knowledge centre
The latest financial news and thought pieces from the team.
Top 10 Tips – New Year’s Resolutions to get on top of your finances in 2023
Get 2023 off to a good start.
Take a look at our top 10 tips to help you get on top of your personal finances and make 2023 a financial success.
Property vs. Stocks – What Should I Invest In?
We get a lot of questions around this topic, and there is a lot of misinformation and unconscious bias around the subject.
But what is actually the best investment – property or stocks?
Case Study – “I’m an architect living in Dubai – should I transfer my UK pension to a SIPP or a QROPS?”
Read about our client, David – an architect living in Dubai, he came to us wondering whether to transfer his UK pension to a SIPP or QROPS.
Demystifying Pensions – what’s the difference between a SIPP and a QROPS?
Do you have UK pensions? Have you heard a “SIPP” or “QROPS” mentioned and found yourself confused, wondering what they are or if you need one?
What Expats need to know about money and wealth
What is money, why is it important and how does your past shape your relationship to money in the present and your chances of reaching key financial milestones in the future?
How to create your own financial plan
What is financial planning, how could everybody benefit from having one and what are the sometimes-hidden components of a solid financial plan?
What you need to know about investing, before you commit a single dollar
What’s the difference between saving, investing and gambling? What are the four key investment principles that you need to understand, before you build a portfolio to grow your wealth?
How not acting on your finances, could be damaging your wealth
The power of compounding, how delaying action can have a damaging effect on your wealth and a simple framework to help you do something about it.
Personal recommendations and reciprocity
Why all marketing can be reduced to word of mouth. The value of a personal recommendation and why the situation can be different in the UAE vs the UK.
Conflicts of interest made simple for investors
Understanding incentives is particularly important when it comes to financial advice. Your outcome may depend on it.
What can a banker and a fisherman teach us about growth?
A familiar tale reflecting on the purpose of capitalism and the desire to grow, albeit with a slightly different conclusion and a call to action.
International Investment Awards 2021
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.