Investment Strategies

Invest with confidence

As a wealthy expat in Portugal, it's vital to have the right investments to optimise your personal tax and financial position. With over €112 billion under management, our team focus on investing for sustainable returns and help you grow your wealth.

Expertise with Affluent Expats: Proven success with wealthy expatriates and HNW individuals, understanding complex financial scenarios and ensuring lasting value.

ESG-Oriented Approach: Partnering with managers who resonate with your Environmental, Social and Corporate Governance (ESG) values, we ensure ethical, responsible investments that align with your principles.

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€112bn +

Assets under management

ESG

Impact & ethical investments

Managing Wealth and Tax Planning Together

Optimising residency with your strategic investments

Our team of experts work with top international investment managers who have a proven track record for delivering value creation, catering specifically to affluent expats and their families.

Outstanding Record for Success

Our selected investment managers boast a proven long-term investment performance, strategically managing your assets to optimise returns and secure your financial future.

Experience with Affluent Expats

Leveraging years of experience working with affluent expats, our investment managers tailor their approach to suit your unique circumstances, ensuring financial solutions that complement your expat lifestyle and objectives.

Over €112 Billion Under Management

Partnering with industry-leading investment managers means your money is in capable hands, with access to vast resources and opportunities to maximise your families wealth.

ESG Investment Ethos

Our investment managers integrate Environmental, Social and Corporate Governance (ESG) principles into their strategies, offering you the chance to promote sustainability, diversity, and global impact while ensuring financial returns.

Transparency and Trust

Our expert team and investment partners prioritise delivering exceptional value with total transparency, trust and security.

How we support affluent expats

Client case studies

Financially guiding these entrepreneurs to their ideal requirements

"When we moved from London to Lisbon, excited about broadening our UK investments, Portugal Pathways assisted with our D7 Visa, set up the NHR tax regime, and advised on our investment structure. They also guided us on structuring our investments, helped us navigate the local markets, and provided continual support including introducing us to a fabulous language coach, who has now become a firm family friend."

Anton Newman

Lisbon

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Financially guiding these entrepreneurs to their ideal requirements

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Maximise your wealth, tax status and life in Portugal

Schedule a free consultation with one of our expert team so that we can offer personalised support to meet your specific needs.

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In order for us to best help you, please state: what solutions you require, the status of your residency, if you hold NHR tax status, if you are currently applying/intending to apply for NHR, if you hold a NIF ID, if you are currently applying/intending to apply for a NIF ID, if you have medical insurance in Portugal, and if you have proof of an address in Portugal, in addition to any other pertinent information.

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Disclaimer: The information on the Portugal Pathways website and in email communications is for general informational purposes only and should not be construed as legal, tax, or financial advice. You should consult and check with a qualified professional advisor before relying on any information provided on this website or in email communications.