SHARED EXPERIENCE

We come from all corners of the globe. As expats, we’ve faced many of the same challenges you face. We started Abacus to make something important available locally; a privately owned, wholly independent firm of financial planners, working in line with the highest global standards of client care.

investing in relationships

Our core team have been together for many years. Many of our clients have been with us for years too. The reason is simple. We’re small enough to treat you as an individual and strong enough to consistently deliver on our commitment to you.

wE’RE HERE TO HELP

Our clients typically want help with these things:

SAVINGS
ACCOUNTS

INVESTMENT PORTFOLIOS

PENSION
PLANS

ALTERNATIVE INVESTMENTS

RISK
MITIGATION

How we are regulated

Abacus is regulated by UAE Securities and Commodities Authority (SCA) who provide regulation and impose standards on the conduct of investment business to protect investors in the UAE. Abacus is licensed under registration number 706040.

The abacus team

Con Lillis - MBA, Chartered MCSI

Con Lillis - MBA, Chartered MCSI

Chief Executive Officer

Kausik (Kay) Pindoria - BA (Hons), Dip PFS, Chartered MCSI

Kausik (Kay) Pindoria - BA (Hons), Dip PFS, Chartered MCSI

Chief Operating Officer & Financial Analyst

Rupert J Connor - BA (Hons) ACSI

Rupert J Connor - BA (Hons) ACSI

Partner

Andrew Hedger - DipPFS, Chartered MCSI

Andrew Hedger - DipPFS, Chartered MCSI

Partner

David Maclaren - BA(Hons), ACSI

David Maclaren - BA(Hons), ACSI

Partner

Oleg Morii - BA(Hons), MA

Oleg Morii - BA(Hons), MA

Chartered Wealth Manager

Andrew Johnson - ACSI

Andrew Johnson - ACSI

Senior Financial Consultant

Brian Stewart - ASCI Bsc

Brian Stewart - ASCI Bsc

Senior Financial Consultant

Frederick Van Heerden - Adv Dip FP

Frederick Van Heerden - Adv Dip FP

Compliance Officer

Venz Mangilog - BSE English

Venz Mangilog - BSE English

Executive Assistant

Mary Joy Lou

Mary Joy Lou

Executive Assistant

Alexis Erquita

Alexis Erquita

Administrator

Jenny Venturina

Jenny Venturina

Assistant Administrator

AWARDS

Here’s a sample of our most recent awards, many of which are repeat wins. Our biggest reward however, is that our clients stay with us over many years.

OUR CLIENT SERVICE PROPOSITION

How we do what we do

Abacus invest in what counts

Want to get into the detail of what we do, how we do it and what we charge? You can download our client service proposition here.