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With offices across Europe and clients globally, our team is ready to advise and support your needs wherever you are.
Arrange a call to discuss how we can support all your financial needs.
US Financial Advice:
Financial advisors with a strong background in expatriate financial advice.
Depending on your requirements we can advise in the US on:
Expat Wealth Management – Across the US States
Chase Buchanan is a full-service wealth management team, delivering investment prowess and future-proof strategies to our clients throughout the US.
With a team of outstanding professionals, each holding the highest accreditations, we work with every client to tailor your portfolio and asset strategy to optimise performance in each market climate.
Working with Chase Buchanan is about more than achieving great returns. It is about having confidence in your decisions, accessing emerging opportunities, planning for the future and having the trust that your assets are working for you in alignment with your aspirations.
As a private firm with an in-house Tax Advisory panel, working with Chase Buchanan means having access to long-term support across every aspect of managing your wealth, assets and investments.
Get in touch with our team today, and see how our US financial advisory team can transform your portfolio. We give you the freedom to make the most of your expat lifestyle, with our team by your side every step of the way.
Private Wealth Managers - USA
Giuseppe Riggi
Private Wealth Manager
Edward Deane
Private Wealth Manager
USA Expat Advice & Events
Americans considering a move to Portugal, we invite you to join our upcoming webinar hosted by Ricardo Jesus from Chase Buchanan with Berkshire Hathaway Home Services, RHJ Group, Moneycorp and Oui Immigration
This webinar will provide you with expert insights and valuable advice on the implications of relocating to Portugal as an American. Book your spot now: https://www.eventbrite.pt/e/advice-for-americans-moving-to-portugal-tickets-637379789107
Book Your Spot
Why is choosing an investment advisor crucial to your portfolio performance?
Wealth management is a craft, delivered with the considered application of professional expertise, personal understanding and market research. Chase Buchanan provides actionable, proactive advice to support your investment goals.
Our international teams combine global opportunities to create a platform from which retirement strategies, wealth management plans and relocation moves can be structured and planned for most effectively.
As a private firm of professionals, our consultants have the freedom to leverage the best opportunities in the markets, recommended in line with an understanding of your risk exposure demands and requirements for liquidity.
When choosing your investment advisor, it is essential to work alongside a reputable team of experts. Chase Buchanan Advisory Services in the United States are offered and provided through Beacon Global Advisor Network, LLC and as such the advice is regulated by the SEC.
With a focus on outstanding personal service, every strategy we recommend is supported by a complete proposal to help you make informed decisions. Our teams also provide regular reporting to ensure you have complete control over your assets at all times.
For a wealth management firm with a personal touch, contact us on +133 2255 6829 today.
We offer services in the US, have offices around Europe, clients globally and a team that can support your needs wherever you are.
Download Guides for UK Expats
View our range of complimentary download guides, created to support your UK expat lifestyle, wherever you live now or plan to in the future.
Expat Tax Guide - Italy
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This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
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With a unique blend of geography, cultures, and an outstanding quality of living, Belgium remains one of the most appealing destinations for families, professionals, and retirees alike.
Expat Tax Guide - Cyprus
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Cyprus is a multi-faceted country, offering one of the finest climates in the Mediterranean as well as multiple employment opportunities, a safe and relaxed culture popular with families, and a peaceful way of life for retirees.
Expat Tax Guide - France
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France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Expat Tax Guide - Portugal
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Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
Expat Tax Guide - Spain
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As more UK nationals look overseas for lucrative work opportunities and a relaxed retirement, Spain remains one of the most popular destinations. The scenery, climate, and pace of life are all compelling reasons to relocate.
Residency Guide - Cyprus
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Hundreds of thousands of British nationals enjoy life overseas, and it is essential to understand how your residency status will affect your tax liabilities over the long term.
Residency Guide - France
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From January 2021, the UK became an independent nation and is no longer part of the EU. British nationals living in France continue to cope with concerns amid much uncertainty about what the future will hold, with prospective expats unclear about what may have changed.
Residency Guide - Portugal
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While the UK has not been part of the EU since early 2021, many expats still feel a great deal of uncertainty about whether the prospect of relocating abroad remains viable and how their residency or tax position may change in the future.
Residency Guide - Spain
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For the millions of UK nationals living, working and studying in Spain, the UK’s departure from the EU in early 2021 gave rise to uncertainty and concern about how their position may change in terms of residency, taxation, and the right to relocate.
Irish Pension Transfers
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Retirement income and pensions are often among the most valuable assets we hold, they can dictate our future lifestyle, our comfort and our enjoyment throughout our retirement years.
International Pension Transfers
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Planning for retirement overseas can be such an exciting time with the opportunities to relax and travel the world, but for many people planning to spend their retirement abroad, understanding the rules and complexities of international pension transfers can be challenging.
Guide to Retiring in the EU
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With around half a million UK nationals retiring in the EU in the post-Brexit world, understanding the security of future pension income, taxation rates, and possibilities for cross border transfers is a crucial requirement.
Expats Guide to Brexit (Q4 2020)
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We have created our FREE downloadable guide – Expats Guide to Brexit – which explains what leaving the EU/EEA means for UK nationals in Europe along with all the essential information you need to know.
Education Fee Planning
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If you are considering different education options for yourself or your children, download our Guide to Private Education Planning to find out how you can manage your finances to ensure you get the education you want.
Health, Income & Life Protection
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While you accumulate your wealth, it's essential to ensure you properly protect it. Your health and life is vital to your earnings potential and the future of your family.
Investment Scams Guide
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In a world where financial fraud and investment scams are rife, every investor needs to understand the potential signs something is not as it should be.
Offshore Investment
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There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.
Retirement Planning
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If you're thinking about your retirement plan, it's likely that you are considering whether a pension is the right thing to invest in.
SIPPs v QROPS
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SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
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Although the 2023 announcements around removing the LTA have been well-publicised, numerous other factors may still be unclear and advice is best sought. Download the latest LTA advice on how the 2023 Lifetime Allowance amendments may affect your retirement plan.
Expat Tax Guide - Malta
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Whether you’re planning your retirement on the beautiful Maltese islands, looking to purchase a property, invest, or relocate permanently to the Mediterranean coastline, protecting your wealth is important.
