Best Thailand Investment Advisors for Expats: Options Compared

Expats in Thailand can access investment advice through local specialists, Thai bank wealth services and international providers, with options for domestic investments, global portfolios and cross-border financial planning.

This guide covers Thailand-based firms such as MBMG Investment Advisory and Client-Centered, bank offerings like SCB WEALTH and Krungsri Wealth, and international providers including Adam Fayed, UBS, Schroders, Julius Baer, and HSBC.

Adam Fayed uses a brokerage and international advisory model, connecting eligible expats and high-net-worth clients with global investment solutions through licensed partners, regulated advisers and investment platforms.

The relevant choice will reflect how much an investor has to invest, where their assets are held, and whether they need Thai-focused support or an advisory relationship that can continue when they relocate.

Providers are included for comparison, without implying a ranking or endorsement. Investors should check the entity delivering the service, its regulatory permissions, eligibility requirements, fees and investment risks before proceeding.

Key Takeaways

• Expat investors should choose advisors experienced in cross-border investments and financial planning.
• Thailand-based firms offer local market expertise, while global providers offer broader international access.
• Foreign income, pensions, and overseas assets make tax-aware planning especially relevant for expats.
• Before engaging, verify the advisor's regulatory entity, minimum investment, fees, custody arrangements, and relocation support.

My contact details are hello@adamfayed.com and WhatsApp ‪+44-7393-450-837 if you have any questions.

The information in this article is for general guidance only. It does not constitute financial, legal, or tax advice, and is not a recommendation or solicitation to invest. Some facts may have changed since the time of writing.

What makes an investment advisor suitable for expats in Thailand?

A suitable investment advisor for an expat in Thailand should understand how Thai residency affects a financial portfolio that may span multiple countries.

Investment consulting should be assessed alongside:

• Thai tax awareness: Understanding how Thai tax residency and the treatment of foreign-source income can affect investment decisions, with tax specialists involved where necessary.
• International investment access: Ability to provide access to a global portfolio rather than limiting portfolios to Thai markets.
• Overseas asset integration: Experience incorporating foreign pensions, brokerage accounts, property, and other existing holdings into the overall plan.
• Thailand-specific planning: Understanding the financial implications of earning, spending, and holding assets in Thailand while maintaining overseas financial ties.
• Succession planning: Awareness that assets in Thailand and other countries may be subject to different succession and estate rules.
• Regulatory credentials: A clearly identifiable legal entity, license, and regulator, particularly when comparing Thailand-based advisors with global providers.
• Portability: Ability to review and adapt the investment arrangement if the client later leaves Thailand.

Thailand's tax rules make cross-border expertise particularly relevant.

An individual who stays in Thailand for at least 180 days during a tax year is generally treated as a Thai tax resident, while foreign-source income earned from tax years beginning January 1, 2024 can be subject to Thai tax when remitted to Thailand, subject to the applicable rules.

The exact tax treatment depends on the individual's circumstances, income type, timing, and applicable treaties, so investment advisors should coordinate with qualified tax professionals rather than substitute for them.

What are the best investment advisors in Thailand for expats"

Investment advisors for expats or foreigners in Thailand include Client-Centered, MBMG Investment Advisory, SCB WEALTH, Bangkok Bank Wealth, and Krungsri Wealth.

1. Client-Centered / Creveling & Creveling Private Wealth Advisory

Client-Centered / Creveling & Creveling Private Wealth Advisory is a Thailand-based wealth advisory firm focused on serving clients with international financial needs.

The firm provides investment and financial planning services to expatriates in Thailand and Southeast Asia.

Regulatory position: The Thai SEC lists Client-Centered Cross-Border Financial Planning Ltd. as a licensed investment advisory business.

The firm also identifies itself as a US Registered Investment Adviser and states that it was the first foreign investment advisor licensed by Thailand's Ministry of Finance and regulated by the Thai SEC.

Key strength: Its expat-specific, fee-only model is closely aligned with clients whose financial affairs span Thailand and another country.

The firm says it charges a single quarterly fee and does not receive commissions from products or providers.

Main consideration: Its specialist cross-border model may be more relevant to expats with internationally structured finances than to investors seeking a primarily Thailand-focused investment or banking relationship.

