Expat Saving Strategies

Expat saving strategies are portfolios of financial instruments with a predefined structure and investment focus, as well as a recommended time horizon of the investment, which still offer the flexibility and personal approach of an individual investment account.

Our Protected Principal strategies are conservative portfolios with an investment focus on some of the most significant economies in the world. The structure of this type of investment account allows for better returns compared to traditional savings products in the same currency, high level of protection of the invested capital, low credit and market risk of the investment, and immediate liquidity.

1. Expat USA Protected Principal in USD

Expat USA Protected Principal in USD is a conservative portfolio in US dollars with an investment horizon of 5 years. This investment in the world's largest economy provides high level of protection for the invested capital, low credit and market risk of the investment, and immediate liquidity, while preserving the capital gain potential.

Investment horizon

Expected annual yield

Currency Min. investment Investment focus
5 years 4.8% USD 10 000 USD Gobernment bonds with the lowest possible risk; liquid US equity market instruments.

For more information, please contact us

 

2. Expat Germany Protected Principal in EUR

Expat Germany Protected Principal in EUR is a conservative portfolio in euro with an investment horizon of 5 years. This investment in the largest EU economy provides high level of protection for the invested capital, higher expected yield compared to traditional saving products in EUR, low credit and market risk of the investment, and immediate liquidity.

Investment horizon Expected annual yield Currency Min. investment Investment focus
5 years 2.0% EUR 10 000 EUR Corporate bonds with very high credit rating; liquid EU equity market instruments.

For more information, please contact us

 

3. Expat UK Protected Principal in GBP

Expat UK Protected Principal in GBP is a conservative portfolio in pounds with an investment horizon of 5 years. This investment in the economy of the United Kingdom provides high level of protection for the invested capital, low credit and market risk of the investment, immediate liquidity, and higher expected yield compared to traditional saving products in GBP.

Investment horizon

Expected annual yield

Currency Min. investment Investment focus
5 years 2.1% GBP 10 000 GBP Gobernment bonds with the lowest possible risk; liquid UK equity market instruments.

For more information, please contact us

 

4. Expat Japan Protected Principal in USD

Expat Japan Protected Principal in USD is a conservative portfolio in US dollars with an investment horizon of 5 years. This investment in the economy of Japan provides high level of protection for the invested capital, low credit and market risk of the investment, and immediate liquidity, while preserving the capital gain potential.

Investment horizon

Expected annual yield

Currency Min. investment Investment focus
5 years 4.0% USD 10 000 USD Gobernment bonds with the lowest possible risk; liquid Japanese equity market instruments.

For more information, please contact us

 

5. Expat China Protected Principal in USD

Expat China Protected Principal in USD is a conservative portfolio in US dollars with an investment horizon of 5 years. This investment giving exposure to one of the world's most dynamically developing economies provides high level of protection for the invested capital, low credit and market risk of the investment, and immediate liquidity, while preserving the capital gain potential.

Investment horizon

Expected annual yield

Currency Min. investment Investment focus
5 years 5.4% USD 10 000 USD Gobernment bonds with the lowest possible risk; liquid Chinese equity market instruments.

For more information, please contact us