Wealth Management Firm Chase Buchanan Reflects Back On Positive Year in 2022

Chase Buchanan Wealth Management, the international expat financial advisory service firm, has reported that while 2022 delivered a diverse range of global challenges, it has been a successful period of growth and expansion for the wealth management company.

The international economic climate has been swiftly changing, increasing the importance of wealth management and tax advice for tens of thousands of expatriates living overseas as foreign nationals – and emphasising the value that professional financial planning can have.

Expat Wealth Management Firm Expands

With existing offices and hubs across Europe and North America, Chase Buchanan launched four additional locations during the year, adding to its accomplished network of skilled financial advisers with insights into local tax regimes and other relevant factors, such as dual-tax treaties.

The new wealth management office locations this year included:

• New local offices in Malta and Belgium

• A second office in Spain, based in Javea, to complement the reach of wealth management services available through the Marbella office.

• A local office in Tenerife, broadens access to reliable financial guidance from professionals well-versed in the variances between financial regulations and taxation for expats in the Canary Islands and mainland Spain.

These additions to the Chase Buchanan network bring the total number of physical locations to ten, including offices in Cyprus, Portugal, the USA, and Canada. Each international office is supported locally and by the separate Administration Centre in the UK.

Expansions of existing personnel in 2022 mean the worldwide team has now increased its Private Wealth Managers by 16% and another 40% for its International Tax Consultants, providing in-house taxation support services exclusive to Chase Buchanan clients.

All advisers are qualified to progressive UK Dip PFA or European standards, including CySEC Advanced, Level 6 or 7…