All About Us
Our Motivation
Expat Wealth At Work was founded in 2010. Our founder previously worked with one of Europe’s most prominent financial service providers. During his time there, he focused on life insurance and pension planning and witnessed a prevalent “one size fits all” approach.
Dissatisfied with this model, our founder decided to break away and establish Expat Wealth at Work as an independent consultancy. He was driven by the desire to offer tailored solutions that were most appropriate for his expat and HNWI clients. Moreover, he adopted a performance fee-only structure instead of relying on commissions, further aligning our interests with those of our clients. These principles and values are at the core of our business.
Who We Are
We provide the solutions to grow wealth
We take pride in being a values-based fiduciary financial life management service. We have deliberately chosen to remain small and exclusive, allowing us to provide a personalised level of service to our clients. Our guiding principles are at the core of everything we do, and we have found that sticking to these principles has been the key to our success.
One of our main areas of expertise is curating, managing, and growing the wealth of our expatriate and HNWI clients, who are scattered around the globe. We understand the unique financial challenges that expats and HNWI face, and we have developed specialised strategies to help them navigate these challenges and make the most of their financial opportunities.
We have decided to operate as a performance-based consultancy, in contrast to many other financial services advisors who are only interested in commissions. This means that our clients can trust that our advice is always given with their best interests in mind. By eschewing traditional commission-based models, we are able to build a relationship of trust with our clients and alleviate the scepticism that is unfortunately prevalent in our industry.
We believe that our commitment to our guiding principles, our exclusive and personalised approach, and our focus on performance-based fees set us apart from other financial consulting services. We are dedicated to helping our expatriate and HNWI clients achieve their financial goals and secure their financial future, no matter where in the world they may be.
Our Experience
We serve clients all around the world with our specialised expat financial advisory services.
- Malaysia
- Indonesia
- Brunei
- Singapore
- Thailand
- Laos
- Vietnam
- Belgium
- Germany
- Taiwan
- India
- China
- Hong Kong
- Japan
- United Arab Emirates
- Oman
- France
- Fiji
- Saudi Arabia
- Qatar
- Mexico
- Panama
- Argentina
- Brazil
- Peru
- France
- The Netherlands
Our Values & Ethics
Money Management
Testimonial
Our customer reviews
I’m glad to have contacted Expat Wealth At Work for help with my financials for exiting Hong Kong. They are very professional and knowledgeable. I really appreciate the honest and transparent financial advice that they provided me. I didn’t feel stressed in any way to taking on any of their financial solutions. On the operational side, they keep their eyes on the ball to ensure timely execution. Thank you so much!
I have known Expat Wealth At Work for a few years now and in that time they have provided exceptional guidance that significantly improved my financial outlook. Their in-depth knowledge and personalised approach demonstrated a genuine commitment to understanding my unique financial goals. Their insightful advice not only optimized my investment portfolio but also enhanced my overall financial well-being, earning my trust and confidence in their expertise.
Expat Wealth At Work helped me out. They are extremely helpful and have an amazing ability to explain complicated finances in layman’s terms so that even I can fully comprehend them. Despite the fact that there was a 7-hour time difference between us, they also went out of their way to accommodate me at meetings that matched my schedule. Highly recommended.