Harrison Brook - Expat Financial Advice

Harrison Brook - Expat Financial Advice Harrison Brook is the leading international online broker of expatriate financial services products.

We provide the global expat community the best value international pensions, investments and insurance services from the worlds leading investment firms.

The Harrison Brook team is now taking a festive break and will reopen on Monday 5th January.Thank you to our clients and...
25/12/2025

The Harrison Brook team is now taking a festive break and will reopen on Monday 5th January.

Thank you to our clients and partners for your continued support throughout the year.

We wish you a relaxing and enjoyable holiday spent with family and loved ones 🎄

We look forward to reconnecting in the New Year.

🇮🇹 The Italian Job Rally 2025, Team 63 proudly sponsored by Harrison Brook 🚗💨Harrison Brook is delighted to be sponsorin...
14/10/2025

🇮🇹 The Italian Job Rally 2025, Team 63 proudly sponsored by Harrison Brook 🚗💨

Harrison Brook is delighted to be sponsoring Team 63 in this year’s Italian Job Rally, celebrating the 35th anniversary of this iconic charitable event inspired by the 1969 film.

After a smooth journey from France, Team 63 arrived in Imola, narrowly avoiding disqualification at scrutineering for lacking a UK sticker, and committing the classic Italian mistake of ordering cappuccinos after 11 a.m. 😬

Thirty cars are taking part this year, mainly Minis, with a few surprises including a Fiat 500 Abarth and an Aston Martin DB9. Early stages took the teams through the hills of Emilia Romagna, the village of Dozza, and several challenging time trials among the vineyards.

Day three saw the convoy head to Rimini and on to the Republic of San Marino, where Team 63 secured a respectable 12th place. The service crew have been working hard to keep the older Minis on the road, from clutch changes to the occasional morning push.

Saturday’s highlight was a return to the Imola Circuit, complete with a McLaren safety car and a sunrise photo under the famous sign. The rally then climbed into the Futa Pass, part of the Mille Miglia route, before finishing the day in Montecatini Terme.

Sunday brought a visit to Podere Cavozzoli, an artisan olive-oil estate in Tuscany, where quality and sustainability are the top priorities.

Team 63 remains in the top half of the leaderboard, flying the Harrison Brook colours with pride as the rally continues south.

⏰ Just one day to go!🇺🇸➡️🇫🇷 Join us tomorrow for our free webinar:“Moving to France — All You Need to Know”🗓 25 Septembe...
24/09/2025

⏰ Just one day to go!

🇺🇸➡️🇫🇷 Join us tomorrow for our free webinar:

“Moving to France — All You Need to Know”

🗓 25 September
🕔 17:00 CEST | 11:00 EDT | 08:00 PDT

Our panel of experts will cover:

✔️ Relocation & practicalities
✔️ Accounting & tax considerations
✔️ Financial planning & advice

🎤 Live Q&A included, bring your questions!

👉 Don’t miss out: https://luma.com/rzz4a3s0

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🇺🇸➡️🇫🇷 Thinking about moving to France?Relocating as an American expat means more than packing your bags. You’ll face im...
22/09/2025

🇺🇸➡️🇫🇷 Thinking about moving to France?

Relocating as an American expat means more than packing your bags. You’ll face important questions like:

💡 How will my 401(k), IRA or Roth IRA be taxed in France?
💡 Which investments remain compliant under US rules abroad?
💡 What are the practical steps to settle smoothly?

We’ll tackle these challenges, and more, in our upcoming webinar:

“Moving to France — All You Need to Know”

🗓 25 September
🕔 17:00 CEST | 11:00 EDT | 08:00 PDT

🎤 Panel of experts across financial planning, accounting & relocation

💬 Live Q&A to answer your questions

👉 Register now: https://luma.com/rzz4a3s0

👋 Meet the experts behind our upcoming webinar: “Moving to France — All You Need to Know” 🇺🇸➡️🇫🇷We’ll be joined by four ...
20/09/2025

👋 Meet the experts behind our upcoming webinar:

“Moving to France — All You Need to Know” 🇺🇸➡️🇫🇷

We’ll be joined by four specialists who will share practical, accounting, and financial insights tailored for American expats:

🔹 Randy Landsman (Beacon Global Group) – CEO, leading cross-border wealth management for US-connected families.

🔹 Jerome Perkins, CFP® | CFA (Harrison Brook) – Independent, fee-based financial adviser helping US expats structure their wealth internationally.

🔹 Benjamin P*k (Expand CPA) – US Certified Public Accountant, guiding clients through US–France tax complexities.

🔹 Ann Déla Victoria (Easystart) – Relocation expert supporting expats with the practical steps of moving to France.

🗓 Date: 25 September

🕔 Time: 17:00 CEST | 11:00 EDT | 08:00 PDT

🎤 Together, they’ll cover relocation, accounting, and financial planning essentials, and answer your questions live.

👉 Save your spot: https://luma.com/rzz4a3s0

🌍 Are you an American Expat thinking of making the move to France? 🇺🇸➡️🇫🇷We’re excited to announce our upcoming webinar:...
19/09/2025

🌍 Are you an American Expat thinking of making the move to France? 🇺🇸➡️🇫🇷

We’re excited to announce our upcoming webinar:

“Moving to France — All You Need to Know”

🗓 Date: 25 September
🕔 Time: 17:00 CEST | 11:00 EDT | 08:00 PDT

Join our expert panel as we cover the three key areas every American expat should prepare for:

✅ Relocation & practicalities
✅ Accounting & tax considerations
✅ Financial planning & advice

This will be an interactive session with time for Q&A, so bring your questions!

