chasebelgrave.com

What It Is

Chase Belgrave positions itself as an independent financial advisory firm for international clients and expatriates, founded in 2004. According to the website, it has served tens of thousands of clients across more than 100 countries. Its focus is not payment processing or fintech infrastructure, but “cradle to grave” advice across the personal wealth lifecycle, including retirement, investments, wealth management, pensions, life insurance, and international mortgages.

Core Capabilities and Coverage

Its services are largely advisory in nature. Retirement planning helps clients build plans around future income and lifestyle needs; wealth management looks beyond assets to include liabilities, tax, estate planning, pension analysis, and risk factors; lump-sum investment services are designed to assess how to allocate one-off capital; and income-generation strategies target clients who already hold property, stocks, cash, or alternative assets. In terms of coverage, the site says it serves international clients and can provide services through regulatory partnerships in the EU, the UAE, the US, and other regions. However, it also makes clear that it is not regulated globally—for example, it is not regulated in the UK and will refer clients to local specialists where needed.

Pricing and Compliance

The website does not disclose its fee model, advisory fees, commissions, management fees, or minimum asset requirements, so it is difficult to assess its real value for money. Compliance information is disclosed to some extent: Chase Belgrave is supported by Lawsons Network, which is regulated by FINMA as an insurance intermediary under number 37795, is a member of ARIF under number 32974, and belongs to SO-FIIT under number 1202. It is important to note that the regulatory statements on the site mainly relate to advisory activities and insurance intermediary/partner relationships, and do not mean the firm can directly provide full investment services in every market.

Pros, Cons, and Best Fit

Its strengths are clear positioning and an emphasis on independence from banks and insurance companies, making it potentially suitable for individuals with cross-border residency, retirement planning, wealth transfer, or multi-jurisdiction tax coordination needs. The drawbacks are that the website’s information is only moderately complete, with placeholder text and repeated content, and it lacks key details such as clear fees, product lists, investment execution methods, and client asset custody arrangements. It also does not offer payment-service capabilities such as payment methods, settlement cycles, or API integration.

Access from China and Alternatives

Access from mainland China is not mentioned, so its availability is unknown. Chinese users looking for cross-border wealth advisory services should first verify whether the firm can legally serve Chinese residents, how its fees are structured, which licenses apply, and how client assets are held in custody. Alternatives include locally licensed independent financial advisers, private banks, cross-border wealth management firms, or investment advisers regulated in the user’s place of residence.