Expat financial advisors in HCMC (Vietnam), Cambodia, Bangkok (Thailand) and beyond

  1. Regulation of funds — Ideally all funds (not the platform) should be regulated by the UK Financial Conduct Authority, or equivalent in Singapore, Hong Kong or another regulated domain. Non-regulated funds are fine provided you understand the risk.
  2. Cost — all solutions should be cost effective. This increases the chances of better net returns.
  3. Globally portable — Most expats will move home one day, or go to another country. Ideally all solutions should be portable around the world, simply by updating your information as you move
  4. Ease of business — One of the key mistakes expats can make in the region is assuming they need to regularly meet an advisor face-to-face. We are in 2018 now, and a lot of business is done online or via calling/video conferencing. Think about it. If you are dealing with a firm with a swanky $10,000 a month office + support staff + numerous other costs, that money will need to be recouped in your portfolio. In comparison, an online firm or a company with a more cost-effective presence, will allow for more low-cost solutions.
  5. Results. An expat financial advisor should care about getting the job done only, without unnecessary processes and fluff.

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Owner at adamfayed.com.

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