Wealth Managers & Investment Consultants · Sarrià-Sant Gervasi, Barcelona
English-speaking expat investment adviser in Sarrià-Sant Gervasi, Barcelona
Investing as an expat means thinking about tax in more than one country, and an adviser should explain the costs plainly.
In Spanish: asesor de inversiones para expatriados. Each business below lists expat investment adviser or a closely related specialty. We check for a sign of English and a real address, not fluency, so confirm the service when you book.
See the 5 matches below5 matches found near Sarrià-Sant Gervasi
Here are 3, real and verified. Add your details and we will email you the other 2, ranked, with contact details and typical prices for this service in Barcelona.
Barcelona Financial Adviser, Chris Burke (Spectrum IFA)
5.0(82 on Google)Eixample, Passeig de Gràcia (serves all of Barcelona)
Speaks: English
Creand Wealth Management - Barcelona
4.5(6 on Google)Av. Diagonal, 532, Sarrià-Sant Gervasi
Speaks: English, Spanish, Catalan
Ronda General Mitre, Sarrià-Sant Gervasi
Speaks: English, Spanish
2 more matched nearby
Expat investment adviser in Sarrià-Sant Gervasi, Barcelona
All 5 are listed below. Contact details and links for the first 3 are open, tell us what you need and we will email you the other 2 with contact details and typical prices.
Barcelona Financial Adviser, Chris Burke (Spectrum IFA)
5.0(82 on Google)Eixample, Passeig de Gràcia (serves all of Barcelona)
Speaks: English
Creand Wealth Management - Barcelona
4.5(6 on Google)Av. Diagonal, 532, Sarrià-Sant Gervasi
Speaks: English, Spanish, Catalan
Ronda General Mitre, Sarrià-Sant Gervasi
Speaks: English, Spanish
Sarrià-Sant Gervasi
Speaks: English, Spanish
Barcelona-wide
Speaks: English, Spanish
What to ask before you book expat investment adviser
- Are you independent, and how are you paid?
- What is the total annual cost, including fund fees?
- How do you handle tax reporting in Spain?
Typical prices in Barcelona, 2026
- Ongoing portfolio management0.5 to 2.5%
Typical market ranges from published sources, not the fees of any professional listed here.
expat investment adviser across all of Barcelona · All wealth managers & investment consultants in Sarrià-Sant Gervasi
Guides on expat investment adviser
Financial Adviser or Wealth Manager in Spain: Expat Guide 2026
Regulated financial advice in Spain costs roughly 1% to 1.5% of assets managed a year, or a flat fee for one-off advice, in 2026. Here is what a wealth manager does, how regulation works, and what to check first.
Read the guideSpain Wealth Tax and Solidarity Tax 2026 for Expats: Catalonia Rates
Catalonia taxes net wealth above 500,000 euros, and a state solidarity tax applies above 3 million. Here is how both work for residents, non-residents and Beckham law expats, and when to file.
Read the guideQuestions
Is there an English-speaking expat investment adviser in Sarrià-Sant Gervasi, Barcelona?
Yes. 5 businesses in our directory list expat investment adviser or a closely related specialty in Sarrià-Sant Gervasi, Barcelona. We list a professional after finding a checkable sign of English and a real address, but we do not test fluency, so confirm when you book that the person treating you works in English and that they do this specific service.
What is expat investment adviser called in Spanish?
Search for "asesor de inversiones para expatriados". Many Barcelona providers advertise mainly in Spanish or Catalan, so searching both languages shows the whole market, while the businesses listed here show English on their own website or social media.
How much does expat investment adviser cost in Barcelona?
Ongoing portfolio management: 0.5 to 2.5% (% of assets managed, per year). These are typical ranges from published sources, not quotes, so ask for a written quote and compare.
What should I ask before booking expat investment adviser?
Are you independent, and how are you paid? What is the total annual cost, including fund fees? How do you handle tax reporting in Spain?