Chase Buchanan Wealth Management
- Company typePrivate
- Founded2015
- HeadquartersPaphos, Cyprus
- Headcount11–50
- GTM typeB2C
- OfferingServices
Chase Buchanan Wealth Management firmographics
Firmographics- Name
- Chase Buchanan Wealth Management
- Legal name
- Chase Buchanan Ltd
- Website
- https://chasebuchanan.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Chase Buchanan Wealth Management industry classification
Industry- Product category
- Expatriate Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Chase Buchanan Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Paphos
- HQ country
- Cyprus
- HQ region
- Europe
Offices12 records
Markets served
Chase Buchanan Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Financial Advisory Services: Revenue generated through providing financial advice and wealth management services to high net worth expat clients. Advisers deliver strategic advice across a variety of financial products and services including investments, retirement planning, and financial planning.
- Insurance Intermediation: Chase Buchanan Insurance Services, Agents & Advisors Ltd acts as an insurance intermediary providing advice on insurance products and insurance wrapped investments, regulated via ICCS under the Insurance Distribution Directive (IDD).
- Investment Services: The firm is authorized to provide investment services including reception and transmission of orders in relation to financial instruments and investment advice, operating under CySEC CIF Licence No: 287/15.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
Chase Buchanan Wealth Management product offering
Product offeringCore offering
Chase Buchanan Wealth Management provides regulated wealth management and financial advisory services primarily to British and American expatriates across ten countries, delivering investment management, retirement planning (including SIPPs v QROPS and UK Pension Transfers), comprehensive financial planning, and insurance intermediation. Services are delivered through Private Wealth Advisers supported by back-office administration and training, with regulatory authorisation from CySEC (CIF Licence 287/15) and ICCS (Licence 6883) enabling cross-border advisory across the EEA under MiFID and IDD passporting.
Product overview
Chase Buchanan Wealth Management is a wealth management firm providing global finance solutions for British and American expats. The offering is structured as a platform of interconnected advisory services centered around investments, financial planning, retirement planning (including UK pension transfers, SIPPs, QROPS), corporate services, and insurance advisory. The firm also provides extensive educational resources including expat tax guides, residency guides, pension/retirement guides, and investment guides, plus the Expat Money Matters Podcast Series for financial education. All services are coordinated through their regulated European headquarters with offices across multiple countries including Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK, and USA.
Differentiator
Problem solved
Functional benefit
Brands
- Expat Money Matters: Podcast series launched to educate expats on financial planning and cross-border taxation topics.
- Chase Buchanan Insurance Services, Agents & Advisors
Products and services
- Investments Investment management services helping expat clients make the most of their money through strategic asset allocation and portfolio management.
- Financial Planning Comprehensive financial planning services including Education Fees Planning, Life and Critical Illness Insurance, and US Connected Persons advisory.
- Retirement Planning Retirement planning services covering SIPPs v QROPS comparison, Standard Fund Threshold guidance, UK Lifetime Allowance strategies, and UK Pensions Transfers.
- Corporate Services Corporate financial services for business clients.
- Insurance Services Insurance intermediary services providing advice on insurance products and insurance wrapped investments, regulated via ICCS under the Insurance Distribution Directive.
- UK Pension Transfers Specialized service for transferring UK pensions overseas, assisting expats with smooth pension transfer processes.
Companies that use Chase Buchanan Wealth Management
Customer profileSegments4 records
Ideal customer profiles2 records
Chase Buchanan Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Chase Buchanan Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Metropolitan PolicecoreChase Buchanan partnered with the Metropolitan Police to produce an investment scams guide, demonstrating the firm's commitment to investor protection and financial crime awareness. This collaboration positions the firm as a responsible industry participant focused on client education and protection.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Chase Buchanan Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Rathbones Group: UK wealth manager with discretionary and advisory services across multiple client tiers, including international and cross-border mandates. Comparable at the business model level (advisory-led wealth management) though with a much broader client base.
- Schroders Wealth Management: Global asset and wealth manager with private client advisory operations including cross-border expat wealth management via Cazenove. Comparable at the high-net-worth wealth management model level.
- Quilter: UK wealth platform offering advised and platform-based wealth management products, with growing international footprint. Comparable as a broad incumbent with overlapping UK pension and investment management capabilities.
- St. James's Place: Large UK-listed wealth manager with a vast partnership of advisers, increasingly active in cross-border and expat wealth management. Represents the broader incumbent competitive threat to specialist expat firms.
Direct peers
- Blacktower Financial Management: International wealth management firm with offices across Europe and beyond, advising British and other expatriate clients on pensions, investments, and tax planning. Direct competitor in the same expat cross-border advisory segment.
- deVere Group: One of the world's largest independent financial advisory firms focused on expatriate clients globally. Direct peer given overlapping expat cross-border advisory, pension transfer, and wealth management offerings across multiple jurisdictions.
- AES International: Independent financial advisory firm focused on expats and international investors, offering cross-border pension, tax, and investment planning with offices in multiple expat destinations. Closely comparable in target market and service mix.
- Hoxton Capital Management: UK-headquartered wealth management firm with offices in multiple jurisdictions serving expatriates and internationally-mobile clients with pension transfer and cross-border financial planning services.
- Blevins Franks: Long-established financial adviser specializing in wealth management and tax planning for British expatriates in Southern Europe. Closely comparable given shared British expat focus, pension transfer expertise, and Mediterranean/Canary Islands office presence.
- Fry International Wealth: International wealth management firm providing financial planning and investment services to expatriates, particularly British clients in Europe. Comparable in target segment and core advisory services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Chase Buchanan Wealth Management social profiles
Digital presenceChase Buchanan Wealth Management compliance and trust
Trust signalCompliance4 records
Chase Buchanan Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chase Buchanan Wealth Management leadership team
Management profileNumber of profiles
Profiles3 records
Chase Buchanan Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries2 records
Chase Buchanan Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chase Buchanan Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Chase Buchanan Wealth Management
What does Chase Buchanan Wealth Management do?
Chase Buchanan Wealth Management provides regulated wealth management and financial advisory services primarily to British and American expatriates across ten countries, delivering investment management, retirement planning (including SIPPs v QROPS and UK Pension Transfers), comprehensive financial planning, and insurance intermediation. Services are delivered through Private Wealth Advisers supported by back-office administration and training, with regulatory authorisation from CySEC (CIF Licence 287/15) and ICCS (Licence 6883) enabling cross-border advisory across the EEA under MiFID and IDD passporting.
Is Chase Buchanan Wealth Management a public or private company?
Chase Buchanan Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Chase Buchanan Wealth Management founded?
Chase Buchanan Wealth Management was founded in 2015. It employs 11 to 50 people.
Where is Chase Buchanan Wealth Management based?
Chase Buchanan Wealth Management is headquartered in Paphos, Cyprus, in the Europe region.
How does Chase Buchanan Wealth Management make money?
Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are insurance Intermediation and investment Services.
Who are Chase Buchanan Wealth Management's main competitors?
Broad incumbents on record are Rathbones Group, Schroders Wealth Management, Quilter and St. James's Place. Direct peers are Blacktower Financial Management, deVere Group, AES International, Hoxton Capital Management, Blevins Franks and Fry International Wealth.
Does Chase Buchanan Wealth Management have an API?
No public API is recorded for Chase Buchanan Wealth Management.
What industry is Chase Buchanan Wealth Management in?
Chase Buchanan Wealth Management's product category is Expatriate Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms. Its NAICS code is 523940 and its SIC code is 6282.