NEBA Private Clients, known for its slogan “Independent, cross-border financial expertise,” provides specialized, fee-based financial advisory services, focusing on wealth planning and cross-border tax strategies for international clients. With a focus on personalized services, James Spence leverages 15 years of experience to cater to private clients and family offices.
The company benefits from being part of a global network of independent financial advisers listed on the London Stock Exchange. This affiliation enables them to offer regulated advice and sophisticated cross-border solutions, tapping into key financial hubs worldwide. Though the firm’s founding date, headquarters, and recent investment details are not disclosed, its core value proposition lies in its ability to deliver specialized financial services across geographical boundaries.
