Our Head of International Wealth Shares Expertise on Cross-Border Financial Planning
We're proud to announce that Rob Atherton, Head of International Wealth at Melbourne Capital Group, has been featured in the prestigious CII APAC Journal (August-September 2025 edition) in an article titled "Professionalism Without Borders."
Key Insights from the Feature
In this comprehensive piece, Rob explores the evolving landscape of international financial advice, addressing:
Global Mobility Demands:
As international mobility increases, so does the complexity of financial planning for globally mobile professionals, retirees, and entrepreneurs living and working across borders.
Holistic Approach to Financial Planning:
Rob emphasises the importance of transparent, comprehensive financial advice that goes beyond product-focused recommendations to create long-term strategies spanning protection, insurance solutions, savings, investments, and succession planning.
UK Advisory Professional Standards:
The article highlights Melbourne Capital Group's commitment to elevating professional standards in cross-border advice, including our innovative Advisor Academy initiative that develops the next generation of globally competent financial planners.
Client-Centric Financial Solutions:
Rob discusses the necessity of understanding each client's unique circumstances - from their retirement plans and children's education needs to appropriate cross-border insurance coverage and asset protection strategies.
About the Chartered Insurance Institute
The Chartered Insurance Institute (CII) is the UK's premier professional body for the insurance and financial planning industry, with over 125,000 members worldwide. Established in 1897, the CII sets the gold standard for professional qualifications and ethical practices in financial services.
The CII's mission is to build public trust in the insurance and financial planning profession by:
- Setting rigorous professional standards and qualifications
- Promoting ethical conduct and best practices
- Supporting continuous professional development
- Advancing knowledge and expertise across the industry
Being featured in the CII APAC Journal, their flagship publication for the Asia-Pacific region, represents significant industry recognition and underscores Melbourne Capital Group's position as a thought leader in international wealth management. This platform is reserved for sharing cutting-edge insights and best practices that shape the future of financial planning across the region.
As Rob notes in the article: "Planning is where real value is delivered. Holistic, goals-based financial planning should be at the heart of the mission: not focused on selling products, but on helping people live better lives."
Melbourne Capital Group's Professional Partnership
This recognition builds on our recent achievement of CII International Professional Partner Firm status, reinforcing our commitment to:
- Ethical practices and professional excellence
- Exceptional client service standards
- Continuous professional development
- International best practices in wealth management
The full article appears in the CII APAC Journal (August-September 2025 edition). For insights into how Melbourne Capital Group can support your international wealth management needs, email us at info@melbournecapitalgroup.com.
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