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Financial Planning

St. James's Place Wealth Management

St. James’s Place Wealth Management is a FTSE 100 company with funds under management in excess of £109 billion, specialising in the provision of highly personalised, face-to-face wealth management services to individuals, families, trustees and businesses.

Sasan Lohrasb is a Dual-Licensed Associate Partner of St. James’s Place between the UK and China. He lived in China for 8 years and has now returned to London from where he runs an International Practice. Sasan understands first-hand the financial considerations that come with a move out of the UK and then back to the UK and is perfectly positioned to help you with the transition.

St. James’s Place can assist you by offering:

  • Wealth management
  • Investment planning
  • Retirement planning
E-Team Member Contact:
Sasan Lohrasb
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Financial Planning for Expats in London

As one of the most respected wealth management centres in the world, London has more than earned its inclusion in the world’s top 4 international wealth management centres ranking.

Add to this strict tax and banking laws applying to everyone from investors to the recently retired, and you also have one of the most secure.

Key financial planning tips you should know as an expat in London
  • A financial advisor is crucial, as they can navigate the tricky, often infuriating process of transferring assets, purchasing new investments, and making sure you are as tax efficient as possible
  • Be sure to choose a wealth manager that you can form a long-term relationship with, one that puts trusted financial advice over all else.
  • They must also be able to give you everything you need, from investment advice to retirement planning solutions.
  • Your wealth manager should also know where to find the best investment talent, no matter where they are, meaning that you get the best investment managers from around the world, particularly as you grow your international presence.

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