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Investment Excellence from Blevins Franks
Services / Investment Excellence

Investment Excellence

Our PhilosophyCashDiversificationInvestment managersA dedicated team

We have decades of experience providing personal investment advice to expatriates living in Spain, France, Portugal, Cyprus and Malta. Also supporting British residents and clients who are living in the UK or returned to the UK after living abroad.

We listen and understand your needs and current situation to pull together the right investment strategy for you.

Our Philosophy

Markets rise and fall, but long-term investing has consistently rewarded patience and resilience. That is why our approach is grounded in historical evidence and disciplined portfolio construction, rather than reacting to short-term noise.

We believe that a well-diversified portfolio, built using carefully selected investment solutions, provides the foundation for achieving long-term financial objectives, whether that is retirement planning, wealth preservation or supporting future generations. Just as importantly, we help clients remain focused on their long-term goals during periods of market uncertainty, reducing the temptation to make short-term decisions that could undermine long-term investment outcomes.

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Resilience of global equity markets

Your long-term plan matters more than short-term noise

Attempting to time the market is frequently based around emotions rather than your long-term plan. If we ride out these emotions and stay in the market, we can see optimal results.

Emotions can cloud decision making

Why cash is not always king

Holding cash can feel safe, especially during volatile periods. However, over the long term, cash often struggles to keep pace with inflation and may reduce the growth potential of your wealth.

Equities and diversified portfolios provide greater opportunity for long-term returns, which can be essential when planning for retirement or funding future lifestyle goals. While market downturns can be uncomfortable, history shows that investors who stay invested are more likely to benefit from recoveries and long-term growth.

That said, the right balance between cash and investments depends on your personal circumstances. Your adviser will help you understand your risk appetite, time horizon and income needs, ensuring your strategy is built around what matters most to you.

Odds of cash outperforming equities

Diversification is key

Preserving the capital you have built through your career or business is a priority. That is why we advocate for diversification as a core part of our investment approach.

By spreading your portfolio across different asset types, sectors and geographic regions, we can reduce overexposure to any single area. Diversification helps smooth returns over time and can reduce the impact of volatility, without compromising long-term growth potential.

Our aim is not simply to chase performance, but to build a resilient investment strategy that can support your plans through different market environments.

How asset classes rank each year

Access to the world’s best investment managers

The investment world can feel complex, with countless funds, strategies and market opinions. Our role is to guide you through that investment ‘maze’.

We believe strong long-term outcomes come from combining the right investment strategy with specialist expertise. That is why we partner with carefully selected investment managers with proven track records and robust investment processes.

Rather than relying on a single approach, we work with a range of respected firms who each bring different strengths. This allows us to match you with the most suitable investment solution based on your objectives, time horizon, and attitude to risk.

Performance of Blevins Franks Russell Investments risk rated portfolios
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BlackRock Rathbones Royal London Asset Management (RLAM) Russell Investments
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A dedicated team

Working alongside your adviser, our investment team works behind the scenes to ensure your portfolio remains aligned with your objectives.

We maintain close relationships with our investment partners, monitor performance, and keep up to date with global markets and economic developments. This allows us to provide informed oversight and communicate clearly with you as conditions change.

You benefit from a joined-up service, combining personal advice with a wider team focused on investment research, due diligence, and ongoing monitoring.

Investment Excellence dedicated team
Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.
Make an Enquiry
28 St James’s Square, London SW1Y 4JH
Gasan Centre, Triq il-Mergħat, Zone 1, Central Business District, Mrieħel CBD1020
+44 (0)20 7389 8133 Make an Enquiry

We want people to be able to easily access and understand the information we provide, so if you need further help to access information on this website or key documents in a different format or setting, please contact us via your Blevins Franks adviser, by email or by phone.

[email protected]   +44 (0)20 7389 8133.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.

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