UK expats
Remy Hart
Remy spent seven years trading financial markets independently before moving into advice full time. He joined as a Financial Planner, was promoted to Senior Wealth Manager, and was made Partner within his first year, taking on Head of Wealth Management for the Spanish and Portuguese offices. In his first full quarter he was ranked Top Wealth Manager in Europe across the firm's 500-plus advisers.
He has lived in Marbella as an expat since 2018, and now leads a growing team of advisers across two countries. It's the reason his advice sounds less like theory: he's made the same pension and tax decisions his clients are facing.
US expats
Jacob Shelton
Jacob spent over a decade in US wealth management, including roles at Morgan Stanley and JP Morgan, before he and his wife relocated to Spain. That move is exactly why he now works exclusively with American expats: the retirement accounts, tax reporting and investment restrictions that come with being a US citizen abroad aren't something a local Spanish adviser typically knows how to navigate.
He holds the Global Financial Planner (GFP Fellow) designation, speaks English and Spanish, and has become one of the more visible voices on the financial side of Portugal's Golden Visa program for American clients.
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