Investment Management for Global Expatriates
Access robust, reliable & regulated investment solutions, tailored to your needs
Personalised, award-winning investment advice
Investment Management for
Expatriates face a unique set of investment challenges and opportunities resulting from their international lifestyles. At the Michele Carby Practice, we help our clients tailor their investment portfolio to meet their investment goals.
Our investment philosophy is not to attempt to outsmart the markets but to stay in sync with them. In practice, this means shadowing the market in terms of risk at any given time but looking for the additional value available by applying a blend of active management, detailed market analysis and knowledge. This strategy has been historically successful in providing our savers and investors with above market returns that stay within their risk parameters.
We offer a full range of investment options and strategies from regulated funds with a proven track record.
Our Investment Management Services
Tailored to your needs
Invest a financial windfall, bonus or inheritance
Long term plans to secure your financial future
Tailored plans to provide regular income
Monthly plans to incrementally grow your financial assets
A complete range of risk adjusted options from capital preservation to maximum growth
Ensuring your portfolio’s performance stays on track
Financial Planning Webinars
Make better informed financial decisions
Golden Visas & Second Passports
Global mobility opportunities for
August 18 – 4pm UAE, 2pm South Africa, 1pm UK
This webinar will explain how residency and citizenship by investment (RCBI) programmes work and introduce the latest and best opportunities currently available worldwide.
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