The high net worth life is often an international affair, and conducting business in several countries sometimes necessitates putting down roots in countries other than the one you were born in.
Many countries see an influx of well heeled investors or retirees as a positive influence on national life, and set up office to point the way towards the correct forms and government departments. Some make it more difficult but still allow it, which is where agencies who know the form come in, to smooth the way and clear up an points of jargon-heavy bureaucracy.
Whichever it is, the Spear’s index of citizenship by investment and global mobility can find the right person to help. From securing a passport to finding the perfect house or school in your target country, these people will be able to help you achieve your goals.
Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.
To explore all the Spear's indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear's 500 website.
To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.
Content from our partners
If you are an adviser featured in index and would like to update your profile or provide additional information, please email ian.douglas@spearswms.com
