knowledge centre

The latest financial news and thought pieces from the team.

International Investment Awards 2021

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.

Whose side are you on?

Whose side are you on?

Understanding incentives is particularly important when it comes to financial advice. Your outcome may depend on it.

Just review it.

Just review 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.

The best compliment you can give is a referral.

The best compliment you can give is a referral.

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.

Reflect on your past, to clarify the future.

Reflect on your past, to clarify the future.

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.

Focus on a better future in 2021

Focus on a better future in 2021

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.

Here comes Bod 49 – A move in the right direction.

Here comes Bod 49 – A move in the right direction.

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.