Financial Advisor vs Robo-Advisor for Expats: Which Should You Use?
An expat financial advisor is generally the better choice for complex cross-border finances, while a robo-advisor can be more suitable for simple, low-cost…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
Saudi REITs Guide: How to Invest in Listed Property Funds
Saudi REITs let investors earn potential income from income-producing properties without buying, financing or managing individual properties themselves. Li…
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British Expats in Saudi Arabia: UK Tax and Pension Guide
British expats in Saudi Arabia generally benefit from no Saudi personal income tax on employment salaries, but relocating to the Kingdom does not automatic…
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Opening a Tadawul Account as an Expat in Saudi: Step-by-Step
Expats residing in Saudi Arabia can open an investment account through a CMA-authorized broker and use it to trade securities listed on the Saudi Exchange,…
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Investing in Carbon Credits: How It Works, Returns and Risks
Carbon credit investments provide exposure to a growing market where emissions reductions and removals are assigned financial value. Investors can gain exp…
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Life Settlement Funds: Returns, Risks & How They Work
Life settlement funds are investment vehicles that purchase existing life insurance policies, take over their premium payments and receive the policies’ de…
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Best Countries for Affordable Healthcare for Expats
Thailand, Malaysia, Mexico and Spain are among the best countries for expats seeking affordable healthcare without sacrificing access to quality medical se…
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What Is a Barrier Note and How Does It Work?
A barrier note is a structured investment linked to an underlying asset that uses a predetermined barrier to determine potential returns and principal repa…
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What Is a Shark Fin Note and How Does It Work?
A shark fin note is a structured investment that links its potential return to the performance of an underlying asset, such as a stock, index, currency, or…
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Reverse Convertibles: What They Are, How They Work and Risks
Reverse convertibles are structured investments that offer an enhanced coupon in exchange for accepting potential losses linked to an underlying asset. Unl…
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