About You
Guiding Expat and HNWI Clients to Financial Success:
Becoming a client of Expat Wealth At Work means you’re looking for something special—an exclusive, performance-driven financial life management service that takes an academic approach to managing your wealth.
If you’re aiming to achieve and maintain your financial goals, wherever you are in the world, we’re here to make that happen. We focus on competent financial planning and execution based on evidence-based investments that fit your lifestyle and protect your future. We’ll keep your portfolio on track and provide results whether you’re a high-net-worth individual with specific wealth management needs.
About Expat Wealth at Work
Empowering Expats and HNWI with Expert Global Wealth Management Services
If you’re earning and saving abroad or enjoying retirement and wanting to make the most of your pension, having expert guidance can really help you grow and safeguard your wealth. You’re looking for a financial life manager who genuinely cares about your goals and crafts personalised investment strategies that fit your needs perfectly.
Experience a financial life manager who puts your success first, focusing on genuine results rather than commissions. We’re ready to assist you in embracing your expatriate lifestyle and the unique financial advantages it offers.
As your trusted financial life manager, we’re thrilled to be by your side at every step of the journey.
Find Out Who We Serve:
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 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.
As a financial life manager, we offer tailored asset management services and expert financial consultant services to help clients navigate complex financial landscapes and achieve their wealth management objectives.
Your Interests, Our Priority
Working & Saving
Saving and investing a portion of your extra disposable income in a low-tax country to build and secure your family’s financial future.
Locked-In Savings
If your current investments are locked in for 15 to 20 years with high fees and charges, we can assist in improving your financial situation.
Approaching Retirement
Maximising the savings you’ve carefully built throughout your career to ensure a steady income during retirement.
Life Aspirations
Whether it's launching a business, embarking on extended travel, or transitioning to a new career, we're here to help turn your dreams into reality.
Entrepreneur Support
Integrate your business goals with your personal financial objectives, or receive guidance on investing a lump sum after selling your business.
Equity Management
Assist with the timely management of vested stock or equity from your employer, ensuring it aligns with your personal life objectives.