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The Expat Wealth at Work Investment Platform

AN ONLINE TRADING TOOL DESIGNED EXCLUSIVELY FOR YOU

Transparency is essential in any investment engagement. You should always be aware of where your money is going. We built the Expat Wealth at Work Investment Platform for that reason. The only tool you need to keep tabs on your financial situation and every aspect of your portfolio. By using a personal account to access the platform, you may monitor your investments 365 days a year, around the clock. The platform also provides access to a wide range of mutual funds, ETFs, fixed-income bonds, pension plans, and tax planning services.

INVESTMENT PLATFORM

  • More than 1,500,000 worldwide clients using a Luxembourg based system.
  • Track investments in any one of nine currencies (USD, EUR, GBP, CHF, JPY, HKD, AUD, NZD, SGD)
  • 9,500+ Mutual Funds from 200 leading Fund Houses
  • Access your account 24/7
  • Track your investment anywhere, anytime.

PLATFORM FEATURES

ACCOUNT ACCESS

  • You and Expat Wealth At Work both have access to the account and can check the daily account remarks and activity.
  • Multiple currency options (USD, EUR, GBP, CHF, JPY, HKD, AUD, NZD, SGD)

RESULTS TABLE

  • Make a filtered search using specific criteria to compare funds with accuracy

EASIER TRADING

  • Monitoring and trading can be done 24/7 from anywhere around in the world

FUND SEARCH

  • Full access to over 9,500 Mutual Funds from more than 200 leading Fund Houses
  • Exclusive Structured Products and Fixed Income Bonds
  • Access to Equities & ETFs (Exchange Traded Funds)

PERFORMANCE REPORTS

  • You can respond quickly to areas of possible risk thanks to real-time access to your investment and automated notifications.

OFFSHORE STRUCTURE

  • All of our platform users receive an offshore trading account in Luxembourg, which is Europe’s top investment hub and the biggest hub for the distribution of worldwide funds. Luxembourg is one of the most alluring investment fund locations in the world thanks to its robust regulatory and investor protection frameworks. Your investments are in the safest possible hands.

KEY FEATURES & BENEFITS

  • No Front-End Fees
  • No Back-End Fees
  • No Trail Fees Charged or Paid
  • No Early Exit Penalties
  • 0.4% Annual Management Fee
  • € 150 Annual Account Fee
  • Nil charge for additional investment
  • Based on portfolio value results, Expat Wealth At Work charges an annual 0.4% portfolio performance fee (we only get paid when your investment performs well).

CONTACT US US TODAY ABOUT OUR INVESTMENT PLATFORM

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Expat Wealth At Work is an Appointed Representative of Private Client Consultancy, a trading name of Efficient Frontiers SL, whose registered address is Calle Jardin Botánico, 23/24, La Cala de Mijas, Mijas Costa 29649, Spain with CIF B42839589, authorised by the Dirección General de Seguros y Fondos de Pensiones No J-3930, holding obligatory Professional Indemnity Insurance with AIG Europe for the regulated activity, which is insurance related investments and pensions, and with sufficient financial capacity in accordance with the law. PCC is licensed to operate directly in Spain and it is also licensed to operate in Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany | Greece |Ireland | Italy | Latvia | Lithuania | Luxembourg | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Sweden and the Netherlands, under the freedom of services provision.

PCC Malta (a trading name of Efficient Frontiers SL) acts as an Introducer to AQA Capital Ltd. AQA Capital Ltd is authorised and regulated by the Maltese Financial Services Authority (“MSFA”) with registration number C 70143. AQA is authorised as a UCITS and AIF management company and also provides additional services including discretionary portfolio management and investment advisory services (commonly referred to as “MiFID services”). AQA Capital is authorised to provide services across the EU countries via the EU passport, as well as to clients resident in other non-EU jurisdictions.

PCC Switzerland (a trading name of Neek S.A.) is a tied agent of Asset Street SA who is incorporated under the laws of Switzerland in the Canton of Geneva under the number CHE – 161.878.570, authorised by OAR – G and the Swiss Financial Supervisory (FINMA) related to investment and insurance activities.

PCC allow Appointed Representatives to trade under their own brand using the permissions and licences that PCC hold. This technically means that the advice is being given by PCC as the regulated entity, and does not interfere with or reduce clients’ statutory rights or consumer protection.

We offer investors solutions that are regulated by governments, such as a Luxembourg-based investment platform. Clients only invest in UCITS funds that are considered safe and well-regulated investments in Europe, Asia, GCC & Latin America.

This website is not for American residents or American expats, unless for informational purposes only, or unless it is specifically stated that you are eligible for any service.

© 2010-2023 Expat Wealth At Work – all rights reserved

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