by Abacus | Oct 19, 2022 | News
From time to time we all take advice. We seek advice from a Doctor when we don’t feel well, talk to a lawyer if we have legal concerns and we ask friends, family and colleagues about all sorts of things. We assume that the people we ask, have our best interests at...
by Abacus | Oct 19, 2022 | News
An investment banker stands on a beach in Mexico, watching a fisherman pootling into to the small dock. He’s got a little boat and once he’s moored it, he steps up onto the dock, a brace of fish under his arm. The banker approaches the fisherman and asks him if he had...
by Abacus | Oct 25, 2021 | News
It seems like yesterday that I wrote a blog about winning three prestigious awards at the International Investment Awards. It was actually a year ago and time really has flown by this last year. I’m delighted to confirm that we won the same three awards again this...
by Abacus | Sep 23, 2021 | News
From time to time we all take advice. We seek advice from a Doctor when we don’ feel well, talk to a lawyer if we have legal concerns and we ask friends, family and colleagues about all sorts of things. We assume that the people we ask, have our best interests at...
by Abacus | May 19, 2021 | News
I was chatting with a client the other day. I’d not heard from him for several years, despite regular nudging. This was the last in a series of meetings designed to take him through a full financial planning review process: life goals, timelines, strategies, risk,...
by Abacus | May 19, 2021 | News
At Abacus, we’ve been thinking about referrals a lot in the last few weeks. In particular, why the experience in the UAE is so markedly different from that of the US and UK. In those countries, a personal recommendation from an existing client is the primary source of...
