Eric is a CFA Charterholder and qualified financial planner. For over a decade he has worked closely with UK IFAs on portfolio construction and investment research—pairing evidence-based strategies with simplicity, automation and clear communication. He builds scalable processes to deliver more cost-effective solutions, recognising that lower fees are a powerful driver of long-term returns. His career has focused on delivering affordable strategies and making investing accessible without compromising rigour. Eric translates complex market trends into clear, actionable insights, and continuously develops relationships with local partners to broaden options for expats—opening alternatives to incumbent, higher-cost products.