Group CEO and Head of Investment Advisory at Chase Buchanan Private Wealth Management, Lee Eldridge, shares how the firm is continuing to expand across Europe, why “Trusted financial advice made simple” resonates so strongly, and what expats need to know when planning their financial future abroad.
What makes Chase Buchanan stand out in the private wealth management sector?
At Chase Buchanan, our mission is clear: to provide trusted financial advice made simple. Wealth management can often feel complicated and overwhelming, particularly for expats navigating multiple jurisdictions, currencies, and tax regimes. We simplify the process without diluting the quality of advice. That combination of trust and simplicity has always set us apart.
The firm has seen strong growth in Europe. Where are you focusing on expansion ?
We are growing in key European hubs where expats need tailored support such as Spain, Portugal, Cyprus, France, and Belgium. These are locations where many British expats settle, as well as US and Canadian families relocating for work or lifestyle.
Our focus is to provide high-quality, regulated advice locally, supported by a broader international network. That way, clients know they are in safe hands wherever they move.
Why do expats, particularly British, American, and Canadian clients, choose Chase Buchanan?
The challenges expats face are unique. They are often dealing with cross-border pensions, tax efficiency in multiple countries, and investment strategies that need to align with both home and host regulations.
At Chase Buchanan, we specialise in exactly that. Clients choose us because we are not just financial advisers, we are specialists in expat financial planning. We understand the complexities and translate them into clear, actionable steps that give peace of mind.
Your strapline is “Trusted Financial Advice Made Simple.” How does this play out in practice?
It is more than a strapline, it is a promise. “Trusted” means clients can rely on us to always act in their best interests, supported by strong regulatory oversight and experienced advisers. “Made simple” means we strip away the jargon and complexity.
Whether it is explaining tax implications in plain English or structuring an investment plan that is easy to follow, clients walk away with clarity and confidence.
What does it take to lead a global team of advisers working across multiple jurisdictions?
It requires clear communication, consistent training, and a shared culture of trust. Our advisers operate in different countries with different regulations, but they are united by the same principle of putting clients first.
Importantly, every one of our advisers is a qualified professional in their own right, with the skills and experience needed to deliver high-quality advice. My role is to make sure they have the tools and support to succeed, and that clients receive the same high standards wherever they engage with us.
Financial advice is heavily regulated. How important is compliance to Chase Buchanan’s model?
It is absolutely central. As a regulated firm operating across Europe, we meet the strict standards required to provide financial advice in each jurisdiction.
Regulation gives clients the assurance that their adviser is qualified, accountable, and working in their best interest. We always encourage expats to check that the firm they are dealing with is regulated in the country where they are receiving advice. This is essential for safeguarding their finances and ensuring that advice is both legitimate and reliable.
How are technology and digital tools helping you serve expats more effectively?
Digital tools allow us to stay connected with clients wherever they are in the world. From secure document sharing to virtual consultations, we are able to provide seamless service across borders. For expats, that flexibility is invaluable. We combine digital convenience with human expertise so clients can access advice in the way that works best for them.
What excites you about the future for Chase Buchanan and your clients?
We see enormous opportunity in continuing to support expats in Europe as mobility increases and global work patterns evolve. Our growth will come not just from opening new offices, but from deepening our expertise in areas like pensions, cross-border taxation, and long-term wealth planning.
Most of all, I am excited about helping more families and individuals feel secure as they make life-changing moves abroad.
About Chase Buchanan Private Wealth Management
Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA.
All investments carry risk, including the potential loss of capital. You should carefully consider whether investing is suitable for you, taking into account your personal circumstances, financial situation, and risk tolerance.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15.
