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.
