereign Group
Sovereign covers all the major offshore and onshore jurisdictions. Traditionally, its main business has been the setting up and managing offshore and onshore companies and trusts to assist with tax planning and asset protection. Services now include asset management, capital raising, and specialised tax advice.
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William Russell Ltd
William Russell offers exceptional cover to expatriates worldwide for medical and emergency expenses and provides this with the highest standard of service.
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Aviva Ltd
Aviva is the world’s 6th largest insurance group (the biggest in the UK) and a leading provider of Life, Health and Pensions products to markets across Europe.
Its main activities are long term saving, fund management and general insurance.
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Friends Provident International Ltd
Friends Provident International provides competitive life assurance, pensions and investment products for Asia, Middle East, Europe, UK and other selected markets, and is part of the Friends Life group.
Over the past 30 years it has established strong relationships with financial advisers across the world.
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Zetland Fiduciary Group Ltd
Established in 1987 and headquartered in Hong Kong with offices around the world, the Zetland Fiduciary Group is a business consultancy offering personal service and professional advice with total confidentiality.
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Aetna Global Benefits Ltd
Expatriate specialist Aetna International is one of the industry’s largest and most prominent international health benefits providers, supporting more than 400,000 members worldwide. Areas include medical, dental, vision, life, disability and emergency assistance – along with health management services.
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Standard Bank Isle of Man Ltd
Standard Bank Group is South Africa’s largest bank with extensive operations in 17 African countries. Outside the African continent, the Group operations span 13 countries, with a focus on emerging market. Standard Bank customers benefit from a truly global outlook.
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Brunner Lanni & Partner Asset Management AG
Brunner & Lanni Asset Management is an independent private wealth management company based in Lucerne, Switzerland – specialising in investment management.
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InterRetire
Channel Islands-based InterRetire is a personal and employer sponsored retirement benefits trust, available to both individual expatriate executives and their employers.
InterRetire is available for expatriate individuals, employers and groups wishing to provide retirement benefits.
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Fairbairn Private Bank Ltd
Fairbairn operates across the British offshore islands of the Isle of Man and Jersey, as well as its office in the UK and representative offices in South Africa, all having highly respected and reliable regulatory environments.Fairbairn’s immediate parent is Nedbank Limited and its ultimate parent is Old Mutual plc.
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BUPA International
Since starting in the UK in 1947 with just 38,000 members, Bupa has developed into an internationally respected brand. Bupa International was established in 1971 to extend health cover to expatriates around the globe. Since then, its network has expanded to 190 countries and grown membership to over 800,000 people.
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DKV Globality S.A.
DKV Globality, part of Munich Health, is the international health insurer with a special focus on people who study, live or work abroad.
Internationally-operating companies and their expatriate staff – as well as individuals and their families – place their trust in its expertise.
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CKLB Fiduciary Group
Head-quartered in Mauritius with offices in London, Hong Kong and Seychelles, CKLB is an independent financial services firm focusing primarily on the provision of trusts, and corporate and private equity funds services.
If you have goals in life - whatever they may be - we believe that effective financial planning can help you to achieve them. So, although financial planning might not seem very exciting, we are really positive about what we do.
