Mutual Funds is the better Investment Vehicles Plans in UAE, Abu Dhabi and Dubai - PowerPoint PPT Presentation

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Mutual Funds is the better Investment Vehicles Plans in UAE, Abu Dhabi and Dubai


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Title: Mutual Funds is the better Investment Vehicles Plans in UAE, Abu Dhabi and Dubai

Call Us  971508894735
Expat Wealth Care help expats in the Middle East
with all matters of wealth protection, wealth
preservation and wealth creation through the
likes of medical cover, life cover, critical
illness cover, mortgage protection, savings
plans, international pension plans and the
management of UK pension transfers.
Expat Wealth Care is an independent brand created
and operated by Stefan Terry.  We provide advice
and guidance on the topic of financial planning,
solely focussing our strengths on the Middle
Eastern market. Stefan has been advising clients
in this region for over 7 years and Stefans
support team has carefully been selected to
ensure that customer satisfaction is kept at the
highest level throughout the relationship with
our company.
Our Team
Stefan Terry Bsc Hons CII Award
Paula Leonor
Strawberry Palacio
Investment Advice Portfolio Management
Expat Wealth Care have many strategic
relationships with financial institutions and
investment companies, subsequently enabling us to
provide access to a plethora of investment
opportunities in the form of Mutual Funds,
Exchange Traded Funds (ETFs) and Direct
Equitie. We work closely with JP Morgan,
Fidelity, Schroder, Vanguard, PIMCO, Morgan
Stanley, Templeton, Invesco and Cannacord Genuity
Wealth Management to name a few.
Retirement Planning
Retirement planning is something we all have to
address at some point in our lives.  Some
individuals will be looking to maximise on what
they already have in place for retirement and
others will be looking to build up the retirement
pot throughout their working career to ensure the
best possible retirement.
Education Planning
These days, planning for the cost of your
childrens education is becoming an absolute
necessity due to educational costs all over the
world increasing at an alarming rate. Investing
in your little genius, will become undoubtedly
one of the most powerful investments that a
parent can ever make.  A happy and successful
child is something that every parent wishes
for. The key to success on this matter is
planning well in advance.  However, we have many
solutions that we can offer to you, to help plan
for this large cost.
Life Assurance for Mortgages
Life Assurance is a pre-requisite for many banks
around the world, for the approval of a
mortgage. This will ensure that no property debts
are left to your family in the event of your
demise. We work closely with many global
insurance providers and we are able to scan the
market place to ensure that we can offer not only
the best cost but also the best overall
protection package that best suits your exact
Key Man Insurance
Key Man Insurance should be considered for all
business owners to protect the future endeavors
of their business and to ensure business
continuity. Key Man Insurance (also know as Key
Person Insurance) is a life and/or disability
policy taken out by the business as a beneficiary
in the event of death or disability to key
person(s) in the business.
Sipps, Qrops Qnups
As an expat, you have undoubtedly heard of this
terminology amongst friends, colleagues and
TV/Internet media. SIPP (Self Invested Personal
Pension) are more intended for those planning to
retire in the UK, or if the pension is of a
relatively small size.  A SIPP falls under the
HMRC tax laws in the UK, so tax is applicable at
drawdown if residing back in the UK. QROPS
(Qualifying Recognised Overseas Pension Scheme)
are intended for those who are not planning to
retire in the UK and involves transferring the
pension into another jurisdiction such as New
Zealand, Malta, Gibraltar and Isle of Man.  A
QROP is a solution that could potentially lead to
a tax-free pension but would be dependant on
which aforementioned jurisdiction was used to
hold your pension.  Furthermore, it would also be
dependant on any current double taxation treaties
(DTAs) that were applicable to the chosen
jurisdiction and the country of residence. QNUPS
(Qualifying Non-UK Pension Scheme) is the latest
scheme to be introduced by the HMRC in 2010 and
is an overseas pension scheme in which cash and
assets that are not eligible for UK tax relief
can be contributed.
Stefan is an extremely rare breed of Financial
Advisers. He is very generous with his time,
advice and insights. He literally haunts you to
do the right moves versus many others who seal
the deal and move on to the next client, and
guess what, Im always benefiting from his
valuable habit. With Stefan, you get the true
benefit of expertise and integrity (quite rare in
the world of finance lately). He is young but
blessed with patience and wisdom. Where was he 17
years ago.good people deserve to have their own
Stefan managing their wealth.

Omar Kabbani  Managing Partner at Lighthouse
Trustworthy and reliable, it is a pleasure to
work with Stefan. I have seen a substantial
increase on my financial results since I am
advised by him. Ill recommend Stefan to anyone
looking for an efficient and personalized
service. Jean-Baptiste
Granger Director of Food Beverage at Mama
Contact Us
Please feel free to email us at info_at_expatwealthca or message us via the online chat function
at the bottom of the page.  Alternatively please
complete the contact form below and someone will
get back to you within a few hours.
Address Po Box 24592, Dubai, United Arab
Emirates Phone 971508894735 Fax
04 348 6362 Email
Any Question?
Expat Wealth Care
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