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About
Services
Wealth Management
Family Legacy Planning
Tailored Lending Solutions
Team
Purpose
Research Hub
Education Hub
Video Hub
Contact
Education Hub.
Providing clarity through expert analysis to guide your financial journey.
27 Mar 2025
Light at the end of the tunnel
Education Hub. MARCH 27, 2025 Light at the end of the tunnel SHARE Facebook Tweet Linkedin Vantage …
24 Mar 2025
Wealth Management in Dubai: A Guide for Millionaire Expats
Dubai has cemented itself as a premier destination for high-net-worth individuals (HNWIs) seeking a tax-efficient, business-friendly, and globally connected environment.
22 Mar 2025
Legacy Planning in Dubai: Secure Your Future
Wealth is more than just financial assets—it represents hard work, success, and a family’s vision for the future. However, without proper legacy planning, even the most carefully built wealth can be eroded over time due to taxation, legal complexities, and family disputes.
21 Mar 2025
Family Offices in Dubai: What You Need to Know
Dubai has emerged as a global hub for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) seeking to establish family offices.
20 Mar 2025
Three Simple Rules From The Man Who Inspired Warren Buffett
Markets are counterintuitively riskier when they rise than when they fall, so intelligent investors are contrarian, buying from pessimists and selling to optimists.
23 Jan 2025
Our Aging Planet – What’s the Opportunity?
Look closely and you’ll spot some gray in the globe’s otherwise lustrous mane of hair. The world’s population is aging rapidly. And as with any other significant shift in society, it will likely have a massive impact on global markets.
3 Jan 2025
Will 2025 be a hot year for IPOs?
The outlook is looking a lot more exciting for IPOs this year, with companies from an eclectic mix of industries and geographies looking to make their debuts.
27 Dec 2024
Creating multi-generational wealth through efficient asset-ownership
Titling your assets properly can help you minimize estate taxes, avoid probate, and have more control over your wealth distribution after your death.
27 Nov 2024
Philanthropy – more than just giving
When it comes to making a difference in the world, you might think about donating money or lending a hand to a charity. But beyond these acts of generosity, philanthropy steps in,
16 Nov 2024
Moving to Dubai
Dubai is quickly becoming one of the most sought-after destinations for high-net-worth individuals (HNWIs) from around the world. Known for its unparalleled lifestyle, world-class infrastructure, and attractive tax policies.
13 Nov 2024
Keep Your Family Business Thriving For Generations
In today’s ever-changing business world, keeping the family business thriving and passing the torch to the next generation isn’t a walk in the park anymore.
7 Nov 2024
Wealth Planning – for a lasting legacy
Families often procrastinate wealth planning because it can seem like a labyrinth of complexities. But this approach can end up being very costly: wait too long, and risk losing a fortune.
1 Nov 2024
Using Trusts in Financial Planning
Trusts are a popular way to manage, protect, and distribute wealth across generations. They’re legal entities that hold onto and look after assets on behalf of at least one person.
25 Oct 2024
Investing in India
India’s a bit like the elephants that frequent its forests: a force to be reckoned with. The nation has been independent for little more than 70 years, and in that time it’s bounced back from the colonial experience with aplomb.
23 Oct 2024
Protecting your loved ones with life insurance
Life insurance isn't just another financial product: it's your safety net, ensuring your loved ones are taken care of financially in the unfortunate event of your passing.
11 Oct 2024
Recession-proof Portfolios
Recessions are an unfortunate part of economies – they destroy businesses, put people out of work, and permanently alter the way the world works. But what are they, what causes them – and how can you prepare for the next one? Let’s dive in.
2 Oct 2024
Building a perfectly balanced portfolio
What should I buy? Which sectors? Which regions? Small or large companies? First up, it’s really important to understand how your investments interact with each other within your portfolio.