Cawley Advisors, a well-respected financial consulting firm, has announced the launch of their new Cross-Border Financial Planning Division. This division, which will begin serving clients on April 1, 2025, is specifically designed to address the complex financial needs of internationally mobile individuals and multinational businesses.
With an increasingly globalized world and the growing complexity of managing finances across multiple jurisdictions, Cawley Advisors saw the need for a specialized division to provide comprehensive financial strategies that transcend geographical boundaries. Recent industry data shows a 58% growth in cross-border financial assets over the past decade, with high-net-worth individuals now holding an average of 27% of their wealth in countries outside their primary residence.
According to Peter Horowitz, senior financial advisor at Cawley Advisors, “Today’s globally connected world demands financial expertise that extends beyond single-country solutions. Our new Cross-Border Financial Planning Division represents our commitment to providing seamless financial guidance regardless of where our clients live, work, or invest. We’ve assembled a team of international specialists who understand the nuanced interplay between different regulatory systems.”
The division has obtained necessary regulatory approvals and registrations in key financial markets, including the United Kingdom, European Union, United States, Singapore, and Hong Kong. This multi-jurisdictional compliance framework allows the team to provide legally sound advice across major global financial centers while maintaining fiduciary responsibility to their clients.
The division will be led by Lauren Sanders, a highly experienced international financial planner with over 20 years of experience and holds both the Chartered Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. The division will offer specialized services such as multi-currency investment management, cross-border tax optimization, international estate planning, expatriate financial planning, and global business succession strategies.
Sanders explains, “Cross-border financial planning requires a fundamentally different approach than traditional domestic advising. Issues like tax treaty interpretation, foreign pension portability, and currency risk mitigation require specialized expertise. Our team’s collective experience in over 30 countries positions us uniquely to navigate these complexities for our clients.”
The division will utilize Cawley Advisors’ proprietary International Financial Planning Platform, a technology solution that can model scenarios across multiple tax jurisdictions simultaneously. This advanced capability allows advisors to identify optimization opportunities that may be missed when analyzing finances through a single-country lens.
Services will be tailored to address specific client profiles, including British expatriates living abroad, foreign nationals working in the UK, multinational business owners, international executives with equity compensation packages, and globally mobile families with assets in multiple countries. The team specializes in solving complex challenges such as phantom foreign exchange gains, offshore investment structures, and treaty-based planning opportunities.
According to Horowitz, “We’ve observed that clients with international financial needs often receive fragmented advice from advisors in different countries who aren’t communicating with each other. Our integrated approach ensures all financial decisions are made with a comprehensive understanding of their global implications.”
Initially, the Cross-Border Financial Planning Division will serve clients from offices in London and other prominent European locations. Advisors will also be available across all major time zones to accommodate global client needs.
Established in London, Cawley Advisors has built a distinguished reputation throughout Europe for their nuanced expertise and sophisticated understanding of the complex financial landscapes unique to each country. Their team delivers unparalleled financial consulting services to both individuals and businesses, strategically tailoring their processes to fit the needs of each client.
For more information about Cawley Advisors, please contact: Reece Marino at +44 2038085115 or info@cawleyadvisors.com. Distributed by https://pressat.co.uk/.