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 – 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 -
The Quarter in Markets
As we bid farewell to the first quarter, it’s worth noting that the bull run continued its stride. While you can observe the impressive stock-index returns below, what truly stands out is that the performance of global stocks ranked among the top 20% of quarters over the past century. This surge follows a robust 2023,
April 4, 2024 -
Understanding the Psychology of Investing
The world of investing is not only about dissecting numbers and analysing projections. While such analytical skills are undoubtedly valuable, it’s equally critical to delve into the behavioural dimension of investments. Emotions such as fear and greed often wield significant influence over decision-making processes, potentially leading to suboptimal performance or outright losses. While many individuals may
April 3, 2024
