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About You
For a holistic wealth management approach, transparent advice and in-depth financial insights. We are a trusted partner for expats and HNWIs worldwide.
To become a client of Expat Wealth At Work, a very unusual and exclusive professional financial life management 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 life manager 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 delighted to help you take full financial advantage of your expatriate and/or HNWI status and opportunities.
Who we help?
Our cross-border financial services are available globally, tailored primarily for individuals with investable assets over €25,000 or an annual income exceeding €150,000 (figures are provided in Euros as a general guideline).
While these capital thresholds serve as a reference point, we often work with clients who have smaller portfolios depending on their specific needs and circumstances. If you feel our services could align with your goals, please reach out to discuss your unique requirements.
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 and/or HNWI 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.
Your Interests Come First
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.
Entrepreneur Aid
Align your business ambitions with your personal finance goals, or get help with lump-sum investment after a sale of a business.
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.
Stock Options
Help with timeous management of vested stock or equity with your employer in line with your life goals.
Ready to grow your future wealth?
Discover tailored strategies built for long-term success. Partner with us and invest with confidence.
