About Us
After living in China for years, two expats noted that their accumulated local savings earned no interest. They began researching investment options for their RMB and found that there were in fact great investment options available to foreigners!
The problem they encountered was that accessing these investments was complex and time-consuming.
After streamlining the process for themselves and understanding the system better, they began sharing their experience with others.
Building on their background working at some of the world’s largest investment and consulting companies, they founded ExpatInvest to provide investment options for foreigners living in China.
The need for strong partnerships in China is always crucial – so the team was rounded out with local experts in compliance, finance, and legal.
ExpatInvest is based in Shanghai, China.
Invest Where You Live
Some live abroad for excitement. Some for career development. Others want to provide new experiences for their families. No matter the reason, we all seek to ensure our financial security wherever we live.
Planning for the future while abroad can be complex. Financial advisors and wealth managers provide diverse services, many of which require complex international transactions or long term investments.
By working with ExpatInvest, you can plan for your financial future while investing where you live.
Our fees are simple
Investing can be intimidating. Our fees are not. ExpatInvest charges a straightforward management fee annually. We do not charge any transaction fees, account fees, or hide any other fees along the way.* Management fee details
*The annual management fee is charged by ExpatInvest. Your bank or payment provider may charge a small transaction fee. In addition, all financial products have a built in expense ratio See individual fund pages for more details.
1-2%
*The annual management fee is charged by ExpatInvest. Your bank or payment provider may charge a small transaction fee. In addition, all financial products have a built in expense ratio See individual fund pages for more details.
Intro Webinar
ExpatInvest partners Tom & Beau dive in to why they created the company, what we’re trying to accomplish, and how other expats in China might benefit from the service.