Lump Sum Investment & Portfolio Management

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Lump Sum Investment & Portfolio Management from Harrison Brook

Understanding Expat Lump Sum Investments

Fed up with low interest rates from French banks but unsure of the lump sum investment products available?

Many Expats in France use high street banks to build their savings. This may seem like savvy saving, but with interest rates at record lows, once inflation and the rising costs of living are taken into account, the future buying power of these hard-earned savings is in fact hugely depreciating.

With an ever-growing number of professionals opting for a transient lifestyle, the desire to invest in an international or ‘offshore’ manner is becoming a common method for expat lump sum investment and portfolio management.

The key driver for this is that many expatriates want to avoid the situation where they have ‘bits and bobs’ of investments scattered around the world. It is easy lose track of what is invested where and expats are presented with logistical issues when attempting to gain access to, or manage, the investment after they leave that particular place.

Offshore lump sum investment eradicates these issues. Additionally, the tax efficiency of the international investment centres is an ‘extra bonus’ for those individuals who make use of these investment areas.

What Lump Sum Investment options are available?

  • Fund platforms
  • Flexible Lump Sum Investment France vehicles
  • Portfolio bonds (tax efficient)
  • Fixed term deposit accounts
  • Discretionary investment service – collective funds or segregated portfolio
  • Accumulation accounts

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Benefits of a Lump Sum Investment?

  • Choice of any major currency
  • Tax-free growth
  • Can be structured for capital growth, income generation or both (income generation ideal for retired expats)
  • Unlimited choice of assets and funds
  • No initial entry fees on investment funds
  • Access to funds that have been handpicked by investment specialists in model portfolios
  • Optional regular withdrawals (e.g. for regular income)
  • Access to institutional high rate deposit accounts and structured fixed return products

All of our lump sum investment products and portfolio management services are 100% personalised to each and every customer, depending on such criteria as investment term and your attitude to risk. And fully trackable on our online platform.

Customer Reviews

Don't just take our word for it, here's what some of our clients have to say.

I have been using the services of Harrison Brook since couple of years. Up till now they manage my portfolio very well. Normally, I get quarterly update on the developments of it. In cases of the increased volatility of the markets (like situations around Greece or China in 2015) they contacted me,...

I have been using the services of Harrison Brook since couple of years. Up till now they manage my portfolio very well. Normally, I get quarterly update on the developments of it. In cases of the increased volatility of the markets (like situations around Greece or China in 2015) they contacted me, explained the situation and provided good advice on how to proceed.

Lump Sum Investment & Portfolio Management

4 stars -

I've been a client for less than a year, but so far I'm very satisfied. My advisor is knowledgeable and reliable, providing clear portfolio reviews and prompt follow-up to change requests or questions from me.

I've been a client for less than a year, but so far I'm very satisfied. My advisor is knowledgeable and reliable, providing clear portfolio reviews and prompt follow-up to change requests or questions from me.

Lump Sum Investment & Portfolio Management

4 stars -

Ryan and I have a meeting soon after I submitted my request. He understood my queries and provided me with good advice.

Ryan and I have a meeting soon after I submitted my request. He understood my queries and provided me with good advice.

Lump Sum Investment & Portfolio Management

5 stars -

I was very very happy with the Sevice that Harrison Brook provided. I would happily recommend them and their professional and easy to talk to way of business. My investments were explained in a very clear manner and are doing very well.

I was very very happy with the Sevice that Harrison Brook provided. I would happily recommend them and their professional and easy to talk to way of business. My investments were explained in a very clear manner and are doing very well.

Lump Sum Investment & Portfolio Management

5 stars -

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