Investment Trust vs Funds: Which One is Riskier?
Investment Trust vs Funds: Which One is Riskier?
What are the pros and cons of investing in real estate compared to stocks?
What are the pros and cons of investing in real estate compared to stocks?
Should You Buy Property in Mexico As An Expat
Should You Buy Property in Mexico As An Expat
BlackRock ETFs vs Vanguard index funds – which is better?
Are BlackRock ETFs one of the best choices out there?
What are the advantages and disadvantages of investing in small-cap stocks?
Do small caps always beat large cap stocks?
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 […]
Qualified Domestic Trust for Expats: Complete Guide
A Qualified Domestic Trust (QDOT) is a US estate planning tool that allows a US citizen spouse to leave assets to a non-US citizen surviving spouse while deferring US estate taxes. It ensures that wealth can pass legally and efficiently across borders, even when the surviving spouse is not a US citizen. This article covers: […]
How Does A Trust Work in Florida?
Trusts in Florida are legal arrangements that allow individuals to manage, protect, and transfer assets efficiently while avoiding probate and maintaining privacy. They are governed by the Florida Trust Code and are widely used for estate planning, asset protection, and long-term wealth management. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp […]
Is It Worth Putting Money in SRS?
Putting money in SRS can be worth it, but mainly for high-income earners who want to reduce taxes while investing for retirement. For others, the benefits may be limited due to lock-in periods and withdrawal restrictions. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have any questions. We […]
Geopolitical Risk and Investing: What History Actually Tells Us
Geopolitical events create short-term market volatility but rarely destroy long-term investment returns. Stocks often recover after crises, while bonds, cash, and real estate often face inflation and liquidity pressures. Expats and high-net-worth investors protect wealth through diversification across geographies, asset classes, and liquidity channels rather than trying to predict crises. The key question for investors […]
Hong Kong External Asset Managers
External asset managers in Hong Kong oversee investments for high-net-worth individuals and institutions, leveraging the city’s role as a leading financial hub in Asia. They provide tailored strategies, access to global markets, and personalized portfolio management. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have any questions. We […]
How Do Canadian Taxes Compare to US Taxes?
Canadian taxes are generally higher than US taxes, particularly when it comes to income and social contributions. Getting a clear picture of Canadian taxes vs US taxes helps cross-border residents, investors, and anyone planning to relocate make informed financial decisions. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you […]
Argentina Wealth Tax: Rates, Thresholds, and Rules
Wealth tax in Argentina ranges from 0.5% to 1.0% annually on an individual’s net assets, applying to worldwide assets for residents and Argentine-based assets for non-residents. It is one of the broadest and most aggressive net wealth tax regimes in Latin America, with progressive rates and periodic extraordinary levies on high-net-worth individuals. This article covers: […]
Swiss Wealth Tax By Canton: Rates and How It Works
Switzerland’s annual wealth tax is levied on net assets, but effective rates vary from canton to canton, from less than 0.1% to around 3% for wealthy residents. Because the system is cantonal and municipal, choosing where to live is an essential part of minimizing exposure to wealth tax in Switzerland. This article covers: Key Takeaways: […]
Colombia Wealth Tax 2026 Explained
Colombia now levies a wealth tax on individuals whose net assets exceed 40,000 Unidad de Valor Tributario (UVT) or about 2 billion Colombian pesos, with progressive rates from 0.5% to up to 5% for the very wealthy under the 2026 emergency tax regime. The Colombia wealth tax primarily applies to resident individuals and is designed […]
Countries Without Wealth Tax: Definition, Examples, and Trends
Countries like Monaco and Portugal do not impose a wealth tax, which makes them attractive for high-net-worth individuals and expats. Countries with no wealth tax allow residents to preserve more of their assets while benefiting from favorable tax systems. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have […]
External Asset Manager Roles, Benefits, and Key Comparisons
An external asset manager is a professional or firm that manages investment portfolios independently of banks, offering tailored wealth management solutions. This independence enables a more objective approach to portfolio construction and strategic decision-making. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp +44-7393-450-837 if you have any questions. We also offer […]
Is passive income taxed if you live abroad?
Passive income is usually taxed even if you live abroad, with your tax residency, income source, and the countries’ tax systems determining how much you pay. Living overseas can reduce or shift taxes on passive income, but it does not automatically eliminate them. This article covers: Key Takeaways: My contact details are hello@adamfayed.com and WhatsApp […]
How to Legally Reduce Tax on Investment Income Abroad
Legally reducing tax on investment income abroad starts by choosing the right residency and using tax treaties and territorial systems to limit or eliminate levies on foreign dividends, capital gains, and interest. By understanding how countries treat offshore income, you can reduce taxes on your investments, structuring them to pay only what the law requires—no […]
