Wealth/Asset Management
Setting Up a Family Office in Australia
Australia has seen a significant increase in family offices as wealthy families seek sophisticated ways to manage their assets, investments, and legacies. The concept has
Australia has seen a significant increase in family offices as wealthy families seek sophisticated ways to manage their assets, investments, and legacies. The concept has
In recent years, Canada has seen significant growth in the number of family offices serving ultra-high-net-worth individuals and families. Estimates suggest several hundred single-family offices
The global economic landscape in 2025 presents a mixed outlook shaped by moderated growth, declining inflation, and shifting geopolitical and trade dynamics. As such, investment
Do you know the old saying “don’t put all your eggs in one basket”? This timeless advice most aptly describes the principle of asset diversification.
Investment management is a core function of the financial system, playing a central role in how individuals, institutions, and governments grow and protect wealth over
Without considering the details, one might easily conclude just from the terms alone that independent advice is way superior than restricted advice. There are divided
Canadian expat trusts are an essential financial and estate planning tool for those who want to protect and manage their assets while living abroad. However,
The two main investing approaches—active vs passive investing—offer distinct advantages and challenges. Active investing involves frequent market participation, research, and strategic decision-making to outperform benchmarks.
Millionaires and high-net-worth individuals (HNWIs) follow well-structured investment strategies to preserve and grow their wealth. Their portfolios are designed to balance risk and return, ensuring
Listen to this Podcast on why are people leaving Canada and the UK and investment opportunities if you are interested in emigration and international investment opportunities.
How Do I Find a Good Wealth Manager will talk about the ways to find a good wealth manager. It will also touch on the qualities that make the best wealth manager, reasons why you may need a wealth manager, as well as reasonable fee for expat wealth management.
Wealth Preservation vs Wealth Accumulation Explained explains what they mean and the best ways to achieve them. The ideal wealth management requires knowing when to prioritize each strategy depending on your personal factors and market dynamics.
Best Wealth Management Strategies for Expats Guide summarizes points to consider in terms of managing your money while living abroad.
Affluent individuals and companies looking to safeguard their assets, maximize investments, and trim tax obligations are increasingly using offshore trusts in the Caribbean. These particular arrangements
This post will define what are external asset managers, what they do, and how they differ from family office and independent asset managers. For better
This post will center on understanding wealth succession. We’ll look into the meaning of wealth succession, see how it works and what the succession planning
In this guide for offshore asset protection, we’ll focus on the following: If you are looking to invest as an expat or high-net-worth individual, which
Offshore trusts for South Africans are becoming more popular to those looking at wealth structuring options overseas. They can safeguard their assets in the face
Individual Savings Accounts: What Happens to Them if You Move Abroad?
This website is maintained for personal branding purposes and is intended solely to share the personal views, experiences, as well as personal and professional journey of Adam Fayed.
Personal Capacity
All views, opinions, statements, insights, or declarations expressed on this website are made by Adam Fayed in a strictly personal capacity. They do not represent, reflect, or imply any official position, opinion, or endorsement of any organization, employer, client, or institution with which Adam Fayed is or has been affiliated. Nothing on this website should be construed as being made on behalf of, or with the authorization of, any such entity.
Endorsements, Affiliations or Service Offerings
Certain pages of this website may contain general information that could assist you in determining whether you might be eligible to engage the professional services of Adam Fayed or of any entity in which Adam Fayed is employed, holds a position (including as director, officer, employee or consultant), has a shareholding or financial interest, or with which Adam Fayed is otherwise professionally affiliated. However, any such services—whether offered by Adam Fayed in a professional capacity or by any affiliated entity—will be provided entirely separately from this website and will be subject to distinct terms, conditions, and formal engagement processes. Nothing on this website constitutes an offer to provide professional services, nor should it be interpreted as forming a client relationship of any kind. Any reference to third parties, services, or products does not imply endorsement or partnership unless explicitly stated.
*Many of these assets are being managed by entities where Adam Fayed has personal shareholdings but whereby he is not providing personal advice.
I confirm that I don’t currently reside in the United States, Puerto Rico, the United Arab Emirates, Iran, Cuba or any heavily-sanctioned countries.
If you live in the UK, please confirm that you meet one of the following conditions:
1. High-net-worth
I make this statement so that I can receive promotional communications which are exempt
from the restriction on promotion of non-readily realisable securities.
The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:
I had, throughout the financial year immediately preceding the date below, an annual income
to the value of £100,000 or more. Annual income for these purposes does not include money
withdrawn from my pension savings (except where the withdrawals are used directly for
income in retirement).
I held, throughout the financial year immediately preceding the date below, net assets to the
value of £250,000 or more. Net assets for these purposes do not include the property which is my primary residence or any money raised through a loan secured on that property. Or any rights of mine under a qualifying contract or insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) order 2001;
termination of my service or on my death or retirement and to which I am (or my
dependents are), or may be entitled.
2. Self certified investor
I declare that I am a self-certified sophisticated investor for the purposes of the
restriction on promotion of non-readily realisable securities. I understand that this
means:
i. I can receive promotional communications made by a person who is authorised by
the Financial Conduct Authority which relate to investment activity in non-readily
realisable securities;
ii. The investments to which the promotions will relate may expose me to a significant
risk of losing all of the property invested.
I am a self-certified sophisticated investor because at least one of the following applies:
a. I am a member of a network or syndicate of business angels and have been so for
at least the last six months prior to the date below;
b. I have made more than one investment in an unlisted company in the two years
prior to the date below;
c. I am working, or have worked in the two years prior to the date below, in a
professional capacity in the private equity sector, or in the provision of finance for
small and medium enterprises;
d. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.
Adam Fayed is not UK based nor FCA-regulated.
Adam Fayed uses cookies to enhance your browsing experience, deliver personalized content based on your preferences, and help us better understand how our website is used. By continuing to browse adamfayed.com, you consent to our use of cookies.
Learn more in our Privacy Policy & Terms & Conditions.
