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Our Clients Appreciate an Intelligent Approach to Financial Planning

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Our Typical Expat Clients

To become a client of Expat Wealth At Work, a very unusual and exclusive professional financial advisory 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.

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 consultant 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 happy to help you take full financial advantage of your expatriate status and opportunities.

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Who We Help

Our cross-border financial services are available world-wide, aimed mainly at individuals with investable assets in excess of \$25,000, or an income in excess of \$150,000 in the past 12 months. (Figures are given in US Dollars as indicative guidance).

While instituting these capital criteria we’d like to stress that they aren’t set in stone – we often help people with smaller portfolios depending on their individual circumstances, so if you believe we would be able to serve your needs, get in touch to discuss your requirements.

The following are some examples of people whom we are able to assist:

  • Those looking for discretionary portfolios as a result of investing constraints in their business, such as the legal or accounting professions or the financial services industry
  • Expats and HNWI who want to build up their savings in order to achieve their financial goals require a comprehensive strategy that takes into account all of their assets and the various countries in which they are located.
  • Those interested in investing cash in one lump sum and able to begin with an investment of more than $25,000 are eligible to participate.
  • Those who are getting close to retirement age and have more than half a million dollars available to invest in order to secure a steady income stream during retirement.
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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.

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.

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.

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.

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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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