Knowledge Centre

A UK-focused guide to cross-border wealth management for expats, covering tax residence, investments, pensions, reporting and international financial planning in 2026.

A practical guide to evaluating wealth manager performance using meaningful timeframes, annualised net-of-fee returns, benchmarks, and peer comparison.

This article explains the differences between model portfolios and bespoke advice, highlighting suitability, limitations, hybrid approaches, and the importance of clarity in wealth management.

Staying loyal to one wealth manager can quietly erode value through portfolio drift, rising fees, diluted service, and missed opportunities.