Financial Solutions for
Global Citizens
For over 20 years, I’ve lived as a UK citizen domiciled in the United States—an expat myself, navigating the complex financial terrain that comes with cross-border living. Through CB Investment Management, I’ve helped numerous clients in both the UK and US, often with assets and obligations spread across multiple countries.
This journey has allowed me to build deep expertise in international financial matters and form strategic partnerships with top-tier professionals who specialize in globally integrated tax and investment services. Together, we help expatriates like you transform complexity into clarity—and opportunity.
Why Work With CB Investment Management?
International
Investment Strategies
Build globally diversified, tax-smart portfolios designed for international mobility and risk management. My platform, powered by Interactive Brokers, offers multicurrency accounts and global market access from a single dashboard—ranked #1 among international online brokers.
Cross-Border Tax Planning
We’ve partnered with Greenback Tax Services—specialists in multiple international jurisdictions expat taxation—to ensure you remain compliant across jurisdictions while minimizing liabilities. Whether you're dealing with FATCA, FBAR, PFICs, or double taxation issues under the multiple international jurisdictions, we’ve got you covered.
Retirement & Estate Planning for Expats
Structure your wealth so it supports your life—wherever it takes you. We specialize in advanced estate planning, retirement modeling, and optimizing tax-advantaged savings across borders.
Key Considerations for Expats
- Managing multiple currency exposures and inflation risk
- Navigating international tax treaties and disclosure obligations
- Structuring investments to support mobility and jurisdictional tax efficiency
- Transferring wealth across borders securely and efficiently
- Coordinating insurance, pensions, and benefits from multiple countries
Our Extended Global Network
Beyond financial services, I provide curated access to trusted partners across real estate, global citizenship/visa services, and international relocation advisors. My global network includes specialists and vetted services through memberships, subscriptions, and longstanding professional relationships.
Let’s Make Global Work for You
Living abroad presents financial challenges—but also extraordinary possibilities. With the right strategy and guidance, your expat journey can be a launchpad for greater financial security and freedom. At CB Investment Management, we help you turn global complexity into strategic advantage.
