Tom Tracy Final
Practice Areas
Wealth Management
Qualified Recognised Overseas Pension Schemes (QROPS)
Pension Asset Transfer and Management
International Financial Planning
Tax Efficient Capital Investment
Portfolio Management
Trusts

Tom Tracy

CEO & Founder

Tom has over 25 years’ experience in private client financial services, working at some of the largest financial institutions in the world, including Bank of America, Standard Life Assurance Company, and the Royal Bank of Scotland.

Over the course of his career Tom has worked as an Expat financial adviser in Portugal, Hong Kong, Frankfurt, Dubai, Geneva, Dublin, Sydney, and has excelled in providing stock analysis, portfolio management and private client investment advice.

In 2004 Tom set up Forth Capital, which now has global hubs in Edinburgh, Geneva, Sydney, Hong Kong, Houston and Dublin, providing financial planning, wealth management and pensions advice to over 1000 British expatriates across 53 countries.

In addition to his UK Regulatory exams, Tom has been assessed and approved as ‘Fit and Proper’ by the Regulatory Authorities in Ireland and in the UK under the Senior Managers & Certification Regime (SMCR).

Tom has written extensively for various publications and has been listed as one of the Top 100 Most Influential Individuals in the Industry by 'International Adviser' Magazine.

Qualifications
Chartered Institute of Insurance
Chartered Institute of Securities & Investment
Office
Edinburgh
Tom Tracy Final

Tom Tracy

CEO & Founder

Tom has over 25 years’ experience in private client financial services, working at some of the largest financial institutions in the world, including Bank of America, Standard Life Assurance Company, and the Royal Bank of Scotland.

Over the course of his career Tom has worked as an Expat financial adviser in Portugal, Hong Kong, Frankfurt, Dubai, Geneva, Dublin, Sydney, and has excelled in providing stock analysis, portfolio management and private client investment advice.

In 2004 Tom set up Forth Capital, which now has global hubs in Edinburgh, Geneva, Sydney, Hong Kong, Houston and Dublin, providing financial planning, wealth management and pensions advice to over 1000 British expatriates across 53 countries.

In addition to his UK Regulatory exams, Tom has been assessed and approved as ‘Fit and Proper’ by the Regulatory Authorities in Ireland and in the UK under the Senior Managers & Certification Regime (SMCR).

Tom has written extensively for various publications and has been listed as one of the Top 100 Most Influential Individuals in the Industry by 'International Adviser' Magazine.

Practice Areas
Wealth Management
Qualified Recognised Overseas Pension Schemes (QROPS)
Pension Asset Transfer and Management
International Financial Planning
Tax Efficient Capital Investment
Portfolio Management
Trusts
Qualifications
Chartered Institute of Insurance
Chartered Institute of Securities & Investment
Office
Edinburgh

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