About You

Connect with our financial life managers for a holistic wealth management approach, transparent advice and in-depth financial insights. We are a trusted partner for expats and HNWIs worldwide.

Our Typical Expat Clients

To become a client of Expat Wealth At Work, a very unusual and exclusive professional financial life management practice, you must be a person who desires and requires a performance-driven, academic approach to investing your money.

You want to plan, attain, and maintain your lifestyle and financial goals no matter where you are on the globe, with the greatest possible financial planning and execution, as well as evidence-based investments for your portfolio that will not fail you.

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About Expat Wealth at Work

Global Wealth Management Service Provider for High-Net Worth Individuals and Expats

Whether you’re earning and saving abroad or retired and needing to make the most of your pension, you need advice and pragmatic assistance to curate and grow your wealth from a company that takes a personal interest and tailors individual portfolios for each client.

You want a financial life manager you can trust to not just be out to make as much in commissions as possible from investing your wealth, but rather remunerated according to actual performance.

Does this sound like you? If so, we’ll be delighted to help you take full financial advantage of your expatriate and/or HNWI status and opportunities.

Who We Help

Our cross-border financial services are available globally, tailored primarily for individuals with investable assets over €25,000 or an annual income exceeding €150,000 (figures are provided in Euros as a general guideline). While these capital thresholds serve as a reference point, we often work with clients who have smaller portfolios depending on their specific needs and circumstances. If you feel our services could align with your goals, please reach out to discuss your unique requirements.

Here are some examples of individuals we assist:

  • Professionals with Investment Constraints: those in industries such as law, accounting, or financial services who need discretionary portfolios due to restrictions on personal investments.
  • Expats and High-Net-Worth Individuals (HNWIs): Expats and/or HNWI seeking to grow their savings and build a comprehensive financial strategy that accounts for multiple assets across various countries, ensuring their long-term financial goals are met.
  • Lump-Sum Investors: Individuals ready to invest a one-time sum of over €25,000, seeking a strategic approach to grow their wealth.
  • Pre-Retirement Investors: Those approaching retirement with over €500,000 in investable assets, looking for secure income strategies to ensure financial stability in their retirement years.

Your Interests Come First

We try to limit the number of customers we work with so that we can provide you with the greatest possible level of service on an individual basis. Instead of focusing on maximising our own earnings, we make it a priority to put your needs and concerns, as well as your financial situation, first in all we do. We’ve had a lot of success assisting clients with:

Working & Saving

putting away some of your excess disposable income in a low-tax country to grow and secure your family’s future.

Locked-In Savings

your existing investments are locked in, perhaps for 15 to 20 years, and you’re paying high fees and charges. We’ll help you rectify the situation.

Close to Retirement

making the most of the money you have saved diligently through your working life, and now want to secure as an income for retirement.

Big Life Goals

you want to realise a dream. Perhaps it’s starting a business, long-term travel or a change of career. We can help make this happen.

Entrepreneur Aid

align your business ambitions with your personal finance goals, or get help with lump-sum investment after a sale of a business.

Stock Options

help with timeous management of vested stock or equity with your employer in line with your life goals.

We can do it for you too, if you care to join our financial family.

About You