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International Wealth Management
Knowledge & Insights

International Wealth Management

Helping clients set up international wealth management and asset management accounts is one of our most popular services. But there’s a lot to know before you proceed. Here are some articles to give you the basics.

Gold bars and a leather document folder on a marble desk beside a vault door, with Alps beyond (AI Art)
  • October 13, 2026

A Swiss Way to Save Thousands on Your Margin Loan

Earlier this year, I wrote about how to use low-cost leverage to boost returns in a Swiss investment account. I ...
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  • June 2, 2026

How to Use Low-Cost Leverage to Boost Swiss Investment Returns

When it comes to investing internationally, our clients broadly fall into two groups… ...
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  • December 16, 2025

International Diversification: Why Don’t More Americans Invest Overseas?

I’ve often had the impression that most Americans invest as if the rest of the world barely matters. ...
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Concept art of an article about Benefits of Foreign Portfolio Investment: vintage globe on wooden desk by window (AI Art)
  • October 14, 2025

Proven Benefits of Foreign Portfolio Investment

Someone was recently referred to us by an existing client. He didn’t know us very well but was concerned about ...
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  • July 9, 2025

Swiss Asset Management for US Investors: Benefits, Risks, and How to Start

As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is ...
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Disclaimer: Nestmann and Roe Consultants Ltd. does not provide investment, tax, or legal advice, and nothing on this website, any document found at Nestmann.com or any materials provided by our team should be construed as such. Before undertaking any action, be sure to discuss your options with a qualified advisor.

Investment Recommendation Legal Notice: Our work is based on what we’ve learned as financial journalists and should not be considered trading advice. It may contain errors and you should not solely base your investing decisions on it. In other words, it’s your money and so your responsibility to make the decision that’s best for you. Do your own due diligence. Don’t use money you can’t afford to lose.

Our customer service team is available to answer your general customer service questions. However, they are not licensed investment, legal, and/or tax advisors and cannot provide you with personalized investment, legal, or tax advice. You agree that no communication between you and our team is to be considered investment, legal, or tax advice.

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The information contained within this website is based on the best research available as of the date of publication. However, the world changes fast and information can become out of date relatively quickly. So, two points: First, before undertaking any action described in this material, please conduct your own due diligence and verify all facts. Second, if you happen to spot an out-of-date fact or figure (or even suspect something is out of date or false), simply get in touch with us and we’ll look into it.

By continuing to make use of services provided by Nestmann and Roe Consultants Ltd., you agree to take full responsibility for your actions, and thus release Nestmann and Roe Consultants Ltd. from any liability associated with your actions.

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Every week, we publish a new insight or strategy to help you understand your international options, weigh the pros and cons, and avoid common (and costly) mistakes. No hype, no jargon — just practical experience from decades of helping Americans invest internationally.

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Here’s Your 5 Vetted, Income-Producing International Properties

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By signing up for this briefing, you’ll also start to receive our popular weekly publication, Nestmann’s Notes. If you don’t want to receive that, simply email moc.n1794537940namts1794537940en@ec1794537940ivres1794537940 or click the unsubscribe link found in every message.

Here’s Your 5 Vetted, Income-Producing Properties in Mexico

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The Nestmann Group does not sell, rent or otherwise share your private details with third parties. Learn more about our privacy policy here.

By signing up for this briefing, you’ll also start to receive our popular weekly publication, Nestmann’s Notes. If you don’t want to receive that, simply email moc.n1794537940namts1794537940en@ec1794537940ivres1794537940 or click the unsubscribe link found in every message.