Raising Standards
Lowering Costs
Regulatory standards vary around the world, so you need to be sure you're working with the best expat financial advisors.
At Inveq Expatriate Wealth we remove doubt from investment decisions by implementing UK best-practice to all expat wealth management services.
Commission-free platforms, transparent fees and clear guidance provide peace of mind and penalty-free access to capital whenever you need it.
What We Do
Collaborating with the world's innovative providers of expat pensions and investments, we bring the latest technology, flexibility and value to expat investors worldwide.
We're not tied to investment platforms, trustees or fund managers, allowing us to pursue the best possible results for every investor.
Our range of fee-based strategies offer maximum value, choice and control of your assets so we can adapt as the world changes.
Keeping You Informed
Regular investment and performance reviews keep you informed, us updated, and your assets on track to achieve your financial goals.
All of our investment providers offer secure online portals allowing you to monitor your finances from anywhere at anytime.
If your circumstances change or you have to move countries, our non-contractual expat investments can go with you or be assessed and adjusted to suit your new location.
How Can We Help?
Investment Services For U.S. Connected Expats
Finding A New Adviser, Expat Wills, Insurance and More
Award-Winning Advice
We are proud to work with OpesFidelio, an award-winning network of EU-based advisors raising the standard of international financial advice worldwide.
OpesFidelio is a trademark of the Aisa Group of companies. Aisa International companies are based outside the UK and Aisa Financial Planning, a Chartered Firm based in the UK, has been a pioneer of fee-based advice for 20 years.
Details of Aisa's Financial Conduct Authority regulation along with its rights to passport investment and insurance services outside of the UK can be found here, along with some of our most recent awards below.
Maintaining the highest standards, we put our customers first with expat financial advice designed to achieve optimum results. Our flexible approach gives global customers the option to work together remotely, face to face or a blend of both, the choice is yours.
For an exploratory conversation to learn more about how our expat financial services can benefit you, get in touch today and enjoy trusted guidance and peace of mind, wherever you are.