Belgian adviser Dunhill merges with rival Cross Border Planning

Added 19th September 2016

Two of Belgium’s largest advisory firms for US expats Dunhill Financial and Cross Border Planning have announced they will merge.

Belgian adviser Dunhill merges with rival Cross Border Planning

Dunhill, which as part of the merger will be renamed Cross Border Planning, said the partnership will help “build out the niche of financial services for expats”.

 “The aim is to create an environment of trust, discretion and confidence through offering personalised solutions. Through aggregated planning we will be in a position to help with every aspect of financial planning.

“Our services range from short and long-term financial planning to pension planning and individualised portfolio management,” said the Brussels-based advisory firm.

The “multi-million dollar” deal means the combined firm will have eight employees, who will be tasked with managing "several projects that include US, European, insurance and a couple asset management projects", added Dunhill. 

Dunhill Financial is a firm of international financial planners who primarily work with English-speaking expatriates, specialising in advising US citizens living in Belgium.

The firm has set up a full robo-adviser, OmniWealth.eu, to help clients set up investment accounts at low cost, which also posts short video clips on YouTube explaining financial concepts to US expats. 

Meanwhile, operating in Belgium since 1989, Cross Border Planning focuses on British and US expats across Europe. 

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Monira Matin

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Monira joined International Adviser in March 2016 from Informa Global Markets where she worked as a eurobond reporter for over two years, covering fixed income markets. She has previously held a number of editorial positions covering politics, insurance and technology. Monira has a degree in Journalism and Economics from City University.

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