👉 https://luma.com/rzz4a3s0

📊 Harrison Brook Selected Portfolios – August Performance UpdateAugust was a quieter month across markets, but we’re ple...
04/09/2025

📊 Harrison Brook Selected Portfolios – August Performance Update

August was a quieter month across markets, but we’re pleased to report positive returns across all HB Selected Portfolios in all currencies (GBP, EUR, USD). ✅

🌍 Highlights

GBP Portfolios: Steady growth across the range, with Cautious Income +0.81% in August and Aggressive +0.44%, delivering strong 3-year numbers (+22.26%).

EUR Portfolios: Balanced portfolios delivered positive monthly returns, with Aggressive +0.80% in August, 3-year performance +23.32%.

USD Portfolios: The standout performer – Aggressive +2.79% in August, +39.25% over 3 years. Diversified US Equity also led at +2.87% for the month.

Passive Portfolios: Solid performance across the board, particularly in USD where Aggressive delivered +2.99% in August.

📰 Market Context

US Dollar weakness appears to be easing, shifting focus back to government debt levels and inflation.

France’s upcoming vote of confidence and UK political uncertainty remain on investors’ radars.

Small Caps and Global REITs led markets in August as investors priced in potential US rate cuts.

Year-to-date, Emerging Markets are leading, while bonds continue to lag.

📌 Takeaway: Harrison Brook’s diversified portfolio approach continues to deliver consistent positive performance across currencies and risk levels, even in a mixed market environment.

To find out more, don't hesitate to get in touch via our website on www.harrisonbrook.com

🇪🇺🇬🇧 Momentum Is Returning to European and UK MarketsAfter years of trailing US markets, European and UK equities are fi...
22/07/2025

🇪🇺🇬🇧 Momentum Is Returning to European and UK Markets

After years of trailing US markets, European and UK equities are finally having their moment in 2025. Here's what's driving the change:

📈 The Fundamentals

• Euro Area GDP up 1.5% in Q1 - sixth straight quarter of growth
• Inflation stable around 2% target
• Germany unveils €500B infrastructure investment plan
• FTSE 100 breaks through 9,000 for the first time

🎯 The Opportunity

European stocks trade at a -35% discount to US markets, with UK equities at an even deeper -42% discount. Meanwhile, dividend yields are nearly 3x higher than US equivalents.

💡 Key Insight for Investors

Unlike the US where index tracking works well, European markets require a different approach. With sector returns ranging from -27% to +55% across different countries, stock selection becomes crucial.

🌍 How This Affects Expats

As an expat, navigating these opportunities while managing cross-border tax implications and currency exposure requires specialist expertise. At Harrison Brook, we help expats position their portfolios to capitalise on these market shifts while ensuring compliance across jurisdictions.

Ready to explore how these market opportunities fit your expat financial strategy?

👉 Get started with a consultation: www.harrisonbrook.com

📈 May 2025 Portfolio Update – Harrison Brook Selected Model PortfoliosWe’re pleased to share that May was a positive mon...
20/06/2025

📈 May 2025 Portfolio Update – Harrison Brook Selected Model Portfolios

We’re pleased to share that May was a positive month across all our portfolios, with strong performance driven by growth equities and a rebound in US markets.

✅ GBP Portfolios saw gains across the board, with Aggressive up +3.67% and Balanced up +2.38%
✅ EUR Portfolios delivered similar strength, with Aggressive up +4.63% and Balanced up +3.04%
✅ USD Portfolios outperformed, with Aggressive up +4.48% and Diversified US Equity leading at +6.03%
✅ Passive Strategies also delivered, particularly in USD where returns ranged from +3.09% to +4.88%

🌍 Developed markets outpaced emerging markets in May, while risk assets like high-yield bonds led the way in fixed income.

Despite a quiet month for currencies, dollar weakness continues to influence international portfolio returns. Overall, our diversified approach continues to navigate global trends effectively.

If you're looking for clarity and consistency in your investments, we’re here to help.

📈 Q1 2025 Market Insights – Harrison Brook Quarterly Bulletin 🌍A rollercoaster quarter in global markets! Here's what st...
10/04/2025

📈 Q1 2025 Market Insights – Harrison Brook Quarterly Bulletin 🌍

A rollercoaster quarter in global markets!

Here's what stood out:

🔻 US stocks tumbled amid tariff turmoil and rising volatility
📊 European equities led the way with surprise gains
📉 Bitcoin saw its worst Q1 since 2018
💰 Gold surged 19% while energy and health care topped sector charts
🇺🇸 Trump’s new tariffs sent shockwaves across markets post-quarter

📌 Our team rebalanced portfolios to capture value outside the US, staying aligned with client risk profiles and long-term goals.

📥 Read the full Q1 2025 Bulletin here 👉 https://shorturl.at/bZSW4

Adresse

1752, Route Nationale 7
Villeneuve-Loubet
06270

Heures d'ouverture

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Mardi 08:00 - 18:00
Mercredi 08:00 - 18:00
Jeudi 08:00 - 18:00
Vendredi 08:00 - 18:00

Téléphone

+33 (0) 492080641

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