Financial advice for expats

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Financial advice for expats

Are you an expat living in Germany looking for truly independent financial advice?

You have come to the right place.

Why me & what makes me different from the other 99 %

I am one of the very few fee-only financial advisors in Germany. 99% of financial advisors in Germany are commission-based. The commissions built into financial products, for example life insurance policies or managed funds, are often high and reduce your investment returns significantly. Quite frequently there are hidden costs as well. I do not accept any commissions. There are no hidden costs or fees.

I have over 20 years of investing experience. Before establishing my independent financial advisory firm I spent 16 years working for global investment banks in London and Singapore. Most recently I was a Managing Director at Barclays Investment Bank Singapore running the Portfolio Management team for the Asia Pacific region.

I focus on only two areas:

  • Liquid investment, i. e. shares, bonds and ETFs
  • Real estate investments

I advise throughout Germany via Teams or Zoom.

What qualifications do I have?

I am one of approximately only 100 so-called „Unabhängiger Honorar-Anlageberater“ in all of Germany. Hence I am allowed to give advice on shares, bonds, managed funds and ETFs.

About you

My clients are mostly entrepreneurs and senior executives.

Next steps

Do you want to find out how I may be able to help you? Just book your free exploratory 30-minute call with me.

Schedule a call

Do we sound like the right firm to help you with your finances?

If so, we should get to know a little more about each other.

Just pick an available date and time for your introductory conversation.

This casual conversation is a chance for us to get a better sense of your situation and needs, so we can suggest ways we can help.

The introductory meeting is free of charge and will be held as a video conference. This way we can share important information with you.

We look forward to speaking with you soon!