Rico CachuchoFINANCIAL ADVISER
Areas of Expertise
- Wealth Management
- Financial Advice
- Business Development
- Investments
- Pension Transfers
- Retirement Planning
Qualifications
- Australian regulated Advisor – Diploma (AQF 5), RG146 units of competency
- The London Institute of Banking & Finance – FSRE – Financial Services, Regulation and Ethics, Financial Planning and Services
- The Chartered Institute for Securities and Investment:
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- Introduction to Securities and Investments
- International Certificate in Wealth & Investment Management
- The United Arab Emirates Financial Rules and Regulations
Having been an expat for more than 23 years myself, I understand the opportunities and challenges that come with living abroad and financially planning for a brighter future. Often expats will have a few different investment vehicles, in a few different jurisdictions (be that at home or abroad) and this can quite often create specific tax implications and inefficiencies in being able to manage these effectively. A fully qualified, long time International Wealth Manager to senior executives & HNW’s across the globe. I follow the most robust financial regulation in jurisdictions like the UK, USA, Europe & Australia. I’ve adopted a diversified, multi-asset approach to investing, focusing on preservation of your investment capital over time, whilst keeping your tax situation at the forefront of any advice. Whether you’re just starting off, nearing retirement or somewhere in between, please free to contact me for a FREE REVIEW of your current financial planning situation.
Publications
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Markets last week – 19/04/2024
USA Stocks continued their retreat from recent highs as geopolitical tensions and concerns about interest rates weighed on investor sentiment. Mega-cap technology shares faced pressure due to rising rates, exacerbated by a revenue miss from ASML Holdings. Small-cap stocks struggled, pushing the Russell 2000 Index further into negative territory. The trading week began with optimism
April 22, 2024 -
Markets last week – 12/04/2024
USA Equity markets retreated amid fears of Middle East conflict and persistent inflation pressures, pushing Treasury yields higher. Large-caps fared better than small-caps, with growth stocks outperforming value shares which were weighed down by interest rate-sensitive sectors, such as real estate investment trusts (REITs), regional banks, housing, and utilities. Wednesday’s CPI data showed prices rising
April 17, 2024 -
Markets last week – 05/04/2024
USA In the U.S., stocks retreated from record highs as U.S. Treasury yields surged, driven by indications of a manufacturing revival. Major indexes, particularly large-cap ones, pulled back, with growth stocks outperforming their value counterparts. Energy stocks notably surged, fueled by rising tensions between Israel and Iran and concerns over oil supply disruptions. Additionally, Microsoft’s
April 10, 2024 -
UK Tax rates 24/25
UK TAX RATES 24/25 The tax year starts today, the 6th of April and will end on April 5th of next year. It’s important to note that tax rates, limits, and allowances can change from year to year, affecting the amount people pay in taxes. To help you prepare, here’s a convenient overview of the
April 6, 2024