We started back in 1994 as Independent Financial Advisers based in London. In 1998 we expanded offshore initially to service expatriate communities in Asia and Eastern Europe.
We have grown our services from just giving investment advice to providing a full range of offshore financial services. A full holistic view.
This benefits our clients greatly, as everything is handled under one roof. This saves time and money, ensures ongoing compliance, and provides excellent client support.
In the last 25 years, we have enjoyed helping our clients with their Financial Freedom and Security.
At Neville Montagu, we are more than just international financial advisors; we are strategists for the modern global citizen. We specialise in cross-border wealth management and financial resilience planning, providing a cohesive suite of services to ensure your finances, assets, and future are secure, no matter where life takes you.
Our mission is to simplify the complexity of international life and empower you with financial solutions that offer clarity, efficiency, and preparedness.
Neville Montagu acts as the central hub for our two distinct, yet complementary, service brands, ensuring we cover the full spectrum of international financial needs from long-term growth to immediate crisis preparation.
Through Neville Montagu, we offer comprehensive, sophisticated wealth management designed for long-term financial success and multi-jurisdictional compliance.
Offshore Zen is our unique specialisation focused on securing your wealth, providing asset protection, financial prepping, and actionable “Plan B” options for enhanced global mobility. As well as bespoke Offshore Plans.
Asset Protection & Tax Solutions * Offshore Company Formations * Tax Advice * Advanced Asset Protection strategies utilising offshore jurisdictions with robust Trust laws.
Resilience & Prepping Plans: The Go Plan: Ensuring sufficient cash is placed offshore for emergencies (the “rainy day” fund). The Escape Plan: A comprehensive “Plan B” designed for clients to leave their current location quickly with minimal disruption to their lives and financial well-being.
Global Mobility Services: Solutions for enhanced freedom, including obtaining Second Passports and Golden Visa programs.
The Ultimate Goal: Providing you with the ultimate financial and personal freedom, ensuring you are prepared for any emergency or opportunity that arises.
In 1998 we expanded offshore initially to service expatriate communities in Asia and Eastern Europe. Working from Bases across Eastern Europe and Cyprus. Over 4 years we saved our clients over $250m, taking advantage of legitimate legal strategies.
We expanded our services into the Caribbean assisting high net worth clients. This expansion allowed us to offer complete planning solutions.
Helping businesses and family investment offices successfully enter new international markets by providing strategic planning, local partnerships, and operational support.
Neville Montagu Llc has over 25 years of excellence. The company keeps growing and offers expert advice via our team of experts and network of partners.. We have a strong reputation for helping clients achieve all of their objectives. We are a proud appointed representative of Neba Wealth Management a division of NEBA Private Clients with multi- jurisdictional licenses in locations such as the UAE, Singapore, Malaysia & South Africa.
What makes Neville Montagu different from other financial advisers?
Neville Montagu specialises exclusively in offshore and cross-border financial planning. For over 25 years, we’ve supported expatriates, entrepreneurs, and internationally mobile families. We combine global reach with boutique-level personal service, aligning investment, tax, pension, and estate strategies seamlessly across jurisdictions.
Where are your clients based?
Our clients live and work around the world across Europe, the Middle East, Asia, and the Americas. We focus on expatriates, global executives, and families managing wealth across multiple countries.
Are you independent and regulated?
Yes. Neville Montagu is an Appointed Representative of NEBA Wealth Management, a division of NEBA Private Clients with multi-jurisdictional licenses in locations such as the UAE, Singapore, Malaysia & South Africa.
We operate as an independent, advisory service and partners only with regulated institutions and fiduciaries. Our global network complies with the highest standards of transparency and governance.
What investment services do you offer?
We offer two main solutions:
What is your investment philosophy? Our philosophy combines global diversification, cost efficiency, and proactive risk management. We believe in disciplined, evidence-based investing that aligns with your objectives, time horizon, and lifestyle.