2. MBMG Investment Advisory

MBMG Investment Advisory is a Thailand-based investment advisory firm serving private, corporate, and institutional clients.

Its services span investment advice and portfolio management alongside broader wealth planning areas.

Regulatory position: The Thai SEC lists MBMG Investment Advisory as a licensed investment advisory business, with its license dating to 2014.

SEC records also show approved investment planners and investment consultants associated with the firm.

Key strength: Its combination of Thai regulatory status and broader Thailand investment services covering investment management, estate planning, and tax structuring can suit expats who need their investment portfolio considered alongside wider wealth planning matters.

Main consideration: MBMG's broader wealth and advisory offering is not exclusively designed for expatriates, so clients seeking a highly specialized expat-only planning model may want to compare its approach with specialist providers.

3. SCB WEALTH

SCB WEALTH is the wealth management arm of Siam Commercial Bank, providing investment and broader financial services through one of Thailand's major banking groups.

Its offering covers investment advisory, portfolio analysis, expat financial planning, and wealth succession services.

Regulatory position: Siam Commercial Bank is listed by the Thai SEC as a licensed investment advisory business.

Key strength: Its major-bank infrastructure combined with access to international investment solutions through relationships including SCB Julius Baer and BlackRock can suit expats who want their banking and wealth management consolidated within Thailand.

Main consideration: SCB WEALTH is a broad wealth management platform rather than an expat-specific advisory service, so foreign investors in Thailand with complex multi-country tax, pension, or investment arrangements may need to assess how much cross-border planning is provided directly.

4. Bangkok Bank Wealth

Bangkok Bank Wealth provides Thailand-based banking and wealth management services for clients who want their financial relationship centered on the Thai market.

Its Wealth service includes investment planning and access to financial advisors with CFP or AFPT qualifications.

Regulatory position: Bangkok Bank operates within Thailand's regulated banking and securities framework, with its relevant securities activities subject to Thai SEC oversight.

Key strength: Its established Thai banking network and integrated wealth services can be practical for expats who want to manage their banking and investments through one Thailand-based institution.

The current Wealth tier for clients with average deposits and/or investments of THB 3 million to below THB 10 million also provides a defined entry point for its wealth services.

Main consideration: Its Thailand-centered banking model may be less suited to expats looking for specialist cross-border planning or an advisory relationship designed primarily around internationally held assets.

5. Krungsri Wealth

Krungsri Wealth is a Thailand-based wealth management platform offering investment and financial services through Bank of Ayudhya.

Its wealth proposition combines local banking and investment services with access to international investment capabilities.

Regulatory position: Bank of Ayudhya and its relevant securities businesses are included in the Thai SEC's regulated intermediary records.

Key strength: Its 2026 strategic partnership with Invesco strengthens the international investment side of its offering, giving wealth clients access to broader global investment expertise while retaining a Thailand-based banking relationship.

Main consideration: The service is designed for a broad wealth management market rather than specifically for expatriates, so clients with complex overseas tax, pension, or estate arrangements should establish how much cross-border planning is provided directly.

What global alternatives to Thai investment advisors are available to expats?

Global alternatives for expats in Thailand include Adam Fayed, HSBC Expat, Schroders Wealth Management, UBS Global Wealth Management, and Julius Baer.

Expats in Thailand with assets, income or future relocation plans overseas may also consider global providers for portable investments, multi-currency options and wealth planning across jurisdictions.

The following firms offer additional options for comparison and are presented without ranking.

1. Adam Fayed

Adam Fayed is a global wealth management option focused on expats and internationally mobile investors with financial arrangements that may span multiple jurisdictions.

The firm discusses cross-border investing, wealth management, retirement planning, asset protection and international financial planning, while working with regulated partners and investment platforms for clients in different jurisdictions.

Regulatory position: The regulatory entity and investment platform used can vary according to the client's country of residence and investment arrangement. Prospective clients should therefore confirm the legal entity providing the service, its regulatory status, and where their investments will be held.

Key strength: Its explicit focus on expatriates and internationally mobile clients makes it relevant to investors who expect their financial arrangements to move across countries rather than remain centered on Thailand.

Main consideration: Its global, expat-focused model may be particularly suited to clients with financial interests across multiple countries rather than those seeking Thailand-focused investment services.

