Our Services

We provide a wide range of solutions, including: personal share portfolios, international bank and savings accounts, investment research as well as family financial planning


Individual Services


Model portfolios

For every portfolio we design and manage for a client we have a proven return history via our model portfolio service


Financial Planning

Detailed financial planning reviews and analyses, where we ascertain an individual’s current financial position and future objectives.

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US Tax service

We assist US clients abroad with remaining FATCA compliant along with US-based saving and investment solutions.


Private Health Insurance

Our insurance division assists individual and family clients with purchasing local & international health insurance plans that fit their budgets


Managed Accounts

The most cost-effective, flexible and simple way to build a global investment portfolio to finance your retirement or pass on to the next generation.


International Bank Accounts

We assist with opening international bank accounts through our network of global banks.


Invoice Financing/P2P Investing

An alternative investment option that provides an investor the opportunity to realize returns which are not correlated to traditional financial markets


Real Estate

We assist clients with purchasing real estate throughout Europe, the US and Australasia

In an environment where ethical & professional standards are largely lacking, we are proud that we have built an incredibly competent team of individuals, with expertize ranging from: investment research & analysis, tax advisory & international estate structuring. The combination of our in-house expertise, along with our international institutional partnerships, lay the foundations for client solutions that are ultimately cost-effective, transparent and will shape the industry in EM Asia over the long-term.
Sven Roering Investment
Sven Roering
Managing Partner