DTB Wealth Management associate Partner of VIA International

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DTB Wealth Management associate Partner of VIA International

Informations de contact, plan et itinéraire, formulaire de contact, heures d'ouverture, services, évaluations, photos, vidéos et annonces de DTB Wealth Management associate Partner of VIA International, Conseiller financier, Futuropolis, Parc de la Grande Plaine, 8 Rue Maryse, Toulouse.

18/12/2023

Expat finance expert explains how to beat the rate race in 2024

You can increase your income by using inflation to your advantage, says Daniel Butcher Rising inflation is generally perceived with negativity, but in the current climate it can bring expats financial gain. Holders of an Assurance Vie – an insurance-based investment scheme – or those who take ou...

24/11/2023

Make sure the Financial Adviser you meet or contacts you is regulated! In France only CIF’s are regulated.

If the person contacting you is not in France, he is passporting his rights, and is allowed to, but is he covered by French civil liability and does he know anything about French laws… Example : does a Spanish adviser know anything about French civil Law and Assurance vie ??? What is your opinion ...

29/09/2023

https://www.dtbwealthmanagement.com/financial-advice-in-france/market-update-september-2023/

In the September market Commentary
• Markets turn negative on further rate rise fears
• Crypto products based on spot prices look set for launch
• Understanding Bitcoin’s Price Movement

MARKETS TURN NEGATIVE ON FURTHER RATE RISE FEARS August turned into a poor month for both equities and bonds as surging US rate expectations and weaker growth in Europe and China challenged the Goldilocks scenario. Erratic price action was exacerbated by thin summer liquidity although markets did st...

27/06/2023

https://www.dtbwealthmanagement.com/uk-pensions-in-france/should-expats-in-france-choose-a-contract-or-trust-qrops-pension-scheme/

One is less recognised in France and could create tax problems, warns expat financial adviser Daniel Butcher. For expats transferring a UK pension to France, the Qualifying Recognised Overseas Pension Scheme (QROPS) is widely recognised as the best option. But which is the most effective solution, a...

10/05/2023

https://www.dtbwealthmanagement.com/uk-pensions-in-france/how-to-move-your-uk-pension-to-france-with-a-tiny-tax-rate/

If you’re worried about moving your UK pension to France because of high taxes, try this method from expat wealth expert Daniel Butcher. Not only will you be taxed lightly, but the transfer time will be faster than expected… France is the most advantageous country in Europe when it comes to buyi...

17/11/2022

If your portfolio isn’t generating the income you’d planned for, there is an alternative solution, says Daniel Butcher of DTB Wealth Management.

If your portfolio isn’t generating the income you’d planned for, there is an alternative solution, say DTB Wealth Management.

23/09/2022

https://www.dtbwealthmanagement.com/financial-advice-in-france/market-update-september-2022/

The war, inflation, hefty central bank interest rate hikes and the prospect of recession continue to weigh on investor sentiment. The S&P 500 has lost 16% year-to-date and the MSCI Europe (ex-UK) Index has fallen by 15%.

AUGUST STOCK MARKET RECOVERY KNOCKED BY HAWKISH JACKSON HOLE MESSAGING Developed stock markets sank again at the end of August in the wake of the Jackson Hole central bank get together where it became clear that central bankers were still firmly focused on tackling high inflation with further higher...

23/09/2022

https://www.dtbwealthmanagement.com/life-insurance-france/assurance-vie-opens-door-to-flexible-lombard-loan-borrowing-in-france/

French expats with an Assurance Vie policy can easily benefit from France’s Lombard loan opportunity by leveraging the private banking system, says wealth expert Daniel Butcher of DTB Wealth Management. Lombard loans (crédit lombard), a loan that is taken out against liquid assets, are an effecti...

06/09/2022

https://www.dtbwealthmanagement.com/financial-advice-in-france/market-update-august-2022/

INFLATION FEARS LEAD TO RALLY IN EQUITIES AND BONDS Equity and bond markets regained some ground during July after the worst first half year for decades. The graph below demonstrates how turbulent this year has been for the global economy and markets. The latest concern is that the Fed’s rate hike...

06/09/2022

https://www.dtbwealthmanagement.com/financial-advice-in-france/market-update-july-2022/

Worst first-half market performance for half a century Stock markets notched up their worst first-half performance since 1970 in the face of fears that tackling sky-high inflation may come at the cost of the global economy’s post-Covid recovery. Recession has become the watchword for investors who...

06/09/2022

https://www.dtbwealthmanagement.com/investment-in-france/expat-financial-adviser-tests-investment-schemes-and-discovers-jackpot/

Should British expats in France simply draw a Defined Benefit pension, invest in a QROPs or take out an Assurance Vie? The most lucrative result combines all three, says financial expert Daniel Butcher. Many UK expats, over the age of 55, who move to France, will take annuities from their Defined Be...

06/09/2022

https://www.dtbwealthmanagement.com/financial-advice-in-france/market-update-june-2022/

MARKETS VOLATILE BUT CHINA STIMULUS LIFTS MOOD It was an exceptionally volatile month for stock markets with the main developed market indices losing substantial ground before experiencing a bear market rally in the closing days of May. A trifecta of factors was behind this turbulence: hawkish centr...

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