Wealth Management in Dubai

Wealth management in Dubai is a comprehensive service designed to help you grow and preserve your wealth. Find out how you could benefit from professional, bespoke wealth management advice with Holborn Assets

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Dubai has nearly 68,000 high net-worth individuals (HNWIs), according to a report by Webster Pacific.

HNWIs are defined as those with $1 million or more in wealth. Those with a high net worth often have different needs and require a more comprehensive approach to financial planning and financial advice.

As the name implies, wealth managers in Dubai manage assets on behalf of a client. They provide tailored advice and services to help clients reach their financial goals.

Our guide provides a definitive look at the benefits of wealth management in Dubai and other essential information.

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The benefits of wealth management in Dubai
What is the difference between financial advice and wealth management?
What services can a wealth manager offer?
How to find a wealth manager in Dubai
Wealth management in Dubai with Holborn Assets

The benefits of wealth management in Dubai

HNWIs often have unique needs and different financial hurdles to overcome.

Investment advisory is just one aspect of wealth management that can provide numerous benefits. Investors can make more informed decisions and better understand potential risks.

Wealth management in Dubai can also help expats better navigate complex topics such as tax.

For many global citizens, their country of origin often differs from their country of residence.

As a result, they must contend with tricky tax situations, such as inheritance tax on global assets. This is often a common issue for expats from the United Kingdom living in Dubai.

Wealth planning and asset management can ensure you are as tax-efficient as possible. For a more detailed breakdown, read our article on why you need a wealth management strategy.

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What is the difference between financial advice and wealth management?

Although the two terms are used interchangeably, there is a difference between financial advice and wealth management. The main difference is the type of client each is aimed towards.

Financial advice typically involves helping a broad range of clients plan and manage their finances. This can include recommending things such as investment products to reach their financial goals.

Meanwhile, wealth management is a more comprehensive service. Wealth managers tend to work with high/ultra net-worth individuals. However, their services are not always exclusive to those with large amounts of wealth.

Read our article to learn more about the difference between a financial adviser and a wealth manager.

What services can a wealth manager offer?

A one-size-fits-all approach to wealth management does not work.

Instead, our wealth managers in Dubai ensure you receive tailored advice and services that fit your needs and goals.

At Holborn Assets, we offer clients a broad range of services, such as:

Investment advice
Portfolio management
Estate planning
Capital gains
Inheritance tax planning
Trusts and gifting advice
Philanthropic planning
Wealth preservation
Legacy planning

For a more in-depth guide on services, read our article about the benefits of wealth management services.

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How to find a wealth manager in Dubai

Finding the right wealth management company in Dubai is essential as it can significantly impact the growth and preservation of your wealth.

You must ensure the adviser looking after your account has the financial knowledge and experience to handle your needs.

It’s also important to know the adviser’s fee structure upfront, so there are no hidden charges along the way.

You can book a free, no-obligation meeting with Holborn Assets. This allows you to meet with your adviser and ask any questions you have before committing.

Read our article on choosing the right wealth management company in Dubai for a more in-depth guide.