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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 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.
Our company takes pride in being a values-based fiduciary financial consulting 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 clients, who are scattered around the globe. We understand the unique financial challenges that expats face, and we have developed specialised strategies to help them navigate these challenges and make the most of their financial opportunities.
We have made the decision 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 clients achieve their financial goals and secure their financial future, no matter where in the world they may be.
Our chief financial consultant is a Certified Pension Planner and Anti-Money Laundering Specialist with a Bachelor’s in Business Management (Business and Personal/Financial Services Marketing Operations) and an Associate’s in Psychology.
Senior expats from Southeast Asia, the Middle East, Europe, Latin America, and other parts of the globe seek his advice on cross-border retirement and investment planning because of his extensive background in financial services in both Europe and Asia and his status as an independent financial advisor since 2010.
Expert financial consultants who live and work abroad themselves are in the best position to personalise services for customers and develop meaningful relationships with the expats they serve over the long term.
Expat Wealth At Work focuses on financial advice rather than simply selling investment products, many of which have exorbitant fees, needless structures, and costly funds that underperform.
We exclusively employ evidence-based low-cost funds and do not utilise actively managed funds, and we only charge a transparent performance fee. We are not compensated through commissions.
Our clients’ demands and overall financial position are our top focus; we help you plan, attain, and maintain your lifestyle as an expatriate situated anywhere in the world.
We can ease the stress of money management by offering the advice, financial stability, and solutions you require to protect your present and ensure a profitable future as you settle into life in a foreign nation.
If you work in a low-tax country, you’ll have more disposable cash to spend, and if you’re nearing retirement, you deserve to appreciate the benefits of your hard work. Perhaps you have business ideas, personal aspirations, or existing investments that you are having difficulty managing. These are the only instances in which we are qualified and competent to assist you.
It’s never too late to achieve your financial goals – we’d love to help you do so.
This website is not a solicitation to invest, nor is it tax, legal, financial or investment advice. We only deal with investors who are expatriates or (ultra-)high-net-worth/self-certified individuals on a non-solicitation basis. Not for the retail market.
The services, funds, and products described on this website are not available in all countries or to all investors. As such, this website, and the information on it are not addressed to any person resident in a territory, country or jurisdiction where such distribution would be contrary to local law or regulation.
Users from the United Kingdom and the European Union
This website is only for professional investors (as defined by the Alternative Investment Fund Managers Directive (2011/61/EU) or “Professional Investors”); professional clients or eligible counterparties (as defined by the Markets in Financial Instruments Directive (Directive 2014/65/EU) or “Eligible Counterparties”); or people who are otherwise defined by local laws and are directed to whom this website is directed.
Users from the United States
The Website is not intended to be used by any person in the United States other than persons who are “qualified purchasers” (as defined in the United States Investment Company Act of 1940, as amended) and “accredited investors” (as defined in Rule 501(a) under the United States Securities Act of 1933).
Clients’ money is invested via Luxembourg-based MiFID II and/or Isle of Man Financial Services Authority regulated entities in UCITS funds, which are considered very safe due to the stringent regulatory framework, transparency, and investor protection standards that are hallmarks of UCITS funds.
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