Private Wealth Management
What We Do: Learn How Our Financial Life Managers Simplify Wealth Management for HNWIs
Our team of seasoned wealth management professionals designs a detailed investment and protection strategy for each client, ensuring optimal capital allocation that aligns with their best interests and secures their future. We build on a foundation of mutual trust to foster long-lasting and successful client relationships.
We understand that effective risk management is crucial. So, we initiate each mandate with a clear risk target, aligning our strategies with your unique goals and risk tolerance. Our transparent, fixed, client-aligned fee structure ensures that our financial life managers remain independent and unbiased, acting exclusively in your best interest.
Our advanced reporting systems provide timely and precise portfolio insights, while our services are held to the highest standards of regulatory oversight and protected by stringent protocols to maximise asset security.
Investment Planning
Wealth management is about securing one’s future, accomplishing their financial goals, and protecting your legacy. Wealth management requires a comprehensive approach to the financial situation of higher-net-worth clients, so our wealth management strategies solely focus on the specific needs of the client.
Some of the services offered by our wealth management firms:
Investment management: Our wealth manager can help you develop an investment strategy tailored to your goals and risk tolerance.
Financial planning: We can also assist you in establishing a financial plan that includes saving, investing and spending goals, as well as creating a plan for retirement and other major life events.
Tax advice: We can advise on how to structure your finances to minimise your tax liability.
Testimonials
What our clients say
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.
Most frequent questions and answers
High Net Worth Wealth Management FAQs
Wealth management for high-net-worth individuals is a comprehensive, high-level financial service that helps affluent individuals manage their finances and meet long and short-term goals. Wealth management specialists can assist in everything- from investment advice and retirement planning to estate planning.
Top wealth management firms typically offer services like investment management, financial planning, tax advisory, estate planning, retirement planning, risk management, and asset protection. Talk to our financial planners to explore all our services and get recommendations based on your financial situation and goals.
When you are working with one of the top wealth management firms, you can expect them to understand the unique needs of HNWIs and offer highly personalised services, including bespoke investment strategies, access to exclusive investment opportunities, personalised risk assessment, and multi-generational wealth transfer planning.
Due to the UAE’s favourable tax environment, personal earnings are not taxed. However, wealth managers can offer guidance on international tax laws, tax-efficient investment structures, and compliance with global tax regulations, especially for expatriates or HNWIs.
When working with a wealth management firm to meet your financial goals, you must get an idea of the fee structure. The most common types include asset-based fees (where the percentage of assets under management is considered), performance-based fees, or flat annual fees. It is important to understand the fee structure and additional costs before taking any step.