Bite Size Briefing with W1M: Wealth Management for Expats – What You Need to Know as a Global Mobility Professional.

From: Dec 09, 2025 @ 3:00 PM
To: Dec 09, 2025 @ 4:00 PM
Timezone: UTC +00:00
Location: Online

Bite Size Briefing with W1M: Wealth Management for Expats – What You Need to Know as a Global Mobility Professional.

Experts from W1M will explore key wealth management considerations for internationally mobile employees – from tax implications and investment strategies to retirement planning and cross-border compliance. This session will provide you with practical insight to help you better support your globally mobile employees as they build and manage their careers and wealth across borders.

The local time of the event is 15:00 - 16:00 GMT

Why you should attend

Global Mobility professionals are increasingly expected to understand the broader financial landscape affecting their internationally mobile employees. This session offers practical, jargon-free insight into the wealth management issues that commonly arise when employees move across borders – including tax considerations, investment planning, retirement arrangements and compliance risks. By attending, you’ll gain a clearer understanding of where wealth management touches the mobility lifecycle and how to spot when external advice may be needed, helping you provide more informed, confident support to your employees.

Who should attend

EA Members, In-house Global Mobility Professionals & anyone on our GMPD programme.

This webinar is ideal for in-house Global Mobility professionals of all experience levels who want to strengthen their understanding of personal finance considerations for mobile employees. It is also relevant for those in HR, Reward or Talent roles who support international assignments, cross-border moves or remote working arrangements.

Industry partners on our GMPD programme are very welcome to come along and learn more about the financial impacts of an international move on an employee and their family.

If you are not an Expat Academy member and would like to find out more please contact Tony Miller

What will be covered

W1M’s experts will walk through the wealth management topics most frequently encountered in Global Mobility, including:

  • How international moves can affect an employee’s tax position and financial planning

  • Key considerations for cross-border investment and savings strategies

  • Retirement planning challenges for internationally mobile professionals

  • Regulatory and compliance issues to be aware of when supporting employees in multiple jurisdictions

  • Practical examples of when specialist advice may be needed and how to guide employees appropriately

The aim is to equip you with the awareness and confidence to navigate these conversations and signpost employees effectively.

Agenda

Day 1

Bite Size Briefing with W1M: Wealth Management for Expats – What You Need to Know as a Global Mobility Professional

Bite Size Briefing with W1M: Wealth Management for Expats – What You Need to Know as a Global Mobility Professional
15:00 - 16:00

Experts from W1M will explore key wealth management considerations for internationally mobile employees – from tax implications and investment strategies to retirement planning and cross-border compliance. This session will provide you with practical insight to help you better support your globally mobile employees as they build and manage their careers and wealth across borders.

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