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About Forth Capital

Market Leading Financial Advice for Expats

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.

Our Approach

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.

Regulation

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).

Careers

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.

Investment Partners

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.

About Us

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Useful information

Our Offices

Headquartered in Edinburgh and with offices in Geneva, Sydney, Hong Kong and Dublin, Forth Capital operates across the globe either face-to-face, online or over the phone, providing professional, transparent, financial advice to UK expatriates.

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We are Financial Planners

As expats ourselves, we understand the challenges you face and the journey you’re on. Providing continuity of advice wherever you are in the world, our dual-qualified advisers work closely with our clients to build a detailed understanding of their circumstances and priorities. We then create a clear, effective plan to enable them to achieve financial independence and realise the future they envision for themselves and their family – so they can focus on today, knowing tomorrow is taken care of.

We are Wealth Managers

We help clients to build, manage and preserve their wealth - investing for their future, protecting what’s important to them, and securing their legacy. Combining our investment advisory, estate and inheritance planning expertise with high touch personal service, our international team provide continuity of service and support, wherever you are in the world. Our award winning portfolios are created and managed in partnership with Morningstar, one of the world's largest and most respected asset managers.

We are Pension Specialists

The world of pensions can be complex and the majority of UK pension advisers can't help their clients if they choose to move abroad. Our pension specialists are UK and internationally qualified, to deliver clarity and simplicity for our clients wherever they are in the world, and wherever they ultimately choose to retire.  Our understanding of UK and international pensions enables us to deliver the right solution for our clients - enabling them to enjoy the retirement that they deserve.

Client Testimonials

  • “Choosing a financial advisor was a giant leap for me. I wanted a haven for my hard-earned pension savings and that needed to be with as many guarantees as I could find. After much research and digging around, talking to other Forth Capital clients and even their competition, I was satisfied I had made the right choice with Forth Capital. Seven years later I still am.”

    Mark Johnson - Frankfurt, Germany

  • “Having had numerous organizations and individuals approach me regarding my pension options, I found Forth Capital to be genuinely interested in helping me find the right solution for my individual pension needs.  Everyone on the team at Forth Capital were very professional in supporting me dealing with my existing pension providers, and guided me through every step in the transfer process.  I am delighted with my new pension solution that combined a number of my existing pensions into a SIPP.  This solution now simplifies my pension plan, whilst providing me with a great set of tools to monitor my pension investment portfolio.”

    Mark King - Geneva, Switzerland

  • “At the worst of the crisis, like most nervous investors, I wanted to salvage what was left of my personal portfolio. Thanks to a sage and knowledgeable adviser, I was encouraged to ride out the market turmoil, and today, my portfolio is back ‘in the money’. It is not that I believe in miracle workers, however, having a financial expert on board who knows about what he speaks is reassuring. Growing my portfolio with Forth Capital is part of my overall financial long-term strategy.”

    Mrs Alisia Grenville - Geneva, Switzerland

  • “I just wanted to write to say a massive thank you for all you have done recently in working so hard to find a solution to the cash flow problems I have had over the past few months. It has been much appreciated and this has now made settling in to a new country so much easier for me and my family. As an ex-pat you will understand the traumas of moving to a new country so your assistance has been invaluable. The financial sector has had such bad press lately so it is reassuring that there are still people like you who are there to genuinely help your clients.”

    Mr Paul Westwood - New Zealand

  • “I have been working for several years with Forth Capital and have developed a strong relationship with my advisor.  I do not get any hard sell, just advice based on clearly documented or articulated financial goals.  I appreciate that ideas are presented to me with clear pros and cons and I can either let my advisor steer things, or make my own decisions, depending upon how much time I have.  I trust my advisor and know that he looks after my interests, and not his.  I especially appreciate being called proactively to discuss changes in the economic environment and appreciate that my opinion helps drive investment strategy – however, I am always brought back to reality when I am being too ambitious or drifting from that strategy, which I very much appreciate.”

    Mr J Ramsay - Frankfurt, Germany

  • “As a Banking professional, my expectations of a financial services company are high and Forth Capital have proven to be a valuable partner in my retirement planning. They have been integral in helping me to find a flexible and tax efficient solution while I am working abroad. They are also open enough to discuss my own ideas to help find the best portfolio for my circumstances and time frame, and it’s great to have a financial adviser who actually listens to you. I wouldn’t hesitate to recommend Dean and the team at Forth for future business.”

    Mr Matt Finch - Geneva, Switzerland

  • “I am keen to express my satisfaction with Forth Capital, in particular the services of Tom Tracy who has been my trusted advisor for years now.  As an expat in the UAE living in a tax free regime it has been important to plan properly and take advantage of the economic situation I find myself in.  I am now in a position where I feel secure personally and have planned successfully for the children’s education and my future.   This is down to Tom’s expert guidance.  I can now plan to move on securely in the knowledge that wherever my wife and I end up when we leave the Middle East, we are on the right road financially.”

    Dr Sean Petherbridge - Dubai, UAE

  • “My objective is to consolidate UK pensions and current and on-going investments into off-shore structures for long-term, tax efficient growth. Forth Capital ( Dean Elliott) gave me good advice on the range of options and choice of providers available and his view on all of them.  I also received comprehensive responses to the many detailed questions which I asked Dean and this allowed me to make informed decisions on where to place my pensions and investments.  My experience with Forth Capital is that  a very professional service is provided  and I intend to use Dean for future financial advice.”

    Mr Ian Burnett - Prangins, Switzerland

  • “I am happy to have an opportunity to say how very satisfied I am with the services provided by Forth Capital, and particularly by my personal Financial Advisor, Dean Elliott, CFA. I am by no means a ‘High Net Worth’ individual, but I do not believe that the care and attention that Dean has given to my modest portfolio could be bettered by any private bank, in Geneva or elsewhere.”

    Dr John Heptonstall - Geneva, Switzerland