WELCOME TO

The Expat Investment Guide

Where we aim to equip you with the knowledge and tools necessary to make informed decisions about your investments whilst living abroad. 

Investing is the process of allocating your resources, such as money or assets, with the expectation of generating returns over time.

It allows you to grow your wealth and achieve your financial goals.

At The Wealth Genesis, we encourage our clients to look at 3 main themes when investing:


01

Is my investment aligned with my attitude to risk?

02

Is my portfolio offering value for money?

03

Is my portfolio in a tax-efficient wrapper, bespoke to my circumstances?


Below, we will look at these themes in greater detail and explain their significance when assessing your portfolio.

01 Risk Matters

In an investment account, certain assets are generally considered low risk, while others are classified as high riskโ€ฆ

By understanding your risk profile and building a portfolio that matches it, you can achieve a better balance between risk and reward, leading to a more successful investment experience.

02 Price vs. Value

As Warren Buffet famously stated,

โ€˜Price is what you pay, Value is what you getโ€™.


Investment portfolios have different costs associated with them due to their distinct investment approaches...

Itโ€™s important to note that, while working with a financial adviser does involve costs, the value they add to your investment planning often outweighs the fees.

Their expertise, personalised guidance, and ongoing support can help you make more informed decisions, optimise your investment returns, and achieve your financial goals more effectively.

03 Minimise Tax, Maximise Returns

Capital gains tax (CGT) and income tax on investment accounts can have a big impact on the overall profit from your investmentsโ€ฆ

We are committed to providing you with comprehensive advice that takes into account the intricacies of global taxation, allowing you to maximise your investment returns while remaining compliant with relevant tax regulations.

At The Wealth Genesis, we guarantee our clients no sales, commissions or conflicts of interest.
Just independent & regulated advice.

After all, itโ€™s your wealth, not ours.