Latest news with #ChaseBuchanan
Associated Press
30-05-2025
- Business
- Associated Press
Chase Buchanan Wealth Management Achieves Status as the Only Global Expat-Focused CII International Professional Partner
05/30/2025, Paphos 8035 // PRODIGY: Feature Story // Chase Buchanan Wealth Management, a leading global wealth management and financial advisory provider, has unveiled its latest achievement. It has successfully applied to become an International Professional Partner Firm of the Chartered Insurance Institute (CII), the professional body concentrating on the insurance and financial planning sectors. Being recognised through the voluntary application process demonstrates the company's dedication to upholding the highest professional standards. Partner firms prove their alignment with the CII Code of Ethics, demonstrate their investments in workforce professional development and showcase efforts to establish best practices in the profession. The Significance of Chase Buchanan's Achievement as a CII International Professional Partner Firm Chase Buchanan has become the singular organisation operating in the private wealth management space and providing dedicated support services for international expatriates across Europe to hold CII International Professional Partner Firm membership. This positions the already established company as a provider of choice both for financial advisory clients and the professional tax, finance and investment specialists working throughout its offices. Partner firms adhere to three core CII principles, including commitments to: While Chase Buchanan has long advocated for ethics-focused advice and has published numerous guides offering education about the reasons expatriates should always source support from properly accredited and regulated financial advisers, working as a CII partner cements its position. Why CII International Professional Partner Status Ties Into Chase Buchanan's Objectives The international company has earned a reputation for personalised, bespoke, and reliable advice and for the breadth of its services. These span financial and succession planning, investment advisory, and wealth management expertise, and mean the partnership status perfectly fits into the group's framework. As the newest company permitted to use the IPPF designation and display the CII International Professional Partner Firm logo, Chase Buchanan joins a number of well-regarded financial services and insurance providers. Still, it is uniquely the only wealth management firm in Europe solely focused on providing professional support for expatriates. Lee Eldridge, Group CEO and Head of Investment Advisory at Chase Buchanan, says, 'We have always provided first-class services and access to the finest advisory support across all our international teams, ensuring that expatriates and global investors make informed and confident decisions based on the parameters that matter most to them. CII International Professional Partner Firm status fits into this seamlessly and represents the way we have worked over the years to establish long-standing, trusted relationships with our clients. Individuals and families depend on our advisers and wealth managers to provide exceptional professional support while keeping a keen eye on the best ways to protect their wealth for future generations. Working with the CII to become a recognised partner is the latest step in our development, and something we are proud to hold as a global wealth management firm, with an overarching aim to always deliver reliable, impartial advice. This is also a great opportunity to acknowledge our outstanding advisers, who hold exceptionally high qualifications and accreditations, and who embody the Chase Buchanan spirit of accessible, jargon-free, and friendly communications without the complexities that can make financial decision-making seem harder to navigate.' The Background of Chase Buchanan Wealth Management Chase Buchanan's motto is 'trusted advice made simple,' which is borne out by the many positive testimonials published by clients. They value the transparency around fees and commissions, the personalisation of recommendation reports, and the assurance that the wealth management firm is entirely independent. Chase Buchanan is a privately owned organisation committed to independent ownership to avoid prevalent issues around limited advice or product offerings. It offers unbiased advice from professionals qualified to an elevated standard and supported by a team of Chartered Tax Advisers and a specialist Tax Barrister. To date, the company has nine international offices supported by a UK Administration Centre. It has invested significantly in expanding capacity to meet the continually higher demand for professional advisory assistance for expatriates and businesses with assets and interests across borders. Read more about Chase Buchanan- Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape About Chase Buchanan Private Wealth Management Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA. All investments carry risk, including the potential loss of capital. You should carefully consider whether investing is suitable for you, taking into account your personal circumstances, financial situation, and risk tolerance. Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15. Media Contact: Chase Buchanan Ltd +357 2501 0455
Yahoo
30-05-2025
- Business
- Yahoo
Chase Buchanan Wealth Management Achieves Status as the Only Global Expat-Focused CII International Professional Partner
