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Wealth planning and expert investment advice

If you want expert advice on how to grow and protect your wealth, our Wealth Managers will recommend the best investment opportunities for you. Or you can make your own choices from our range of expat products.

Expat investments

We've a wide range of savings and investment opportunities for expats. You can apply for some of our products online - or discuss your options with one of our wealth experts.

Financial planning

Starting your first job abroad? Bringing up a family overseas? Getting ready to retire? Find out how financial planning will help you make the most of your wealth - so you can achieve all your aims and aspirations.

Financial advice

Do you want to save for the future? Protect your family? Make retirement plans? Our wealth experts can help you plan for the future and advise you on how to make the most of your savings.

Experienced investor?

From specific funds to multi-asset portfolios - our non-advised products allow you to make your own investment decisions.

Financial planning tools

Our retirement, protection and education calculators will help you check if your finances are in good shape.

Foreign exchange

Make the most of currency fluctuations with a choice of foreign exchange solutions, or choose a Dual Currency Investment.

Tax planning

Understand your tax obligations both at home and abroad - use our Global Tax Navigator to see how the local tax laws could affect you.

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets. Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

A Dual Currency Investment is a high risk investment which could result in you getting back significantly less than the amount you invested.