Can I hold investments in multiple currencies?
Absolutely. Our global investment platforms allow you to maintain assets in multiple currencies—minimising exchange costs and helping you match currency exposure to your income and lifestyle needs.
Can you help me transfer or consolidate my pensions abroad?
Yes. We specialise in QROPS (Qualifying Recognised Overseas Pension Schemes) and SIPPs (Self-Invested Personal Pensions). We ensure transfers are compliant, efficient, and aligned with your retirement plans, wherever you choose to settle.
What are the benefits of consolidating my pensions?
Consolidation simplifies management, reduces fees, improves control over investment options, and can enhance tax efficiency especially for clients with multiple pensions from different employers or countries.
Can you advise on retirement income strategies?
Yes. We help you design sustainable withdrawal and income plans, factoring in exchange rates, taxation, and longevity risk to ensure your retirement income is both stable and efficient.
How do you help with tax planning for expats?
We coordinate global tax strategies that optimise your residency status, asset structure, and income streams. Working with international tax partners, we help minimise liabilities while ensuring full compliance with local and international laws.
What is included in your estate planning service?
We develop cross-border estate plans covering wills, trusts, foundations, and succession strategies. Our aim is to protect your assets, minimise taxes, and ensure smooth wealth transfer across generations and jurisdictions.
Do I need a separate will for each country I own assets in?
In many cases, yes. We can coordinate local legal advice to ensure each will aligns with local inheritance law while remaining consistent with your overall estate strategy.
How can I protect my wealth from future risks?
We use trusts, holding companies, and insurance based structures to safeguard assets against political, creditor, or market risks all fully transparent and compliant.
Do you provide international life and health insurance?
Yes. We arrange globally portable life, health, and income-protection solutions designed for expatriate lifestyles. These plans are flexible and can move with you across borders.
Can you help protect my business or partnership?
Absolutely. We offer key-person and shareholder protection plans that ensure business continuity and financial stability in the event of illness, disability, or loss of a partner.
Do you assist with citizenship or residence-by-investment programmes?
Yes. We work with government-approved providers to help clients obtain secondary citizenships or residency through strategic investment, aligning with tax, estate, and mobility goals.
Can you help with visas or international relocation?
Our migration advisory service coordinates investor and entrepreneur visa applications, relocation logistics, and pre departure tax planning ensuring your move enhances, not disrupts, your financial strategy.
Do you offer currency exchange or transfer services?
We partner with specialist FX providers to deliver secure, low-cost international transfers. Our experts help manage currency exposure and time transfers strategically to reduce risk and cost.
Can you help open offshore or multi-currency accounts?
Yes. Through our global banking network, we assist clients in establishing compliant offshore and multi-currency accounts for efficient cross-border transactions.
How do I start working with Neville Montagu?
Contact us to schedule a confidential consultation. We’ll discuss your objectives, review your current arrangements, and outline a personalised strategy with transparent fees and timelines.
What happens after the initial consultation?
Following our review, you’ll receive a tailored proposal covering recommended services, expected outcomes, and implementation steps. Once approved, we coordinate all actions and conduct regular reviews to keep your strategy aligned.
22. Do you work with clients remotely?
Yes. Most of our clients are based overseas. Meetings are conducted securely via video call, and all documentation is handled electronically through encrypted systems.
This content is for background information only. It is not investment advice, a recommendation, or an offer of services. While based on sources Neville Montagu believes to be reliable, it is provided without warranty of accuracy. Unauthorised use is strictly prohibited. Neville Montagu and any of its partners accept no liability for any loss arising from the use of this information.
Neville Montagu, Hong Kong. 21st Floor, CMA Building, 64 Connaught Road, Central, Hong Kong
Neville Montagu, UK, Hudson House, 8 Albany Street, Edinburgh EH1 3QB
Neville Montagu USA, Montagu Group, 1309 Coffee Avenue, STE 19091, Sheridan, Wyoming, 82801
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