Black Swan Capital Europe is delighted to announce that we have won the prestigious International Adviser Excellence in Client Service award, Europe. International Adviser is the leading publication for professional financial services firms around the world.
We beat hopefuls from across the EU to clinch the coveted title for 2021, which recognises financial advice firms that go the extra mile to deliver excellent service and the best outcomes for clients.
Judges were impressed with our commitment to delivering the highest levels of independent investment and financial advice to expats, while also providing exceptional value for money.
This reflects our underlying philosophy: expats and international professionals in Europe deserve a better deal.
Commenting on the win, our chief executive officer, David Bellingham, said he was delighted to receive the award and paid tribute to everyone within Black Swan Europe for their client-focused approach and hard work.
“This award is a recognition of everyone’s tireless work to deliver an excellent service and great outcomes for clients,” he explained.
“We believe that expats in Europe deserve the very highest standards of advice as their situation is often complicated.
“This means that every solution has to be tailored to their individual circumstances, is based on a deep understanding of the regulations that affect them, and is explained in a straightforward and understandable way.”
As a cornerstone of our business is to provide value for money, we offer a transparent tiered charging structure with clearly defined charging rates.
Judges were impressed by the fact that, where our advisers feel they cannot add value to a client, we explain this and look for a more appropriate arrangement.
Recognition of a first-class service
If you’re a client of Black Swan Europe, you’ll also know we aim to deliver a first-class service by ensuring we’re always available to clients and prospective clients.
That’s why we have dedicated relationship managers who act as a point of contact if you cannot reach your adviser straight away.
This helps provide peace of mind that an enquiry has been noted and your adviser will be in contact as soon as possible to discuss it with you, or to let you know what action they will be taking.
Another way we aim to keep you up to date is using technology-focused work processes that allow us to offer the best possible advice and service to international professionals across Europe. Judges will undoubtedly have noticed one of the more unusual ways we do this, which is to host a radio broadcast every other Friday.
Called the “Friday Finance on Expat Radio”, it provides commentary on current events and guidance for expats in Europe in an informative and engaging way.
As a company, we have specific country of residence expertise that includes the Netherlands, Germany, Austria, Italy, France, Spain, Portugal, Denmark, Czechia, Croatia and Belgium.
Besides this, we also have expertise and tailored solutions wherever you are from, including for British, Australian, South African, and US citizens, and US-connected individuals.
Expats from the US, as a group, have been consistently overlooked in Europe due to the complexity of FBAR and FATCA – the international tax reporting obligations that exist around Americans.
Our focus and demonstrated expertise with Americans in Europe have meant that they are now our second-largest demographic, with many new US-connected leads coming to us from existing clients.
“We feel this highlights that, for everyone here at Black Swan Europe, it’s not about taking the path of least resistance, but about doing what’s right for the client,” Managing Director, Edward Mainwaring-Burton added.
“We are sure it was this approach that was recognised by the judges and the reason we have been named winner of this highly sought-after award.”
Get in touch
If you are an expat in Europe and would like to discuss how we might be able to help you, please contact us. Simply email us at [email protected], we’d be happy to talk.