Independent Global Financial Planning & Advice
Our Principles
Our services are tailored specifically to the needs of global executives and the expatriate community.
Our ability to advise from a global perspective is what makes us unique.
At Touchstone, many of our advisors have decades of experience looking after the interest of High Net Worth and Institutional clients around the world from North America, UK and Europe to the Middle East, Africa and Asia.
We understand that trust is the touchstone for our clients success. Simply put, we succeed when our clients succeed.
As Fiduciaries, Touchstone Advisory, LLC always acts in the best interest of the client
Touchstone Advisory was a coming together of minds, combining the varying experience of professionals who have worked all over the globe with one simple mission.
To push themselves to be better and to push the standards of client care to be better
Our Company
Touchstone Advisory, LLC is an SEC Registered Investment Advisor (CRD# 288370 / SEC# 801-110510) that provides comprehensive financial planning for global executives and expatriates living in the United States and abroad.
Our commitment is to provide excellent ongoing service and the highest standard of fiduciary advice.
For more information on Touchstone Advisory, LLC – please read our Firm Brochure (ADV Part 2A) and visit our Investment Adviser Public Disclosure website.
Services
ROPS Management
Recognized Overseas Pension Scheme (ROPS) – Is an overseas pension scheme that meets requirements set by the HMRC. QROPS was created in April 2006 as a result of the EU freedom of capital movement.
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SIPP
SIPP – A Self-Invested Personal Pension (SIPP) is a UK Registered Pension Scheme. Administered in accordance with Her Majesty’s Revenue and Customs (HMRC)
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UK Pension Consulting
Touchstone Advisory provides advice to individuals with existing UK pension entitlements. Our UK Pension Consulting process will help you identify and understand your existing arrangements and the options available to you based on your goals, needs, and objectives.
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Global Retirement Planning
Do you have a Retirement Plan or Pension with a former employer? Do you know your investment options? Do you know what the fees are currently - not only the administration of the plan but on the fund level as well?
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Wealth Management
In addition to our unparalleled international expertise, Touchstone Advisory is proud to provide holistic wealth management solutions that help our clients grow, protect, and preserve their wealth. Below is a synopsis of the main Wealth Management services provided:
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Insurance Planning
Insurance planning is often a critical component of a comprehensive financial plan that involves evaluating risks and determining the proper insurance coverage to mitigate those risks.
View Service DetailOur Team
Our team has decades of experience looking after the interest of High Net Worth and Institutional clients around the world from North America, UK and Europe to the Middle East, Africa and Asia.
Zachary Zanghi is the Managing Partner and co-founder of Touchstone Advisory, LLC. In this role, he oversees all aspects of Touchstone Advisory, LLC’s business in addition to providing investment advisory services to clients. Mr. Zanghi has over ten years of comprehensive professional experience in the financial service industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup Global Markets, Inc. In addition to his position at Touchstone Advisory, LLC, he is currently a Managing Director of Primary Capital, LLC, a Brokerage Firm Regulated by FINRA.
Mr. Zanghi provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Mr. Zanghi affiliation with Primary provides his Touchstone clients with a broader range of investment opportunities and allows Mr. Zanghi to service both fee based and commission-based clients.
Mr. Zanghi received his Bachelor of Business Administration (BBA), Finance and Information Technology Degree from the State University of New York, Albany. He has the following Licenses & Designations:
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform Securities Agent State Law
- Series 66 – Uniform Combined State Law
- Licensed Insurance Agent – Life, Accident & Health, Variable Life/Annuities
- Accredited Investment Fiduciary (AIF®).
Zachary is originally from the New York City metro area and currently resides in Long Island, New York with his wife and son.
Feel free to contact Zachary at 646-450-0947 or zachary@touchstone-us.com
ADV Part 2B – Benjamin Alderson
Benjamin Alderson is a co-founder and Investment Advisor for Touchstone Advisory, LLC. Mr. Alderson has 19 years of professional experience in business and the financial service industry. In addition to his position at Touchstone Advisory, LLC, he is the founder and 100% Owner of Touchstone Advisory, Ltd, a Bahama’s registered investment adviser.
Mr. Alderson provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Mr. Alderson provides investment advisory services in the United States through Touchstone Advisory, LLC as a fully separate service from the advisory services he provides to non-US clients through Touchstone Advisory, Ltd.
Mr. Alderson studied Business Economics at Durham University and recently attained a certificate in ‘Leading with Finance’ from the Harvard Business School. He has the following Licenses & Designations:
- Series 65 – US Uniform Investment Adviser Law Examination
- Chartered Institute for Securities & Investment (CISI) (UK):
- Introduction to Investment
- International Certificate in Wealth Management
- Chartered Insurance Institute (UK):
- R01: Financial Services, regulation and ethics
- R02: Investment Principles and risk
- R03: Personal Taxation
- R04: Pensions & Retirement Planning
- R05: Financial Protection
After living in Dubai, New York and the Bahamas, Benjamin now resides in the United Kingdom with his wife and three children.
Feel free to contact Benjamin at 917-810-3139 or benjamin@touchstone-us.com
Adrian Flambard is a Senior Investment Advisor at Touchstone Advisory, LLC. In this role, he has management responsibilities in addition to providing investment advisory services to clients. Mr. Flambard has over 30 years of professional experience in the financial service industry. In addition to his position at Touchstone Advisory, LLC, he is the Chief Executive Officer of Touchstone Advisory, Ltd, a Bahama’s registered investment adviser.
Prior to joining Touchstone Advisory, Mr. Flambard was employed by Kleinwort Benson Guernsey, his final position being Managing Director Business Development. His grounding was with PWC and has held various senior positions working in Guernsey, Hong Kong, South Africa, New York, San Francisco and more recently the Bahamas. He has been involved with UK and international pensions for over a decade.
Mr. Flambard provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Mr. Flambard provides investment advisory services in the United States through Touchstone Advisory, LLC as a fully separate service from the advisory services he provides to non-US clients through Touchstone Advisory, Ltd.
Mr. Flambard has the following Licenses & Designations:
- Series 65 – Uniform Investment Adviser Law
- UK Chartered Tax Adviser (CTA)
- UK Trust and Estate Practitioner (TEP)
Currently based in the Bahamas, Adrian has various personal interests and is on the board of a non-profit organization, Kick4Life.
Feel free to contact Adrian at 917-810-3140 or adrian@touchstone-us.com
Matthew Hunkele is the Director of Operations for Touchstone Advisory, LLC. In this role, he is dedicated to ensuring client satisfaction through operational excellence.
Mr. Hunkele is a Registered Investment Advisor and provides financial advisory services to high net worth individuals, assisting Touchstone clients with investment strategies to achieve their desired financial objectives.
Mr. Hunkele received his Bachelor of Business Administration (B.B.A.), Accounting and Financial Planning from William Paterson University of New Jersey.
Mr. Hunkele holds the Series 65 license, which qualifies an investment professional to operate as an Investment Adviser Representative.
Matthew resides in New Jersey with his wife and child.
Bennett Linsky is the Director of Client Services for Touchstone Advisory, LLC. In this role, he is dedicated to ensuring client satisfaction through service excellence. Mr. Linsky also serves as Director of Client Services for Touchstone Advisory, Ltd, a Bahama’s registered investment adviser, as a fully separate service from his role with Touchstone Advisory, LLC
Prior to Touchstone Advisory, LLC, Bennett has worked in business and financial services for over 4 years.
Learn More
Whatever your financial goals or requirements are, we have the knowledge and experience to help you
If you are interested to learn more and would like for us to get in contact, please complete the contact form. We look forward to hearing from you!
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