Our founder previously worked with one of Europe’s most prominent financial service providers. During his time there, he focused on life insurance and pension planning and witnessed a prevalent “one size fits all” approach.
Dissatisfied with this model, our founder decided to break away and establish Expat Fiduciary as an independent consultancy. He was driven by the desire to offer tailored solutions that were most appropriate for his expat and HNWI clients. Moreover, he adopted a performance fee-only structure instead of relying on commissions, further aligning our interests with those of our clients. These principles and values are at the core of our business.
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Malaysia, Indonesia, Brunei
Singapore, Thailand, Laos
Vietnam, Taiwan, India
China, Hong Kong, Japan
United Arab Emirates, Oman, Fiji
Saudi Arabia, Qatar, Mexico, Panama
Argentina, Brazil, Peru
Our chief financial life manager is a Certified Pension Planner and Anti-Money Laundering Specialist with a Bachelor’s in Business Management (Business and Personal/Financial Services Marketing Operations) and an Associate’s in Psychology. Senior expats and HNWI from Southeast Asia, the Middle East, Europe, Latin America, and other parts of the globe seek his advice on cross-border retirement and investment planning because of his extensive background in financial services in Europe, the Middle East and Asia and his status as an independent financial life manager since 2010. Expert financial consultants who live and work abroad themselves are in the best position to personalise services for customers and develop meaningful relationships with the expats they serve over the long term.
Expat Fiduciary focuses on financial advice rather than simply selling investment products, many of which have exorbitant fees, needless structures, and costly funds that underperform. We exclusively employ evidence-based low-cost funds and do not utilise actively managed funds, and we only charge a transparent performance fee. We are not compensated through commissions. Our clients’ demands and overall financial position are our top focus; we help you plan, attain, and maintain your lifestyle as an expatriate situated anywhere in the world.
By offering the advice, financial stability, and solutions you require to protect your present and ensure a profitable future as you settle into life in a foreign nation. If you work in a low-tax country, you’ll have more disposable cash to spend, and if you’re nearing retirement, you deserve to appreciate the benefits of your hard work. Perhaps you have business ideas, personal aspirations, or existing investments that you are having difficulty managing. These are the only instances in which we are qualified and competent to assist you. It’s never too late to achieve your financial goals - we'd love to help you do so.
Expat Fiduciary 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.
Sandra
Marketing CEO
I have known Expat Fiduciary 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.
James
HR Director
I’m glad to have contacted Expat Fiduciary 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!
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