Welcome to Neville Montagu, the strategic hub for international financial advice and global resilience planning.
Secure your future with cross-border financial planning, specialist tax strategies, and compliant wealth structures designed exclusively for the globally mobile.
Global Financial Advice, Tailored for Expatriate Life
Global Wealth Solutions Tailored for Expatriates
At Neville Montagu, we’ve spent over 25 years helping expatriates and international investors achieve clarity and confidence in their finances.
Founded in London and expanded offshore to serve clients across Europe, Asia, and beyond, we combine local insight with global reach.
Our mission is simple: to design intelligent, compliant, and coordinated wealth strategies for people who live, work, and invest internationally. Whether you’re growing your portfolio, planning for retirement, or protecting your family’s legacy, our experts ensure your wealth moves as seamlessly as you do.
We integrate every aspect of your financial life under one roof, simplifying complexity and maximising opportunity.
Risk-Managed Portfolios Invest confidently with expertly crafted, risk-rated portfolios from Defensive to Speculative.
Bespoke Investment Management Tailored strategies built around your goals, risk appetite, and lifestyle.
Pension Transfers (QROPS & SIPPs) Cross-border pension consolidation and retirement planning.
Tax & Estate Planning Structure and protect your assets efficiently and compliantly.
Protection & Insurance Global life, health, and income protection for you and your family.
Asset Protection & Trusts Preserve wealth through strategic structures across jurisdictions.
Property & Mortgage Services Build and finance your international property portfolio.
Citizenship & Migration Advisory Expand your options with residence-by-investment and relocation planning.
The Global Life, The Local Problem.
Living and working internationally is an opportunity for significant wealth creation, yet it introduces crippling financial complexity. Conflicting tax laws, non-compliant investment structures, non-portable pensions, and multi-jurisdictional estate laws can erode your hard-earned wealth. Generic financial advice, created for a domestic life, simply doesn’t work for a global one.
At Neville Montagu, we exist to bridge this gap. We are specialist offshore financial advisers providing the dedicated expertise required to make your wealth work seamlessly across any border.
We craft a single, holistic financial plan that integrates every element of your international life from the optimal tax structure for your salary to the secure succession of your global assets.
Holistic Solutions for a Global Life
Your financial strategy requires a foundation that is as robust as it is mobile. We offer a comprehensive suite of services, structured around your life abroad, to ensure your financial security and growth:
Design & Strategy
Designing Your Financial Plan: Bespoke Financial Blueprint
Optimise Your Tax Strategy: Cross-Border Tax Efficiency
Wealth & Protection
Optimise Pension Planning: Global Retirement Structuring
Asset Protection (Trusts): Fortify Your Wealth
Protection Planning: Portable Global Cover
Mobility & Legacy
Estate Planning: Secure Your Global Legacy
Citizenship Planning: Second Passport & Freedom
Visas & Migration Advisory: Residency & Relocation Support
Specialist Advisory
Wealth Management for US Expats: Specialist US Expat Solutions
The Neville Montagu Difference:
Cross-Jurisdictional Specialists: Our team’s expertise is not just in finance, but in international law, tax treaties, and regulatory compliance across multiple continents. This prevents costly mistakes that generalist advisers overlook.
Transparent Fees & Commissions: We are committed to providing independent advice. Our income structure is clear, disclosed upfront, and aligned with your success, ensuring we always act in your best interest and provide you with the best value.
Integrated Planning: We don’t just manage your investments; we integrate them with your tax residency, pension schemes, and estate plan. The result is a more efficient, globally compliant, and effective strategy.
Dedicated Global Partner: From your first move overseas to your multi-country retirement, your dedicated Neville Montagu advisor and support team remain your single point of contact, providing continuity and trusted guidance throughout your international journey.
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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