Chase Buchanan Introduces Two New Private Wealth Managers Within the UK Team

Chase Buchanan Introduces Two New Non-public Wealth Managers Inside the UK Workforce

Paphos, Cyprus, Aug. 04, 2023 (GLOBE NEWSWIRE) —
Chase Buchanan Introduces Two New Private Wealth Managers Within the UK Team

Chase Buchanan Introduces Two New Non-public Wealth Managers Inside the UK Workforce

Within the newest information from the quickly increasing world

wealth administration for expats

supplier, Chase Buchanan has introduced the appointment of two completed Non-public Wealth Managers. Each will likely be primarily based inside the UK workplace, which acts as a help and administrative centre for the 9 different workplaces of the agency positioned all through Europe and North America.

Every wealth supervisor all through the Chase Buchanan community offers long-term personalised help for expatriate shoppers, establishing their monetary targets and goals, crafting methods for max tax effectivity and wealth preservation, and navigating decision- making round areas comparable to pension transfers and property planning.

The Chase Buchanan Worldwide Wealth Administration Community

The 2 most up-to-date additions to the Chase Buchanan staff complement a various and extremely expert collective of consultants in

monetary planning

and recommendation, assisted by authorized and tax specialists, guaranteeing each consumer receives particular steerage and proposals primarily based on their circumstances, tax residency place and ongoing tax obligations.

Purchasers partaking with Chase Buchanan can meet in particular person with native advisers with on-the-ground information about particular tax regimes and expat tax therapies. The function of a wealth supervisor covers the scope of non-public monetary administration help, comparable to:

  • Assembly with shoppers to determine their monetary expectations and modifications to plans comparable to new funding approaches.
  • Ongoing funding administration to make sure portfolios are diversified and according to the people’ danger publicity profile.
  • Offering updates on changes to tax regimes, allowances, inheritance planning components and different related areas of laws.
  • Designing and sustaining monetary methods and portfolios that carry out.

Non-public Wealth Managers work with people and households, conducting periodic opinions to evaluate financial savings, investments, and different property, drawing on expertise in wealth protections and tax effectivity planning to include shoppers’ enterprise pursuits, broader household and different components.

Non-public Wealth Managers at Chase Buchanan UK

The primary of the lately introduced new appointees is John Martins, an skilled wealth supervisor having labored internationally within the Algarve, a member of the Portuguese Order of Economics and with a number of skilled accreditations in evaluation, wealth administration and different areas of monetary administration.

Martins focuses on clear monetary planning and establishing consumer relationships to make sure his providers are bespoke and supply excellent consumer satisfaction. He affords wealth administration experience within the following:

  • Retirement planning
  • Lump sum financial savings
  • Funding planning
  • Training price planning
  • Essential sickness and household safety
  • QROPS and SIPPs pension transfers

Isobel Jones joins Martins on the UK location, a wealth supervisor passionate in regards to the worth of monetary literacy, speaking in a simple method to make sure shoppers make knowledgeable choices about the best methods and actions to generate optimistic outcomes.

Jones has beforehand labored inside banking compliance and private finance and is working in direction of securing Chartered Practitioner standing by means of the CISI. She says, “

Working with Chase Buchanan is a pure development, constructing on a number of years of expertise in wealth administration. The agency’s ethos of price transparency, clear recommendation and personalised help is synonymous with my method, and I’m delighted to work with new shoppers and set up the perfect methods to make sure they obtain their aspirations


Martins echoes the sentiment, saying, “

Offering customised wealth administration recommendation to world shoppers is a privilege, and having moved to the UK from Portugal, I’ve a deep understanding of the complexities of monetary planning for thus many purchasers dwelling abroad or relocating as expatriates. I’m wanting ahead to constructing on the stable repute Chase Buchanan brings and representing the excellence in service the agency is so well-known for


Current Expansions and Developments at Chase Buchanan

The 2 new Non-public Wealth Managers are the newest in a number of thrilling bulletins, from new workplace hubs to extensions to the broader Chase Buchanan staff.

Lee Eldridge, Group CEO, says, “

Chase Buchanan is a long-standing expat monetary advisory and wealth administration supplier, and because the world turns into digitised and world journey extra broadly accessible, we’ve encountered a profound and ongoing trajectory of upward demand.

An increasing number of individuals recognise the intrinsic worth of monetary planning and the way structuring their property and wealth appropriately can present tangible advantages; the place markets are turbulent and economies risky, the significance of regulated, reliable help turns into much more prevalent.

I’m happy to welcome John and Isobel to our UK-based administration centre, and prolong our capability accordingly, and invite any shoppers wishing to satisfy both Non-public Wealth Supervisor to get in contact


Learn extra about Chase Buchanan –

Chase Buchanan Wealth Administration Proclaims Newest Enlargement with a New France Workplace and Workforce of Specialists

About Chase Buchanan Non-public Wealth Administration

Chase Buchanan is a extremely regulated wealth administration firm who specialises in offering world finance options for these with a worldwide way of life. We’re world monetary advisers, supporting expatriates all over the world from our regulated European headquarters, and native workplaces throughout Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA.

Chase Buchanan Ltd is authorised and controlled by the Cyprus Securities and Alternate Fee with CIF Licence 287/15.

Media Contact:

Chase Buchanan Ltd

+357 2501 0455


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Author: ZeroToHero

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