Chase Buchanan Wealth Management becomes the only global expat-focused wealth management firm recognised as a CII International Professional Partner Chase Buchanan Wealth Management Achieves Status as the Only Global Expat-Focused CII International Professional Partner Paphos 8035, May 30, 2025 (GLOBE NEWSWIRE) -- Chase Buchanan Wealth Management Achieves Status as the Only Global Expat-Focused CII International Professional Partner Chase Buchanan Wealth Management, a leading global wealth management and financial advisory provider, has unveiled its latest achievement. It has successfully applied to become an International Professional Partner Firm of the Chartered Insurance Institute (CII), the professional body concentrating on the insurance and financial planning sectors. Being recognised through the voluntary application process demonstrates the company's dedication to upholding the highest professional standards. Partner firms prove their alignment with the CII Code of Ethics, demonstrate their investments in workforce professional development and showcase efforts to establish best practices in the profession. The Significance of Chase Buchanan's Achievement as a CII International Professional Partner Firm Chase Buchanan has become the singular organisation operating in the private wealth management space and providing dedicated support services for international expatriates across Europe to hold CII International Professional Partner Firm membership. This positions the already established company as a provider of choice both for financial advisory clients and the professional tax, finance and investment specialists working throughout its offices. Partner firms adhere to three core CII principles, including commitments to: Continue working to augment faith in the financial planning and insurance sectors by adhering to the CII Code of Ethics and always acting in the best interests of their clients. Investing in workforces and colleagues by providing funding for ongoing training programmes and support with professional development. Actively promoting the value and importance of professional qualifications, maintaining optimal levels of professional expertise, and continuing with professional development initiatives through the Chartered Insurance Institute or other affiliated and suitably accredited providers. While Chase Buchanan has long advocated for ethics-focused advice and has published numerous guides offering education about the reasons expatriates should always source support from properly accredited and regulated financial advisers, working as a CII partner cements its position. Why CII International Professional Partner Status Ties Into Chase Buchanan's Objectives The international company has earned a reputation for personalised, bespoke, and reliable advice and for the breadth of its services. These span financial and succession planning, investment advisory, and wealth management expertise, and mean the partnership status perfectly fits into the group's framework. As the newest company permitted to use the IPPF designation and display the CII International Professional Partner Firm logo, Chase Buchanan joins a number of well-regarded financial services and insurance providers. Still, it is uniquely the only wealth management firm in Europe solely focused on providing professional support for expatriates. Lee Eldridge, Group CEO and Head of Investment Advisory at Chase Buchanan, says, 'We have always provided first-class services and access to the finest advisory support across all our international teams, ensuring that expatriates and global investors make informed and confident decisions based on the parameters that matter most to them. CII International Professional Partner Firm status fits into this seamlessly and represents the way we have worked over the years to establish long-standing, trusted relationships with our clients. Individuals and families depend on our advisers and wealth managers to provide exceptional professional support while keeping a keen eye on the best ways to protect their wealth for future generations. Working with the CII to become a recognised partner is the latest step in our development, and something we are proud to hold as a global wealth management firm, with an overarching aim to always deliver reliable, impartial advice. This is also a great opportunity to acknowledge our outstanding advisers, who hold exceptionally high qualifications and accreditations, and who embody the Chase Buchanan spirit of accessible, jargon-free, and friendly communications without the complexities that can make financial decision-making seem harder to navigate.' The Background of Chase Buchanan Wealth Management Chase Buchanan's motto is 'trusted advice made simple,' which is borne out by the many positive testimonials published by clients. They value the transparency around fees and commissions, the personalisation of recommendation reports, and the assurance that the wealth management firm is entirely independent. Chase Buchanan is a privately owned organisation committed to independent ownership to avoid prevalent issues around limited advice or product offerings. It offers unbiased advice from professionals qualified to an elevated standard and supported by a team of Chartered Tax Advisers and a specialist Tax Barrister. To date, the company has nine international offices supported by a UK Administration Centre. It has invested significantly in expanding capacity to meet the continually higher demand for professional advisory assistance for expatriates and businesses with assets and interests across borders. - Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic LandscapeChase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA. All investments carry risk, including the potential loss of capital. You should carefully consider whether investing is suitable for you, taking into account your personal circumstances, financial situation, and risk tolerance. Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15. Media Contact: Chase Buchanan Ltd+357 2501 0455Attachment Chase Buchanan Wealth Management Achieves Status as the Only Global Expat-Focused CII International Professional PartnerSign in to access your portfolio
