An international network of accomplished financial advisers, tax planners, and private wealth managers specialising in supporting global expatriates, Chase Buchanan Wealth Management, has reported outstanding success in 2024 thus far, following an extended period of expansion in key countries and jurisdictions.
Over recent years, Chase Buchanan has worked strategically to meet growing and sustained demand for private, regulated and dependable financial support, with an extended management and operations team steering the company forward.
Evolving Expatriate Wealth Management Services for Today’s Market
While the business has long been a sector leader, basing its advisory services on 'trusted advice, made simple,' this foundational principle has become more relevant in an environment of political and economic changes, rapid taxation and legislative reforms, and shifting priorities and aspirations for expat families, professionals, and investors.
Recent issues that have had significant impacts include:
- Sustained and record-high inflation in many economies and regions.
- The abolition of several of the most popular citizenship or residency by investment schemes.
- Changes to wealth taxation exemptions and tax exposure in key destinations.
- Regulations in European countries to control foreign real estate acquisitions and address housing shortages.
Throughout these and all previous challenges, the Chase Buchanan teams combine on-the-ground knowledge, current and forward-thinking guidance, unparalleled customer relationships and dynamic recommendations to ensure clients are fully informed and make judgements and decisions only when equipped with all the pertinent information.
Insights Into the Success of Chase Buchanan Wealth Management
Lee Eldridge, Group CEO and Head of Investment Advisory, says this positioning has always been key to the firm’s approach. He says, 'As an independent, long-established and private wealth management provider, we don’t sell products, provide short-term advice, or depend on single services like investment portfolio management.
Instead, our client-focused, jargon-free, and specialist guidance is intended to provide expats across Europe and North America with insights, support, and actionable advice, ensuring our clients can trust us to provide recommendations based only on their interests and expectations.
This has been a superb year for all our international teams. We have welcomed new colleagues, including Darren Fletcher, Head of Global Sales, and Jenny Orpin, Marketing Manager, to our management and operations structures to continue our mission to make fully regulated, high-quality financial advice accessible to all expatriates at every stage of their relocation.
Our advisory teams, tax advisers, administrators, and private wealth managers share this ethos. Adding new dedicated facilities in areas like Bordeaux, France, and Tenerife in the Canary Islands has enabled us to bring a wealth of talent, knowledge, and skill to an ever-growing client base.
Each new office, service, or specialism is carefully selected to cater to demand from existing and new clients and to provide the support and guidance most sought after by investors, families, and individuals keen to manage their financial well-being, portfolios, wealth, and tax obligations in any overseas jurisdiction.
The Chase Buchanan group has now branched out into ten separate locations, backed by the capable support of our UK Administration Centre, and continues to deliver the levels of service we are known for.’
The Importance of Reliable, Long-Term Financial Guidance in a Changing Global Economy
Part of the company's sustained growth is attributed to the array of services it offers, ensuring clients can refer to one known point of contact, tapping into expert advice and guidance, whether planning for education fees, structuring retirement assets, setting up an offshore investment fund, or transferring a pension scheme.
Chase Buchanan works with a broad spectrum of clients, including affluent investors, cross-border residents, expatriate business owners, and families relocating for a better quality of life.
Today, all client groups are typically more concerned with the effects of tax reforms and regimes, the changing setting for those applying for overseas tax residency or citizenship status, and how volatility may influence their plans, tax obligations, and long-term prospects.
Alongside personalised assistance to deal with pressing, ongoing, and general financial affairs, Chase Buchanan regularly publishes new and updated guides, publications, and resources covering everything from property markets to taxation laws, visa programmes, and the cost of living.
This depth of information-sharing is one of the many reasons Chase Buchanan has become so well-known in the world of international financial advice.
Offering free downloadable guides and articles across a wide scope of areas adds further value to clients and prospective expatriates who want the best possible support to ensure their wealth, assets, and investments are well-managed and as tax-efficient as possible.
Read more about Chase Buchanan - Chase Buchanan Wealth Management Announces Appointment of New Marketing Manager to Operations Team.
About Chase Buchanan Private Wealth Management
Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15.
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