Build, manage, and preserve your wealth with clear planning for expats in India and beyond
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Specialist advice, strong day-to-day support, and award-winning service mean you have complete confidence in your financial plan, wherever you call home. Where some firms prioritise products, our focus is you.
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Our clients benefit from a deep understanding of their goals, responsive communication, and progress that matters to them.
What our clients say about us
Read reviews from expats we work with across India and beyond. Honest and unfiltered, use them to make an informed decision and see if our approach fits with what you’re looking for.
Our people
A friendly, experienced team who are on your side, helping you make confident, informed decisions to support your expat lifestyle.
Howard Clark-Burton
Chief Executive Officer
Ian Marsh
Chief Investment Officer
Jarl Smidt-Olsen
Chartered Financial Analyst
Jahmaine A. Reimann
Executive Wealth Manager
James Ramsey
Chief Strategy Officer
Jeanette Goatham Swain
Chartered Financial Planner and Chief Technical Officer
Anita Caswell Ng
Wealth Manager
Nicholas Bannerman
Executive Wealth Manager
David Blumsom
Financial Planner
Tammy Kwok
Operations Manager
Chloe Chan
Executive Assistant
Useful resources
From market updates to specialist insights, frequently asked questions to comprehensive guides, browse a range of practical resources written with you in mind.
visit our resources libraryLatest posts
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Broadening Opportunity Sets And Disciplined Diversification In A Shifting Market Cycle
In his responses for the Asian Private Wealth Investment Outlook 2026, Ian Marsh, Chief Investment Officer at Saltoro Capital, sets out a constructive yet disciplined investment framework shaped by easing inflation, expected interest-rate cuts, and a gradual broadening of market...
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7 essential lab tests to help shape your longevity journey
What is the elixir of youth? How can we live right into our old age without any mental or physical disabilities? We’ve all seen our loved ones progressively become frail and how this impacts everyone around them. We aspire to...
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Market update: Global stock markets ended the year on a positive note, supported by easing inflation
This January 2026 market update is brought to you by Marlborough Investment Management Global stock markets ended the year on a positive note, supported by easing inflation across major economies and growing expectations that central banks will continue with gradual interest...
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