An independent firm for people whose lives don't fit a single passport.
Invest Expat was founded on a simple observation: traditional banks treat internationally mobile clients as edge cases. We built a firm where they're the rule.
Founded in Vienna. Built for the World.
We work with British executives consolidating post-Brexit pensions, EU professionals moving every few years, globally mobile families settling in Austria, and the diplomatic community that powers Vienna's international organisations.
Our advisors hold US, UK, EU and Austrian qualifications between them. Most have lived the same life as our clients — moving countries, navigating tax treaties, building portfolios that had to be undone and rebuilt at every border crossing.
That's the firm we wished we'd had. So we built it.
What we stand for.
Independence
No tied products. Management fees agreed upfront; any provider commissions disclosed openly so you always see how we earn.
Transparency
Every cost, every structure, every conflict — disclosed in writing, on day one.
Patience
We build relationships across decades, not transactions across quarters.