Delighted to announce that for the second year in a row, we have won 3 awards at the International Investment Awards ceremony. We collected Excellence in Client Services (Advisers) – Middle East and Excellence in Advisory Best Practice – Middle East and the overall award for Excellence in Advisory Best Practice. A testament to our wonderful team’s consistency.
Understanding incentives is particularly important when it comes to financial advice. Your outcome may depend on it.
We all prioritise different aspects of our life, based on what we deem important. When it comes to important financial decisions however, a delay can be costly.
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 new clients for most high-quality advice firms.
The events of 2020 were unprecedented. As we head into 2021, you may be thinking about what you want to change in your life and the goals you want to hit. Working with a financial planner to develop a clear plan of action, could dramatically increase your chances of success.
For the team here at Abacus, 2020 was always going to be a year to look inward, invest and build for the next decade. We are focussed on growing our business, to help a greater number of people achieve their most important goals, while they live and work in the UAE.
Bod has arrived to help investors get a better deal. While you might be thinking of the little yellow character from the 1975 kids TV show, this is actually Bod 49, a new piece of legislation introduced by the UAE Insurance Authority.
We recently won three awards at the prestigious International Investment Awards. A very different experience this year, for obvious reasons. No business travel, getting dressed up or mixing with our peers during a glamourous evening. Perhaps the experience of being at home and watching events unfold online, allowed for some useful reflection.
At Abacus we provide financial planning and investment management services to our clients, but as the wider impact of the pandemic unfolds we can also refer our clients to firm’s who can help with a wide range of issues.
Most foreign nationals currently living and working in Dubai, will not remain in the principality permanently and eventually return home, or head off to new horizons. From a financial planning point of view, moving from a largely tax-free environment, to a taxed one often has its complications and early planning is essential if you want to avoid costly mistakes.