We're holistic financial planners

Established nearly two decades ago in Dubai, our company is built on strong family heritage with values of honesty, integrity and ethics at its heart.

We’re passionate about helping expats protect, preserve and grow their wealth for themselves and the generations that follow.

Our holistic approach to financial planning puts the interests of our clients at the forefront of everything we do. Each plan encompasses every aspect of your financial life and our advisers are there to keep you on the right track to the end.

Our central focus is on enhancing our service and your experience with us, which is why we have invested in global compliance systems, highly qualified professionals and the most innovative technology available. 

Our mission 

To be a financial advisory with honesty and integrity at its heart: that clients recommend to their family and friends; employees are proud of; and regulators mark as the industry standard. 

Our values

Family: As a family advisory, we have always valued our people above all else. Through development and support, we maintain a loyal team. Through commitment, care and communication we build strong client relationships. 

Honesty: We see ourselves as an example of transparency, strong ethics, integrity and responsibility.

Duty: We are committed to delivering exceptional service to our clients and raising industry standards.  

Our social work

We believe we have a social responsibility, which is why we get heavily involved in charitable work and giving back to the community. Take a look at our charitable work.