This month, we sat down with the team at Dunhill Financial, a wealth management firm that provides extensive and bespoke financial planning and investment services. We talked about DF-Direct.com, its latest robo-advisor platform, specifically designed to empower American expatriates to achieve their financial goals, seamlessly manage their investments, and navigate the complexities of international finance.

1. Tell us a bit about DF-Direct? 

As a cross-border financial firm, we are always aware of the difficulties people living abroad can have when dealing with cross-border financial aspects. DF-Direct is our roboadvisor that is specifically designed for US expats in mind, to provide a simple investment solution that doesn't cost an arm and a leg or lead to confusing and frustrating problems when dealing with aspects of being a US citizen abroad. Naturally, DF-Direct uses the same portfolio as its sister company, Dunhill Financial, ensuring that these investments are compliant on the US side as well.

2.  What's unique about DF Direct and why did you create it?

It's no secret that American expats face unique investment challenges, such as being unable to open accounts in both the US and their host country, or even being forced out of accounts in either due to their US connection. Investing in a compliant way while living abroad is often a source of confusion and frustration for many Americans who are just trying to build their wealth like anyone else. DF-Direct was born out of a need to address these challenges, and provide expats with a modern, accessible, and affordable solution to grow their money effectively - without having to worry about whether their investments are compliant with US rules, or being turned away for being an American.

3. What are your goals/hopes for the future?

We've created a platform that has a unique value proposition: one with low, transparent fees and no minimum investment. Our goal is to make investment accessible and affordable for all expats, regardless of their financial background or where they are in their expat journey. The hope for the future is that our solution will continue to unlock more and more potential for expats around the world to grow their assets without needing to worry about whether they comply with the US or their local regulations.

4. How do we get in touch with the DF team to learn more? 

For anyone curious to learn more about DF-Direct and how it can help them, we have a webinar coming up on March 27th you can find here. We will not only take you through what to expect on the platform and how it works, but also take your questions about expat investing in a live Q&A session at the end. We're excited to hear from any and all Americans abroad and the questions we can help them with!