Research-Driven Wealth Independence for International Executives in Southeast Asia
Our philosophy isn't built on sales pitches or generic advice. It's built on a decade of experience, mentoring by industry experts, and original research with 51 C-suite executives who've nagivated the same challenges you face.
Advisory Fees, Not Product Sales -Here's Why That Matters
Most 'financial advisors' in Southeast Asia are actually product salespeople earning commissions on what they sell you. This creates an inherent conflict of interest - they're incentivized to recommend products that pay them the highest commissions, not necessarily what's best for you.
We're different. We are fiduciary advisors, which means we are legally and morally obliged to put your interests first.
Fiduciary Advisors
- ✔ Client focused
- ✔ Objective advice - paid in fees
- ✔ Long-term relationships
Traditional Product Sales
- ❌ Sales Driven
- ❌ Biased recommendations - paid in commissions
- ❌ Transaction-based
Southeast Asia Isn't Just Another Market
It's Our Speciality
Cross-border wealth management requires specialized expertise. US tax obligations for American expats, multi-jurisdictional planning, legacy & estate planning, and regulatory compliance across different countries - these aren't challenges you can solve with generic advice.
We've built our practice specifically around the unique needs of international executives in Southeast Asia - focusing on Vietnam and Thailand. Every strategy, every recommendation, every plan is designed for the realities of living and working in this region while maintaining global wealth.
US Expertise
Multi-Jurisdictional
Estate & Legacy Planning
Regulatory Compliance
Your Personal CFO
Robin Copley, ACSI
Managing Consultant, Financial Planner
For nearly a decade I've advised high-net-worth individuals, family offices, and institutional investors across the UK, Europe, and Southeast Asia. My work focuses on clarity - and two key areas:
- How to make work optional, helping clients never run out of money;
- How to leave a powerful legacy which reflects values, not just assets
A conversation with my mother when I was 18 - about the life she was yet to live - shaped everything. It taught me that wealth without clarity leads to regret.
That's why I do this work. My role isn't to sell products - it's to help successful people focus on what comes next.
I am fully qualified in both the UK, US, holding an Investment Advice Diploma and having passed the Series 65 exam. I am an Associate of the Chartered Institute of Securities & Investments.
Find out more about me on my LinkedIn >
Vy Nguyen
Executive Assistant
I help people move with ease. Whether it's managing complex calendars, coordinating high-stakes meetings, or being the quiet glue behind high-trust client relationships, I take pride in creating clarity and calm in fast-moving environments.
I serve as Executive Assistant to Robin Copley, supporting international families and business leaders with personal CFO serbices. In this role, I orchestrate behind-the-scenes operations, support client communications, and maintain the rhythm of both internal and external engagements.
I operate under a non-disclosure agreement as part of Wealth Architects, so clients can feel confident that their personal information is secure.