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Together at the Top
Independent, Specialist Financial Advice for Expatriates Around the World

At Fidelis Wealth Management, we combine over 50 years of investment and financial expertise to provide holistic financial solutions, including savings, investments, retirement planning, and insurance solutions.

 

Our comprehensive approach ensures optimal diversification and returns, whether you're building wealth for the future or starting to access your funds for retirement. 

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From our global offices in Kuala Lumpur, London, Singapore and Tokyo we are ideally placed to provide the service that you would expect from a group of companies regulated in the UK and Malaysia.

 

Contact us today to schedule a no-obligation, in-person or virtual, discovery meeting which will enable you to learn more about how we can help you plan for the future.

Here for You Every Step of the Way

Modern Bridge

The Pinnacle in expatriate
Wealth Management

Specialist Financial Planning for Expatriates from trusted advisers

If you are an expat, of any nationality, living anywhere in the world, contact us to receive comprehensive planning advice for you and your family
Retirement Planning

Start planning your ideal retirement today. Dream about your future while we work on how much you'll need for a comfortable life. Utilising advanced cash flow modelling, we craft a detailed retirement plan tailored to ensure you enjoy your later years worry-free.

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Savings & Investments

Maximise returns with tax-efficient investment strategies. Whether seeking growth or income, our portfolios are backed by our expertise in crafting a strategy that not only secures your financial future but also maximises tax efficiencies.              

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Insurance &
Protection Planning

 

Comprehensive protection for your  peace of mind.

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Fidelis offer Life, Critical Illness and Medical cover and we will provide a tailored solution for you and your families personal circumstances. 

 

We assess your needs, offering strategies to safeguard your financial future confidently.

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Trust Services

There can be many reasons to setting up a trust, from asset protection, tax mitigation and succession planning being of the most common. 

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The benefits of establishing a Trust will vary depending on your own individual circumstances and our advisers will guide you through the options to find the best solution.

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Repatriation advice

Returning to your home country can be a difficult decision and organising your finances prior to the move is an important step.

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Our experienced advisers can help organise your finances to make the transition as simple as possible whilst mitigating any potential tax burdens.                 

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Foreign Exchange

Whether you're managing overseas investments, buying a holiday home, or running an international business, our foreign exchange services offer tailored solutions.

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We help you navigate currency risks and optimise cross-border transactions, ensuring your global financial activities are efficient and effective.

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Traveling in Nature

Our Services

Mountain

Our Journey, Our Values, and Our Commitment to You 

Expertise

We believe that no two clients are the same, which is why we tailor every financial plan to fit your unique needs and goals. Our bespoke approach ensures that your investments align with your personal vision, providing you with a strategy that truly reflects your aspirations.

Personalisation

With decades of combined experience, our team brings a deep understanding of financial markets and wealth management strategies. We leverage our expertise to offer insightful advice and smart solutions, helping you navigate the complexities of investing with confidence.

UK standard quality advice

We are dedicated to providing you with the best possible service and working to a standard required in the highest regulated country in the world.  Fidelis works in partnership with our sister company in the UK and will provide expatriates with the level of advice they would expect from a top tier UK regulated advisory firm.

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Richard James

Director

Full bio

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Hiroshi Obara

Director

Full bio

Leadership Team

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