Established 1994

International Investments

International Investment Guides

425 in-depth guides covering international investment vehicles and strategies for expats and globally mobile investors — from global equities and offshore bonds to alternative assets and portfolio construction.

Alternative Investments & Private Markets

Private equity, venture capital, hedge funds, private credit, and passion assets from fine wine to whisky.

ESG & Sustainable Investing

ESG funds, impact investing, and sustainable investment strategies for internationally mobile investors.

ESG & Sustainable Investing

ESG Investing in 2026: Separating Signal from Noise

ESG has evolved from simple ethical screening to a multi-dimensional analytical framework. This guide cuts through the noise to explain what the evidence actually shows about ESG performance, greenwashing risks, and how to invest thoughtfully.

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ESG & Sustainable Investing

ESG Rating Agencies Explained: Why Scores Diverge and What Investors Should Do

ESG rating agencies frequently give the same company contradictory scores. Understanding why they diverge — and how to use ESG data intelligently rather than blindly — is essential for any investor applying sustainability criteria to their portfolio.

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ESG & Sustainable Investing

ESG Screening Methods Explained: From Exclusions to Impact

ESG is not a single approach — negative screening, positive screening, ESG integration, thematic investing, and engagement are distinct strategies with different implications for returns, risk, and real-world impact.

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ESG & Sustainable Investing

ESG and Sustainable Investing for International Investors

ESG investing has moved from niche to mainstream, but the landscape is fragmented, greenwashing is real, and implementation requires care — particularly for international investors navigating multiple regulatory frameworks.

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ESG & Sustainable Investing

ESG and Sustainable Investing — The Performance Evidence

Does ESG investing outperform or underperform? The honest answer is 'it depends' — and the conditions under which it works or doesn't matter enormously for portfolio construction.

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ESG & Sustainable Investing

ESG and Sustainable Investing: Separating Substance from Greenwash

A rigorous guide for HNW investors navigating ESG — from rating methodologies and regulatory frameworks to identifying genuinely sustainable portfolios and avoiding greenwash.

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ESG & Sustainable Investing

Greenwashing in Sustainable Funds: How to Identify It and Invest Authentically

The proliferation of ESG and sustainable fund labels has been accompanied by a proliferation of marketing claims that do not withstand scrutiny. Regulatory enforcement is improving but gaps remain. This guide helps investors distinguish substance from spin.

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ESG & Sustainable Investing

Impact Investing for HNW International Investors

Impact investing goes beyond screening out bad actors — it seeks measurable, positive social or environmental outcomes alongside financial returns. For HNW international investors, it represents both a values-aligned investment philosophy and a growing opportunity set.

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ESG & Sustainable Investing

Impact Investing: Frameworks, Measurement and Access for HNW Investors

How to invest for measurable social and environmental impact alongside financial returns — covering impact theory of change, measurement standards and access routes for sophisticated investors.

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ESG & Sustainable Investing

Impact Investing: Measurable Social and Environmental Returns

A practical guide to genuine impact investing — how to generate measurable positive outcomes alongside competitive financial returns across international portfolios.

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ESG & Sustainable Investing

Measuring Impact in Impact Investing: Frameworks, Metrics, and Standards

Impact investing requires more than good intentions — it demands rigorous measurement. This guide explains Theory of Change, IRIS+ metrics, SDG alignment, the additionality requirement, IFC Operating Principles, and key reporting standards including GRI, SASB, and TCFD.

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Portfolio Construction & Management

Asset allocation, diversification, rebalancing, and the practical mechanics of building and managing a global portfolio.

Portfolio Construction & Management

Active vs Passive Investing for International Investors

The active vs passive debate is settled in most large-cap developed markets — evidence strongly favours passive — but nuance remains in less efficient markets, alternative asset classes, and factor strategies for international investors.

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Portfolio Construction & Management

All-Weather Portfolio Strategies for International Investors

How to build a portfolio designed to perform reasonably well across economic cycles — rising growth, falling growth, rising inflation and deflation — wherever in the world you are based.

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Portfolio Construction & Management

Asset-Liability Matching for HNW Individuals

Institutional investors have used asset-liability matching for decades. The same framework — aligning investment assets to future spending needs — is highly applicable to complex HNW financial situations.

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Portfolio Construction & Management

Beyond the 60/40 Portfolio: Alternatives for Modern Investors

The 60/40 portfolio worked for decades because bonds diversified equities. In 2022, both fell simultaneously, exposing the assumption underlying it. Here is how modern portfolios can be rebuilt for a world where correlations are less reliable.

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Portfolio Construction & Management

Building Your First Investment Portfolio — A Step-by-Step Guide

A portfolio is not a list of investments — it is a coordinated plan for your money. Getting the foundations right from the start — asset allocation, costs, tax wrappers and behaviour — has a bigger impact on long-term outcomes than any individual fund selection.

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Portfolio Construction & Management

Building a Globally Diversified Portfolio: A Step-by-Step Guide

A practical framework for internationally mobile investors to construct a genuinely global portfolio across asset classes, geographies and currencies.

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Portfolio Construction & Management

Building a Model Portfolio from First Principles

A model portfolio is not just a list of funds — it is a systematic framework for translating an investor's risk tolerance, time horizon, and income requirements into a coherent, rebalanceable allocation. This guide explains how to build one from first principles.

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Portfolio Construction & Management

Building a Portfolio for Retirement Income

The shift from accumulating wealth to spending it sustainably is one of the most consequential investment transitions. This guide covers bucket strategies, natural income approaches, and sequence of returns protection for HNW retirees.

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Portfolio Construction & Management

Core-Satellite Portfolio Construction: A Practical Framework

How internationally mobile investors can combine low-cost passive holdings with targeted active strategies to pursue better risk-adjusted returns.

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Our advisers can recommend the right international investment vehicles, portfolio structures, and tax-efficient wrappers for your circumstances.

Speak to an investment adviser

Our guides explain the investment vehicles — but the right choice depends on your residency, tax position, currency, and risk profile. Book a free review with one of our international investment advisers to get guidance specific to your situation.

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