Multi-Currency Overseas Investments

Knowing the best way to invest your savings or pension in other countries can help you maximise the return you receive. At bdhSterling, our experts have experience managing overseas investment portfolios in a range of currencies, including GBP, AUD, NZD and USD, and our qualified advisers help you manage risks and returns.

In many cases, it is best to hold retirement savings or overseas investment funds in the currency you expect to be using in the future – essentially, in the currency of the country you hope to spend your retirement in, such as New Zealand. This can mean that there is less risk when it comes to planning and protecting your wealth. However, it’s important to bear in mind the process is not always that simple. As an example, someone living in the US won’t be able to transfer their pension fund to their future country of residence. Instead, we would manage assets in the UK or in an alternative region in the currency that is most suitable.

Retirement planning and effective investing

Being proactive when it comes to managing your pension or investments can add a significant amount to the value of your savings. In addition, recruiting the services of an adviser such as bdhSterling can ensure the process is less stressful and your investments are more secure.

By selecting the right, high-performing funds, you can expect superb returns and a mixture of approaches can deliver a portfolio with greater potential and less risk. Each model we recommend to clients holds a range of investment funds, selected using an in-depth quantitative and qualitative research methodology. In addition, bdhSterling model

portfolios and investment solutions are backed by the UK’s largest investment rating and fund research team, FE Limited.

To discuss multi-currency investments and planning for your retirement with one of the expert advisers at bdhSterling, contact us at today.