Expat investment advice simplified
Reducing costs, increasing wealth
Partnerships with innovative providers of expat investments enable us to bring the latest technology, flexibility and value to investors worldwide.
Being independent doesn't tie us to fund managers, investment platforms or trustees, giving us freedom to pursue the best possible results for every individual.
Our range of fee-based strategies offer maximum choice, control and the ability to make adjustments effortlessly whenever required.
Regulatory standards vary around the world, so it's important to know you are making the right financial choices.
Inveq removes doubt from financial decisions by implementing UK best practice to all expat investments and wealth management services.
Operating on a fee-basis using only liquid, commission-free securities, we give you flexibility and access to your capital when you need it.
Clear guidance and transparent charging allows our customers to enjoy trusted expat financial advice, regardless of location.
Keeping you informed
Servicing and regular investment reviews keep you informed and us up-to-date, so we can adapt efficiently as your circumstances change.
Dedicated access through online portals allows you to monitor how your finances are working for you anywhere at anytime.
OpesFidelio & Aisa
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 used by 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, and below are some of the network's recent awards.
We maintain the highest levels of service, putting our customers first with expat financial advice designed to achieve optimum results.