How to buy Chinese stocks, ETFs and index funds from outside China?
Should you invest in the Chinese Stock Market?
Arsene Wenger “everyone thinks they have the prettiest wife at home”. Emerging market property and confirmation bias.
I was in Manila this week. I met a very friendly neighbor who was having WIFI issues. He knocked on my door. A clearly international man, who is married to an American in a same-sex relationship, he has some interesting views on a range of subjects. After some brief small talk, he told me he […]
Stocks vs Real Estate: 10 reasons not to invest in real estate
During my time working in the investment industry, I have heard a lot of misconceptions about various financial instruments. However, some of the biggest misconceptions are about property. There are good reasons to own property, especially one family home which isn’t leveraged through mortgage payments, but this blog will focus on some reasons why not […]
Are Offshore Accounts Legal? Rules, Red Flags, and Uses Explained
Yes, offshore accounts are legal in almost all jurisdictions—provided they are used transparently and reported in accordance with applicable tax and financial disclosure laws. An offshore account is a financial account held in a jurisdiction outside of an individual’s country of tax residence. If you are looking to invest as an expat or high-net-worth individual, […]
Investing in Canada as a Non-Resident
Canada has emerged as one of the world’s most attractive investment destinations for non-residents. The country offers political stability, robust regulatory frameworks, and diverse investment opportunities. According to recent data, Canada attracted USD 50.3 billion in foreign direct investment in 2023. This represents a 9% increase year-on-year, making Canada the sixth-largest FDI recipient globally. Non-residents […]
What is a good ROI over 5 years?
A “good” ROI over five years depends largely on the type of investment, its inherent risk, and the broader economic environment. Still, investors often look at historical performance benchmarks to guide expectations. Return on Investment, or ROI, is a basic but essential concept in personal finance and investing. It measures how much profit or gain […]
What Are the Best Long Term Investments?
Long-term investments are financial assets intended to be held for five years or more, often aligned with major life goals such as retirement, legacy building, wealth preservation, or funding a child’s education. The best long term investments are designed to weather economic cycles, benefit from compounding returns, and outperform inflation over time. If you are […]
What Makes Up Wealth—and Why It’s More Than Just Money
Wealth is often misunderstood as being synonymous with high income or a large bank balance, but in reality it encompasses a far broader and more nuanced set of assets, resources, and capabilities. At its core, what makes up wealth is the total value of what a person or household owns, minus what they owe, a […]
What is the optimal investment frequency?
Investment frequency refers to how often an individual contributes funds to their investment portfolio. This could be daily, weekly, monthly, quarterly, or in one or more lump sums. While the concept may seem secondary to selecting the right assets, how often one invests can significantly affect long-term returns, risk exposure, and psychological resilience. Is there […]
Smart Investment Strategies for Different Life Stages
Investment goals and risk tolerance change with age, career, and family responsibilities. That’s why using investment strategies for different life stages is essential—especially for high-net-worth individuals and expats planning long-term wealth growth and preservation. This article answers key questions, including: If you are looking to invest as an expat or high-net-worth individual, which is what […]
How to Start a Family Office in South Africa
Setting up a family office in South Africa is a significant undertaking, best approached with careful planning, clear goals, and professional support. With the right structure and governance, a family office can help safeguard and grow family wealth, support philanthropic ambitions, and provide stability for future generations. In this guide, we will discuss how to […]
Expat Asset Management: 2025 Key Insights
Expat asset management plays a critical role in helping expatriates and high-net-worth individuals preserve, grow, and optimize their wealth across borders. Managing assets as an expat involves unique challenges, from navigating tax regulations in multiple jurisdictions to balancing global investment risks. Whether you own international real estate, financial portfolios, or alternative assets, having a tailored […]
Is Insurance an Investment?
The question “Is insurance an investment?” is more common and prevalent among investors than it may initially seem. Especially among young professionals, expats, and first-time earners, insurance is often introduced as a product that can protect and grow wealth at the same time. If you are looking to invest as an expat or high-net-worth individual, […]
Cost and Investment: Understanding Cost in Investment Decisions
In personal finance, people often use the words cost and investment interchangeably, yet they represent fundamentally different concepts with significant implications for financial decision-making. A cost typically refers to an expense incurred for immediate benefit, often consumed quickly and offering no lasting financial return. An investment, by contrast, is the allocation of resources, money or […]
Basic Financial Terms Glossary: Financial Planning, Retirement, and Insurance
Managing your money for the long term isn’t just about saving—it’s about understanding the tools and strategies that protect your future. This glossary breaks down essential financial terms in financial planning, retirement, and insurance so you can make confident, informed decisions about building, preserving, and securing your financial wealth. If you are looking to invest […]
Basic Financial Terms Glossary: Banking and Personal Finance, Investing, and Taxes
Basic financial terms related to banking, personal finance, investing and taxes.
What Is Sovereign Risk and How to Mitigate it as Expat Investors?
Sovereign risk is a critical factor that expat investors must consider when investing in foreign countries. For expat investors, knowing what is sovereign risk can influence how they should invest in stocks, bonds, real estate, and business ventures in foreign countries. If you are looking to invest as an expat or high-net-worth individual, which is […]
Is Real Estate a Good Investment for Expats?
Real estate has long been considered one of the most reliable investments for building long-term wealth. But is real estate a good investment for expats specifically? For many expats, owning property abroad offers the promise of passive income, financial security, and potential residency benefits. However, investing in foreign real estate is far more complex than […]
How to Invest as an Expat in Australia: A Guide
Investing in Australia as an expat or non-resident comes with a unique set of tax, legal, and financial considerations. Whether you are a temporary visa holder, permanent resident, or foreign investor, understanding how to invest as an expat in Australia means understanding the rules governing property ownership, stock market participation, superannuation, and taxation. If you […]
Australian Expat Financial Advisor: Do you need one?
Managing finances as an Australian expat is significantly different from managing them as a resident. This is the job of Australian expat financial advisors. Tax residency status, investment opportunities, superannuation regulations, and offshore financial compliance are all significant areas in which professional expertise is needed. If you are looking to invest as an expat or […]
Top Appreciating Assets: Definition, List
Investing in appreciating assets can be a smart way to gradually accumulate riches, as they have the potential to grow how much it’s worth and yield long-term returns. We’ll define appreciating assets and look at certain examples in this post. Specifically, we’ll discuss: If you are looking to invest as an expat or high-net-worth individual, which […]