Associated Press
01-05-2025
- Business
- Associated Press
Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape
05/01/2025, Paphos 8035 // PRODIGY: Feature Story // Chase Buchanan Wealth Management, a highly respected international network of financial advisers, tax specialists, and experts in cross-border financial management, has commented on the challenges and opportunities in the year ahead following months of uncertainty and upheaval. The company, which emphasises the value of independent, fully personalised wealth management, offers a comprehensive range of services for clients across its offices, which are located throughout Europe and North America and supported by a UK Administration Centre. The Impacts of Tax Reforms and Regulatory Changes on Expatriates After months of rapidly changing inflation levels and interest rates, global tariffs, conflicts, and political change, 2025 presents a unique picture for wealth management professionals. One of the biggest impacts expected by the Chase Buchanan team includes steep demand for cross-border tax advice. Lee Eldridge, Group CEO and Head of Investment Advisory at Chase Buchanan, says, 'Risk is always an inherent part of tax and investment management, but we've seen sustained and consistent increases in enquiries and contact from clients – including families, retirees, investors and business owners – who can see that evolving reforms, tax levies and trade agreements between countries could have a direct effect on their finances. Across the Chase Buchanan group, we have recorded significant increases in the need for specialist, up-to-date tax advice, especially among affluent retirees who have seen sudden and often dramatic changes to UK and overseas tax legislation that have an immediate impact on their plans and finances. Issues like the expansion of the scope of the UK's Overseas Transfer Tax, the closure or restrictions on several high-demand golden visa programmes, and reforms to the domiciliary and residency rules that establish the tax profile of British expats have also meant that long-standing plans may now be less stable, viable or tax-efficient.' Projections and Forecasts for the 2025 Economic Outlook While the picture is constantly shifting, the latest predictions from the International Monetary Fund (IMF) show that global growth is projected to remain at 3.3% during 2025 and 2026, below the average growth rate of 3.7% - but still a positive growth projection. Inflation is also expected to fall to 4.2% globally this year and further to 3.5% in 2026. Inflation levels are thought to be likely to be reduced back to target rates in advanced economies before emerging and developing markets follow suit. Eldridge says, ' Given the amount of uncertainty that remains, many investors are adopting a risk-averse and cautious approach. The announcements in the Spring Update here in the UK and the fresh rounds of trade tariffs announced by the US reflect this core need for agility, with many economists anticipating that additional tariffs could dampen growth in Europe, but with cautious forecasts that point toward a US economy that outperforms expectations. Inflation decline is certainly a positive, and with more central banks expected to reverse monetary policies back to previous levels, this could pave the way for more stable financial conditions and greater investment confidence. That said, the landscape is in flux, and diligent, thorough risk appraisals and portfolio reviews are key.' Guidance for Expatriates in Managing Tax and Wealth in the 2025 Economy Most prospective expatriates are well informed about the key changes affecting individual and business tax profiles in the UK, including reforms to the rules for foreign nationals, the removal of the non-dom tax status, changes in taxation levied across international pension transfers, and reforms to the way overseas expatriates are assessed as liable for UK taxes. The picture can be just as changeable in overseas countries, with many juggling the need to catalyse growth and investment following a period of record-high inflation, but with political and economic pressures that mean further tax changes are possible. Eldridge adds, ' Our advice for expatriates who are relocating, either because of budget changes or as part of their long-term plans, is to consult a tax specialist and wealth management team with accurate and relevant knowledge of the tax regimes and regulations both in the UK and in their intended place of residence. Making informed, careful decisions with the professional support of a highly experienced team of advisers can avoid issues, optimise your portfolio and income, and ensure that your financial position remains well-controlled.' Read more about Chase Buchanan- Chase Buchanan Wealth Management Reviews the Impacts of 2024 on International Expatriate Clients About Chase Buchanan Private Wealth Management Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA. All investments carry risk, including the potential loss of capital. You should carefully consider whether investing is suitable for you, taking into account your personal circumstances, financial situation, and risk tolerance. Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15. Media Contact: Chase Buchanan Ltd +357 2501 0455