2. HSBC Expat / HSBC Global Wealth

HSBC Expat and HSBC Global Wealth provide international banking, investment and wealth management services for clients whose financial affairs extend across countries.

Regulatory position: HSBC services are delivered through specific entities and jurisdictions depending on the product and client's circumstances.

HSBC Expat's International Investment Centre currently lists Thailand among the locations from which eligible residents can open an investment account.

Key strength: Its combination of international banking and investment access can be useful for expats who need to manage assets and cash across currencies and countries rather than maintain a purely Thailand-based financial relationship.

Main consideration: Investment eligibility, product availability, advisory services and fees vary by HSBC entity and client circumstances, so Thailand-based expats should establish the specific service available to them before proceeding.

3. Schroders Wealth Management

Schroders Wealth Management provides global wealth advisory for clients with significant and complex financial arrangements, including cross-border wealth and international families.

Regulatory position: Services are delivered through relevant Schroders and regional wealth-management entities, with the applicable regulatory framework determined by the client's location and the entity providing the service.

Key strength: Its global wealth advisory model covers strategic wealth structuring, succession and intergenerational planning, cross-border considerations, philanthropy and coordination with tax and legal professionals.

Main consideration: Schroders positions this service toward clients with significant wealth and complex structures, making it less relevant to expats seeking straightforward investment guidance.

4. UBS Global Wealth Management

UBS Global Wealth Management provides international wealth management and financial planning services for individuals and families, combining global investment resources with locally delivered services.

Regulatory position: UBS provides services through jurisdiction-specific regulated entities and has maintained a presence in Thailand since the early 1990s.

Key strength: Its global platform can support HNW clients who need investment management alongside broader financial planning and access to international markets.

Main consideration: UBS is positioned toward wealthier private clients, so its service model and relationship requirements may be less accessible to expats with smaller investment portfolios.

5. Julius Baer

Julius Baer is an international private bank focused on wealth management, with a global network that includes Bangkok and other major financial centers.

Regulatory position: Julius Baer provides wealth management services through relevant regulated banking and investment entities in each jurisdiction, with the applicable framework determined by the client's location and service arrangement.

Key strength: Its international wealth management platform combines investment advisory and portfolio management capabilities with broader wealth planning for clients with substantial internationally diversified assets.

Main consideration: Julius Baer's private wealth focus makes it more appropriate for HNW and UHNW clients than for expats looking for basic investment advice or smaller-scale portfolio management.

Investment advisors for foreigners in Thailand compared

For expat-specific cross-border planning, Client-Centered and Adam Fayed stand out among the investment advisory firms compared for their explicit focus on internationally mobile clients. 

For integrated banking and investment services, HSBC, SCB WEALTH and the other major bank platforms offer a broader financial relationship, while Schroders, UBS and Julius Baer are geared toward more substantial and complex wealth.

These differences make investment advisor selection a matter of matching the provider’s service model, fees, investment minimums, and cross-border capabilities to the client’s circumstances. 

Conclusion

An expat's financial needs can change significantly without the person changing their investment goals.

A move to another country, a new source of income, an inheritance, or a business exit can introduce new tax, currency, and ownership considerations around an existing portfolio.

That makes continuity an important part of the advisory relationship.

The real value may lie in having a structure that remains workable when the client's circumstances cross another border.

FAQs

What are the best investments for foreigners in Thailand?

A diversified portfolio with international securities can be a strong choice for foreigners in Thailand because it reduces concentration in the Thai market while providing broader access to global assets.

Thai equities, bonds, funds, or property can complement this allocation based on the investor's objectives, tax position, and liquidity needs.

Is $500,000 enough to work with a financial advisor?

Yes, $500,000 is enough to work with many financial advisors, although some private banks and wealth managers set higher asset thresholds.

For expats, the advisor's fee structure and ability to handle cross-border investments and planning can be as important as the minimum asset requirement.

Who regulates the financial sector in Thailand?

Thailand's financial sector is overseen mainly by the SEC for securities and investment advisory services and the Bank of Thailand for banking, monetary policy, and foreign exchange.

For investment advisors, the SEC is the key regulator to check when verifying licensing and advisory credentials.

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