Your International Money Adviser
I help global citizens, international familes, and expats invest, retire, and plan for their financial future.
Let's TalkWhat I Do
Investing
How do I make my portfolio grow? How do I generate income from my investments? How can I diversify my investments internationally? Are my investments tax and cost efficient? How do I manage currency risk? Tariq answers these and many more investment questions for clients every day.
Financial Planning
This includes savings, budgeting, tax planning, retirement planning, and estate planning, including how to make the best use of pensions (including IRAs, 401(k)s, and Swiss 1e, 2nd pillar, and 3a plans), trusts, and foundations. Here we answer questions including: Will my family reach our goals? How do I make sure I'm not paying too much in taxes? What do I need to consider when moving to or retiring in a foreign country?
Wealth Management
We provide full service opening and management of investment accounts for you. We work with your choice of bank or brokerage platform including Charles Schwab, Interactive Brokers, and UBS, among others.
This is the execution part of the plan.About
I'm Tariq Dennison. I provide investment advice, financial planning, and wealth management for internationally mobile professionals and families, especially Americans outside the US, and non-Americans with assets or family members in the US. I am registered as an investment adviser in Switzerland under Pearl & Rhein GmbH with registration ID TD29106, in the United States under GFM Asset Management LLC CRD #283810, and in Hong Kong as a responsible officer of GFM Group Limited, CE Ref BGT035. For managing Swiss bank accounts, I'm proud to be a partner of the Basel-based wealth management firm INFIBA Vermögensverwaltungs AG. Those are a lot of licenses and registrations, but that is just the minimum needed to be able to advise and manage client investment accounts across America, Europe, and Asia!
Learn MoreHave Questions?
If you have about investing, US and Swiss tax planning, international retirement, or other financial topics, I'm always happy to hear from you and see if there's anything I can do, and if not, if there's a specialist in my network I can refer you to.
Get in Touch