Providing Financial Advice for Expats Globally
Forth Capital is a privately owned investment boutique, providing top-tier, professional and transparent financial advice to expatriates around the world.
Forth Capital is able to recommend the very best investment instruments from the world’s leading banks, fund managers and investment houses. Unlike many of our competitors, we do not market our own in-house products in favour of tailoring the best-in-market products to suit your circumstances. This approach enables us to provide only the finest instruments for our clients’ needs, and to tailor investment solutions to the individual financial goals of each client.
At Forth Capital, we are expatriates ourselves, so we understand your requirements better than anyone. Our financial and tax advisers are UK-qualified and we conduct all meetings in the English language, while ensuring that all documentation and correspondence is also in English. We are dedicated to servicing our clients’ best interests and are arguably the leading company of our type offering wealth management solutions to the international investor.
If you have a specific enquiry, or if you’d like somebody from Forth Capital to contact you for a discussion about your own needs, please click on the green speech bubble icon on the right-hand side of the screen and complete the online form.
Specialist Advice for British Expats
We are specialist expat financial advisers and as such we can offer expatriates tax-efficient pension and investment solutions that are tailored to work across borders, offering a fully portable portfolio.
At Forth Capital, we ensure that our in-house expertise is then matched by that of our chosen partners. We work with exclusive and regulated financial products from leading international providers who understand the British expat market and have a deep history of serving that market.
Understanding your financial position is essential so we can provide quality advice. Thus, your consultant will conduct a detailed review and analysis of your current needs and objectives, as well as your attitude towards risk, liquidity requirements and time horizons.
Forth Capital (Genève) Sàrl is a fully authorized asset manager, regulated under Swiss law by OAR-G self-regulation body in Geneva and authorised by FINMA as an insurance intermediary.
Forth Capital (Europe) Limited is regulated for compliance purposes by the Central Bank of Ireland as an insurance intermediary registered under the European Communities (Insurance Mediation) Regulations, 2005 under Regulatory Number C133357 and is currently authorised to provide advice in Ireland and passported to provide advice throughout the EU.
Forth Capital Advisers Limited is a company authorised and regulated by the Financial Conduct Authority under FCA Number 811535 and is passported to provide advice throughout the EU.
Forth Capital (Australia) Pty Ltd with ABN 38 627 432 875 is a corporate authorised representative (“CAR”) of Shartru Wealth Management operating in Australia under AFSL: 422409.
Forth Capital is also a member of the Hong Kong Confederation of Insurance Brokers (HKCIB) and our tax advisers are fully qualified members of the Chartered Institute of Taxation (CIOT).
A career with Forth Capital will give you the opportunity to not only manage the wealth of top executives, professionals and entrepreneurs but also a platform to achieve your own financial goals. Forth Capital is an employer committed to attracting the very best, talented, motivated and qualified people in our business.
As an adviser, Forth Capital relies on the expertise, reliability and ultimately the performance of our partners. We only introduce our clients to the very best in wealth management and related fields, such as legal, tax and estate planning through the use of trusts, foundations and offshore companies.
Our Commitment to You
We will provide you with the very best private banking services or tailored offshore investment structures to meet your individual needs. We understand that our clients are individuals with different needs, aims and ambitions and we look forward to building and maintaining a long-term relationship with you.