New partner: Leading wealth management adviser to expats in Europe establishes relationship with Moventum
Using Moventum’s investment platform, financial services providers all over the world are able to organise their work more efficiently and effectively for the benefit of their clients. Tax and wealth management adviser Blevins Franks, which offers investment strategies mainly for British expatriates in Europe to provide financial security and to make the most of their wealth in the most tax-efficient way, is a new partner. “We are very proud to have gained Blevins Franks as a client and look forward to our successful collaboration”, says Andreas Pál, Senior Vice President & Head of Sales at Moventum S.C.A.
Blevins Franks supports thousands of individuals and families living in Europe. For these expatriates, Blevins Franks provides cross-border wealth structuring support but also looks at possible options for their UK retirement savings, taking into account the tax implications in the UK and clients’ country of residence.
In addition to its head offices in Malta and London, Blevins Franks has over 20 offices across seven countries. Due to the UK’s withdrawal from the EU, it was no longer possible to work with platforms in the UK for expatriates. The collaboration with Moventum therefore provides the tax and wealth management adviser with great added value, including multi-currency accounts or the easy digital onboarding with digital identification and signature, which simplifies cross-border communication and transactions. “We are very pleased that Blevins Franks has chosen Moventum”, Pál adds.
80 Blevins Franks advisers and financial planners with regional offices across France, Spain, Portugal, Cyprus and Malta have now been registered with Moventum since December. Blevins Franks also expects many advantages from the new cooperation: “We are delighted to partner with Moventum and look forward to efficient servicing and a profitable collaboration with Moventum”, says Nigel Green, Group Chief Operating Officer from Blevins Franks.
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