Why Brigantia Stands at the Pinnacle of Expat Financial Planning

23rd August 2024
At Brigantia Private Wealth Management, we believe that the services we offer represent the pinnacle of expat financial planning. This belief isn’t born out of arrogance, but from a deep, unwavering commitment to excellence and a relentless pursuit of the best outcomes for our clients.

Our ethos goes far beyond simply offering low fees, which we have detailed in previous blogs. Instead, we focus on a comprehensive, data-driven approach to financial planning that ensures our clients receive not only exceptional value but also unparalleled expertise.
A Foundation of Expertise and Research

Every aspect of our service at Brigantia is underpinned by painstaking research and a robust understanding of financial theory. Our team comprises highly qualified experts with years of experience in international wealth management, and we leverage this expertise to create financial strategies that are both innovative and effective.

We employ cutting-edge financial modelling software that allows us to analyse and project various financial scenarios, helping our clients make informed decisions about their futures. This software is not off-the-shelf; it is tailored to the needs of expatriates, incorporating factors such as currency risk, tax implications, and the unique financial challenges that come with an international lifestyle.
Best-in-Class Wealth Management Providers

Our commitment to excellence extends to the selection of wealth management providers and products. We don’t just choose partners based on reputation alone; we conduct thorough due diligence to ensure that every provider and product we recommend is truly the best in its class. This rigorous selection process gives us—and, by extension, our clients—an edge in the global financial markets.

We specialise in offering access to financial products that are not typically available in the retail market, providing our clients with opportunities that others simply cannot match. These products are often bespoke, designed to meet the specific needs of expatriates and tailored to achieve optimal outcomes in a variety of financial climates.

Bespoke Portfolio Design: A Blend of Active and Passive Strategies

At Brigantia, we understand that no two clients are the same, and neither should their investment portfolios be. We take a bespoke approach to portfolio design, carefully incorporating the latest research into active versus passive investments, portfolio diversification, risk management, and geographic blending.

Our strategies are not static; they evolve with the market, incorporating the most up-to-date data and research to ensure that our clients’ portfolios are always optimally positioned. Whether it’s balancing the benefits of active management with the cost-efficiency of passive investments or blending assets across geographies to mitigate risk, our portfolio designs are at the forefront of modern financial planning.
A Commitment to Trust and Client Outcomes

What truly sets Brigantia apart is our unwavering commitment to great client outcomes and trustworthy advice. We understand that trust is the cornerstone of any successful financial planning relationship, and we work tirelessly to earn and maintain that trust.

Our clients range from young families who have recently embarked on their expatriate journey to established, high-net-worth individuals with complex international lifestyles. Regardless of where they are in their financial journey, our clients know they can rely on Brigantia to provide clear, honest, and expert advice.

The Best Proposition in Expat Wealth Management

We firmly believe that Brigantia offers the best proposition in the expat wealth management market. Our commitment to limiting advice costs means we can deliver this superior service at a far more beneficial cost than our competitors. In truth, we have no competitors—only firms that operate in the same market, but in entirely different ways. This distinction is why so many expatriates choose Brigantia to guide them through their financial lives.

If you’re an expatriate looking for a financial partner who understands your unique needs and is committed to helping you achieve your financial goals, we invite you to explore what Brigantia has to offer. Click the link below to book a free, no-obligation introductory call with one of our UK-qualified expat wealth managers. Let us show you why we believe Brigantia is the pinnacle of expat financial planning.