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What We Do | The Pathways
WHAT WE DO

We Help US-Connected Global Citizens Navigate the Complexities of Overseas Wealth Management

  

Our Specialized Solutions

International Pension Solutions

International Pension Solutions

We optimize US retirement plans such as 401(k), 403(b) and IRA for US-connected global citizens. Likewise, our cross-border specialists help US residents manage their UK private pension plans and QROPS.

Global Wealth Management

Global Wealth Management

We offer comprehensive cross-border financial planning that addresses the challenges faced by US-connected global citizens when dealing with multi-jurisdiction tax, compliance and currencies.

 

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Our Process

Your situation is unique. So are your needs. Knowing that, we go beyond generic solutions and provide tailor-fit solutions.

US Pensions Solutions for Non-US Residents

Holistic Assessment

• Gain insights into cross-border circumstance

• Evaluate your investment objectives and risk tolerance

• Analyze the size and status of your retirement plan

Customized Planning

• Develop a personalized strategy designed for your needs

• Determine the most suitable way to optimize your pension

• Address liability sensitivities and potential risk exposure

Strategic Design

• Construct bespoke pension solutions for with your goals

• Design specialized pension portfolios to enhance returns

• Allocate resources strategically to ensure growth

Efficient Implementation

• Execute your customized plan with precision

• Implement pension optimization strategies effectively

• Oversee capital allocation for seamless execution

Adaptive Growth

• Continuously monitor your portfolio performance

• Stay proactive by responding to changing circumstances

• Make adjustments to ensure alignment with your goals

UK Pensions Solutions for US Residents

Comprehensive Evaluation

• Understand your unique cross-border circumstance

• Analyze the current status of your UK pension plan

• Evaluate your investment aspirations and risk profile

Tailored Strategy

• Develop a customized plan designed around your needs

• Determine effective ways to optimize your UK pension

• Address potential challenges and risks

Strategic Crafting

• Create a specialized strategy aligned with your goals

• Customize pension portfolios to enhance outcomes

• Allocate resources effectively to ensure growth

Efficient Execution

• Implement your tailored plan with precision

• Execute pension optimization strategies effectively

• Oversee capital allocation for seamless execution

Adaptable Management

• Regularly track and manage your pension solutionse

• Continuously refine strategies to maximize growth

• Make adjustments to stay aligned with your goals

Overseas Wealth Management

In-Depth Understanding

• Gain insights into your unique cross-border circumstance

• Evaluate your specific investment aspirations

• Understand your investment horizon and risk appetite

Personalized Planning

• Develop a tailored plan to address your unique needs

• Address potential complexities and opportunities

• Determine most suitable approach to manage your wealth

Strategic Customization

• Create bespoke solutions aligned with your objectives

• Design specialized portfolios to optimize international returns

• Allocate resources strategically to ensure global growth

Efficient Implementation

• Execute your personalized plan with precision

• Implement global wealth strategies effectively

• Oversee capital allocation for seamless global execution

Adaptive International Management

• Pro-actively respond to international market dynamics

• Continuously refine strategies to maximize growth

• Make necessary adjustments to ensure goal alignment

Understand and Assess

Comprehensive assessment of your financial goals, challenges, and unique circumstance.

  1. Gain deep insights into your financial goals and circumstances


  2. Evaluate your specific investment objectives

  3. Analyze the size and status of your financial plan

Tailored Planning

Based on our understanding of your situation, we develop a customized strategy for you.

 

  1. Develop a customized plan that fits your unique needs

     

  2. Consider relevant factors like plan size, funding status, and materiality

     

  3. Determine the most suitable discount rate methodology

     

  4. Address liability sensitivities and potential risk exposure

Strategic Construction

Continuously adapt our strategies, ensuring they remain aligned with your risks and goals.

 

  1. Craft a strategic portfolio solution aligned with your objectives

     

  2. Create bespoke liability benchmarks for accurate measurement

     

  3. Design specialized liability-hedging portfolios

     

  4. Allocate capital to external managers as needed

Our Process

Case Studies