+63 929 2909788

Wealth Management in Dubai

When living in another country your current and future financial security is paramount for successful wealth management.

Life in Dubai and the Middle East is somewhat different from the rest of the world. Therefore, it’s important that your wealth is managed by a company highly experienced in this region.

Dependent on personal circumstances, such as age, marital status, salary, personal net-wealth, length of stay and retirement plans, everyone’s financial requirements will differ.

We offer bespoke services to ensure financial efficiency based on your personal circumstances. The following services are some of the ways to achieve successful wealth management.

Asset and Wealth Management

Management solutions for individuals with a high-net wealth will be discussed allowing for medium and long-term goals, strategies and targets allowing for the guarantee of financial security.

Life Insurance

A vital part of your financial planning, life insurance will differ for expats who are overseas. One of the major concerns is that in the event of your death that your family and those you wish to support will enjoy a high quality of life.

As an expat you may wish to invest in private education for your children to give the best chance of a successful future. A high standard of education gets ever more expensive year by year. Planning for this gift for your offspring will give you the peace of mind. The family home will remain as an asset whilst your loved ones continue to have their current standard of living

Retirement Planning

The sooner that you start planning for your retirement years, the easier it will be to ensure an ongoing high quality of living. An experienced financial consultancy can help successfully plan your retirement. This process can be confusing alone and a financial advisor is best placed to guide you with a considered approach. Capital Associates are experts at formatting personal financial portfolios to ensure a high standard of during retirement.

Foreign Exchange

The ever changing foreign exchange rates affect expats. A dedicated personal account manager and professional currency brokers offer practical advice on hedging and risk management, help to perform transactions in multiple currencies, set up forward fixing contracts, achieve competitive rates for foreign currency exchange with commission free international payments, currency specific updates and expert advice for savings, asset management and pension income.

Pensions

There are various pension options like QDROPS (Qualifying Recognised Overseas Pension Schemes) that allow the transfer of overseas pension to meet the required standards and conditions. QNUPS (Qualifying Non-UK Pension Scheme) are beneficial to top-up the overall amount of your capital and assets or when pensions don’t qualify for QDROPS.

Recognised by UK HM Revenue & Customs, Capital Associates financial advisors are happy to explain both of the above schemes and determine which would be most beneficial for the very best wealth management.

Savings and Investments

By assessing your future plans, your financial advisor will help you create an investment strategy using the world’s best fund managers. This will ensure that you achieve the most secure and tax efficient option. The correct savings and investments options are vital to make your money work as hard as it can.

Estate Planning and Property Investment

One of the best ways expand your net worth, our independent financial advisors build property portfolios and find ideal locations for property investment and our clients retirement years.

Safeguarding your valuable assets and drawing up a will is essential for your successful wealth management. By protecting your personal wishes we can help to ensure that your loved ones are provided for in a professional manner. Our financial advisors transfer assets into a trust, know about the lowest rates on lifetime transfers, optimal tax exemptions, life insurance, inheritance tax issues and personal financial protection.

What we do

  • Investments
  • Pensions Planning
  • International Estate Planning
  • International Tax Advice
  • Existing Fee Analysis
  • Mutual funds Investments
  • Notes & Bonds
  • Personal 1 to 1 Planning
  • ETFs
  • QROPs
  • SIPPs

Get in touch

We would love to hear from you, so please get in touch for an informal chat or to book an appointment.

Please feel free to call us on: +Tel: +971 2 3090407 or click below

Pin It on Pinterest

Share This