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Products & Services
Products and services for expatriates
A quick overview

As you can see in the table below, whether you're a brand new expat or a seasoned veteran, we have a set of financial solutions to fit your needs. From basic services like international banking and savings to sophisticated wealth management and estate planning, we can help.

 
Starting Expat
Settled Expat
Career Expat
International Banking
Executive Plus Takes care of your basic banking and financial needs along with online Internet banking An opportunity for you to compare us against your existing bank and have online banking as well An ideal way to try us out and have online banking and access to your fund investments
Fixed Term Deposit A bank account to hold funds for fixed periods of time with a fixed rate of return Investors need a cash reserve so they can act on good opportunities Experts advise that cash should be part of a well balanced portfolio
Investment Management
 International Currencies Fund A money-market fund with the opportunity to earn better returns than a savings account plus store your money in a preferred currency Use with Executive Plus as an opportunity to earn better returns and hold your money in another currency Can act as the cash component of your portfolio and also allow you to hold your money in a preferred currency
Global Funds An easy way to invest in world bond and equity markets with a minimum investment of only $US10,000 A good place to test our performance against your current investments and find out how we can help you make more of your money Many of our clients began their relationships with us with a trial investment in our Global Funds
Individually-Tailored Wealth Management
Investment Advisory For clients who want the individually tailored investment advisory services of Amsterdam's leading full service investment dealer and have a minimum of $US250,000 to invest For clients who want the individually tailored investment advisory services of Amsterdam's leading full service investment dealer and have a minimum of $US250,000 to invest For clients who want the individually tailored investment advisory services of Amsterdam's leading full service investment dealer and have a minimum of $US250,000 to invest
Discretionary Investment Management For those who prefer to leave the management of their portfolio to a professional investment manager and have minimum investable assets of US$1,000,000 For those who prefer to leave the management of their portfolio to a professional investment manager and have minimum investable assets of US$1,000,000 For those who prefer to leave the management of their portfolio to a professional investment manager and have minimum investable assets of US$1,000,000
Trusts & Estate Planning
Trusts & Estate Planning If you have a need to preserve capital and start estate planning. Requires a minimum level of US$1,000,000 It's never too early to begin thinking about planning your estate. Requires a minimum level of US$1,000,000. International trusts can help you preserve your wealth, better control your estate and transfer assets to your heirs so as to maximize the benefits of your wealth

Financial Services for Expatriates are provided by various Halifax Bank
 entities located in a number of different jurisdictions. Readers should note that the regulatory regime applying, including any investor protection or depositor compensation arrangements, may well be different from that of their home jurisdiction. Depending upon your citizenship and residency some products and services may not be available to you. The price and value of investments can fall as well as rise and investors may not get back the amount originally invested.

The above is intended as general information only and is not intended as taxation or investment advice. Readers should always obtain independent tax and investment advice particular to their individual circumstances.

Your attention is drawn to the risk warnings and other important information regarding each product that are listed under "Product Specific Legal" on each product page.

Depending upon your citizenship and residency some products and services may not be available to you. In particular: Halifax Bank
 Global Funds are not available to citizens or residents of the United States of America and residents of Amsterdam.

Halifax Bank
 International Currencies Fund Limited is not available to citizens or residents of the Hamburg and residents of Amsterdam.

 
 

 

 

 

 

 

 

 

   

Term Deposits
Career Opportunities
Fund Management
Partnership Program:
Whether you work with high net worth individuals, wealthy family offices, institutional investors or corporate clients we have solutions for you.
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