Join Us for an Exclusive Seminar on Navigating the Portuguese Financial Landscape

If you value transparency and seek impartial, regulated advice from UK, US, and EU advisers, this seminar is for you

At our upcoming seminar in Portugal, you will gain insights from a team that doesn’t just specialize in cross-border advice—we excel at it. Many of our advisers hold dual or even triple regulatory status across the UK, US, and EU, ensuring that the advice you receive meets the highest international standards. Our regulators set strict standards and qualifications, so you can trust that you’re in expert hands.

Why Attend?

Experience and Resilience: We have successfully guided our clients through three recessions, two global meltdowns, and two economic booms. Our track record speaks volumes—not only are we still standing, so are our clients!

Psychological Insight: Investing is not just about numbers; it’s about understanding the psychology behind those numbers. Our unique approach to investing considers the human element, and we share these insights at our seminars.

Award-Winning Expertise: We boast more awards than any other European-based firm offering financial advice. This recognition is a testament to our commitment to excellence.

Expert Presenter: Our seminar will feature a presenter who has contributed to the Investors Chronicle, appeared in published books, and founded four regulated firms, a network, and an IT company—all turning over millions. This is your chance to learn from someone who truly understands what successful investors should be doing.

Portuguese expertise: Expert Guidance: Discover how LGT Investment Management’s discretionary services can optimise your investments as an expat within NHR rules.

Tailored Strategies: Explore personalised financial strategies that address your US or UK assets, when considering NHR.
Invaluable Insights: Learn from Utmost about how their products provide cost-effective, tax-efficient solutions under Portugal’s new and existing NHR rules.

Don’t Miss Out

This is a unique opportunity to get advice that’s not only expert and regulated but also backed by decades of experience and a deep understanding of the Portuguese financial landscape. Secure your spot today and take the first step towards informed, confident investing.

Register

In association with Utmost Pan Europe, Novia Global and LGT Wealth Management.