Finsbury Associates collected three titles at the annual international awards cementing their position as the Best Adviser Firm in the Middle East Region. Dubai, UAE: Finsbury Associates was named the ‘Best Adviser Firm in the Middle East’ at the International Adviser Best Practice Adviser Awards 2022 in partnership with Morningstar Wealth Platform. The Dubai-based wealth management firm won a total of three honours, continuing its seven-year winning streak at the one of the adviser industry’s most prestigious awards:   Best Adviser Firm in the Middle East   Excellence in Business S ..read more

What’s next for the UK Economy, following Boris Johnson’s resignation? Following the announcement of Boris Johnson’s resignation, the initial focus will be on who is his successor, and investors, in particular, will be watching how this unfolds in the coming days.  The resignation did bring some light relief to the Pound, which had been tumbling against the US Dollar and Euro mainly on the back of recession fears, while the FTSE managed to climb after a recent sell-off. This is likely to be based on the assumption that Johnson’s replacement may restore Conservative party unity and provide ..read more

As an expat living in the UAE, you may have a growing concern about planning for your child’s future, especially when it comes to education savings. The UAE is a vibrant and thriving country with a diverse expat community, making it an attractive destination for families. However, the cost of education can be significant, and without proper planning, it may become a financial burden. In this blog, we will explore the essential steps to secure your child’s education future, covering various aspects of education savings for expats in the UAE. Understanding the Importance of Education Savings E ..read more

Securing our family’s future is a top priority. Unexpected health issues can disrupt our lives and impact our financial stability. This is where Critical Illness Insurance can play a crucial role in providing a safety net. In this informative blog, we will explore the significance of Critical Illness Insurance and how it can be a lifeline for families in the UAE. Understanding Critical Illness Insurance Critical Illness Insurance is a type of insurance policy that provides financial protection to policyholders in the event of being diagnosed with a critical illness. Unlike traditional health ..read more

Retiring in the UAE The United Arab Emirates (UAE) has become an increasingly popular destination for expats, including retirees. With its booming economy, tax-free income, and luxurious lifestyle, the UAE offers an attractive option for those looking to spend their golden years in a vibrant and cosmopolitan city. However, retiring in the UAE requires careful planning and consideration. In this blog post, we’ll explore what you need to know about retiring in the UAE and how to plan for it. Visas The first thing to consider when planning to retire in the UAE is your visa status. Unless you are ..read more

Updates announced to the UAE Family Law for Non-Muslim Expatriates A series of new UAE family laws announced in December 2022 came into effect in February this year, covering changes to UAE family laws such as marriage, divorce, child custody and inheritance for non-Muslim expats. The new UAE family law also regulates procedures for inheritance, wills and proof of paternity. “It organises the procedures for settling the financial claims after divorce, and the arrangement of joint custody for the children,” the UAE Government Media Office said in a statement. So what exactly does the new UAE Fa ..read more

Is a Jumbo Life Insurance Policy the Right Choice For Your Portfolio? Jumbo life insurance gets its name from its significantly high value. Also known as ‘universal life insurance’, the cover for a jumbo life insurance policy often falls in the range between $1-$100 million. A strategic part of many HNWs wealth structuring and estate planning, this kind of policy goes beyond a traditional insurance cover to also include an investment component. How Jumbo Insurance Investment Works? Where your money is invested depends on the kind of jumbo life insurance policy you choose: Fixed jumbo life ins ..read more

Understanding the SVB Collapse and its Implications It took 48 hours for Silicon Valley Bank (SVB) to collapse. Last year, it closed with a valuation of $209 billion, and was the 17th largest bank in the USA – so how did it spiral into chaos and shut down in just two days?  Read on to understand exactly what happened, find out how this may affect you, and what our advice is to ride out the storm.   Why SVB collapse happened?   In 2020-21, when the US government lowered interest rates to support the economy during the covid-19 pandemic, SVB invested in long-term bonds and was enj ..read more

Active Management and Diversification High rates of inflation, bear markets, an energy crisis, geopolitical conflict, rising interest rates – the outlook has been anything but ideal for financial markets, and with the UK’s deepening political and economic crisis, things may be on rocky ground for some more time. It’s at times like this that investors tend to step back and take a more passive approach in order to lower their exposure to risk. However, experienced fund managers know that this is when you step in and actively manage portfolios, diversifying them to strategically offset losses wit ..read more