About Us
Loadstone Group provides comprehensive wealth management services to individuals and families around the world. As one of the longest-standing independent firms in cross-border wealth management, we offer a wide range of tailored solutions for internationally mobile clients.
For expatriates, navigating the global financial system has become more complex than ever. From cross-border tax exposure to rising regulatory and administrative burdens, the barriers to managing offshore assets continue to grow. Many major institutions have withdrawn services for clients living abroad, leaving individuals without access to the guidance or tools they need.
The Loadstone Story
A lodestone, known for its natural magnetic power, was once used to craft the first compasses — guiding explorers through unfamiliar territory. At Loadstone Group, we take inspiration from this symbol. Much like a magnet, we reconnect you with out-of-reach assets and provide direction through the complexities of cross-border financial management. Our experience lies in unifying what global mobility tends to separate — investments, pensions, and planning across jurisdictions, which is made possible through a regulatory framework built specifically for international advice.
