We work with people like you, to develop and implement financial plans that consider the lifestyle you’d like to have today and your plans for tomorrow. We are all expats and some of us have been in the UAE for several decades. We are passionate about building long-term relationships with our clients, by providing them with essential context so they can prioritise, invest and make critical decisions to get where they want to go. We have been recognised with a string of awards over the years - testament to our commitment to client care.
We work as wholly independent, fee-based financial advisers. As a result, we are the agent of the client and do not represent the interests of any third-party product provider. Imagine a meeting room table, with banks, asset managers and other product providers on one side and you sat on the other side, with us alongside you - that’s the dynamic. We are here to work with you, as your representative, to challenge solution providers and to make sure that what you’ve decided counts and remains at the centre of every financial decision you make.
what you can expect from us
In a word: ‘excellence’
To act with integrity, efficiency and to be proactive in the way we work with you. To be responsive to your needs and not just slavishly following corporate policy.
OUR CLIENT SERVICE PROPOSITION
How we do what we do
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.
How we are regulated
The abacus team
Con Lillis - MBA
Chief Executive Officer
Kausik (Kay) Pindoria - BA (Hons), Dip PFS, Chartered MCSI
Chief Operating Officer & Financial Analyst
Rupert J Connor - BA (Hons) ACSI
Andrew Hedger - DipPFS, Chartered MCSI
Craig Holding - BCom (Fin Mktg) Adv Dip FP
David Maclaren - BA(Hons), ACSI
Oleg Morii - BA(Hons), MA
Chartered Wealth Manager
Czyrine Mabini-Retirado - AB Legal Management
HR & Admin Manager
Andrew Johnson - ACSI
Senior Financial Consultant
Frederick Van Heerden - Adv Dip FP
Associate of Craig Holding
Connie Quijada - BS Applied Mathematics
Venz Mangilog - BSE English
Ivy Maraon BS CMA
Mara Mae Ondog