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Acuma A4 Brochure

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  • Independent, expert financial advice, wherever you are

  • Acuma is an independent financial consultancy that provides advisory services to international investors and

    expatriates in the Middle East. Our knowledge of the local environment, along with our expertise in the field

    of global financial consultancy enables us to offer tailored and trusted financial advice to all our clients.

    Foreign ExchangeEstate PlanningRetirement PlanningCorporate SolutionsWillsProperty

    Education PlanningLife InsurancePension TransfersLump Sum InvestmentsStructured ProductsOnline Fund Platform

    About Acuma

    3

    Our services include:

  • If you are planning to retire abroad, you need to

    give serious thought to how your pension will

    provide you with the financial support and security

    that you need.

    As an expatriate living overseas, there are a number

    of international investment possibilities that you

    may want to consider. There are many beneficial

    investments available to expatriate retirees that

    could provide you with a supplementary income,

    or even additional tax-free earnings.

    International pensions can provide more benefits

    than local pensions, such as greater tax efficiency.

    Additionally, overseas pensions remain inheritance

    tax-free and can be passed on to your beneficiaries

    in whole in the event of your death.

    Acuma recommends that you start planning your

    retirement as soon as you can in order to make

    sure that you and your family have the financial

    coverage and support that you need in the future.

    Retirement Planning

    4

  • A good education is one of the most cherished and

    long-lasting gifts that you can give to your children

    - and you will want to make sure that you give

    yours the very best.

    With education costs climbing every year, it is

    important to acknowledge the price of a good

    education, especially if there is more than one child

    in your family. Therefore, it is more important than

    ever to plan ahead and make sure that you have

    enough funds to meet these costs.

    Planning in advance can provide you with the

    financial security and peace of mind, allowing

    you to rest assured that your children will get the

    quality education that you want for them.

    Education Planning

    5

  • Acuma offers traditional and alternative investments across all major asset classes. We also provide wealth

    management solutions to high-net-worth clients and family offices.

    Since every client is different, we make sure that we utilise our individual sessions to assess your portfolio as

    well as your medium to long-term financial goals and targets to come up with a wealth management plan

    that is in line with your aims and expectations.

    We offer a full range of services spanning investment solutions and wealth management and our expertise

    ranges from traditional and alternative asset classes to active and passive investment strategies.

    Acumas integrated client service teams allows us to provide a single point of access to our worldwide

    capabilities.

    Asset and Wealth Management

    6

  • Life insurance is an essential part of any well

    thought out long-term financial plan, as it

    provides you with the serenity that your family

    and loved ones will be protected no matter what

    circumstances come your way.

    A major concern for most people in the event of a

    premature death is whether their family will be able

    to maintain their lifestyle. They want to make sure

    that their childrens education will not suffer and

    that any outstanding loans and debts will be paid.

    However, the type of international life insurance

    you need varies from case to case, and you need

    to assess the level of insurance required in order

    for your family to maintain the same standards of

    living in the event of your death.

    Acuma understands the complexities of finding an

    international life insurance plan that is adapted to

    your needs.

    Life Insurance

    7

  • Acuma offers an innovative foreign exchange service which enables clients to trade all major world currencies

    and make international payments in a fast, efficient and cost effective manner.

    Our exchange rates on all major currencies are highly competitive, and we can guarantee the complete

    security of your funds.

    The key benefits of appointing Acuma as your main currency broker include free international payments,

    forward contracts that enable you to fix your exchange rate for future transactions, a dedicated account

    manager who can explain your options and help you obtain the best available exchange rates, free currency

    specific market updates by email and proactive advice on hedging and risk management.

    Acuma can also assist you in regular savings transactions, mortgage repayments and pension income,

    amongst others.

    Foreign exchange

    8

  • The interactive online fund platform gives clients

    24 hour access to more than 5,000 investment

    funds from a number of leading fund houses -

    wherever they are in the world.

    It has been designed to address the diverse

    investment needs of our expatriate clients and

    international investors who are constantly on the

    move.

    Information available on the platform is provided

    by Morningstar, one of the worlds leaders in

    financial information. It enables clients to access a

    variety of sophisticated tools, making it easier to

    manage and track their investment funds on their

    own terms.

    9

    Online fund platform

  • Property

    10

    Whether youre looking for a gorgeous seaside

    property where you can spend your time off as a

    retired expat, or a canny property investor whos

    looking to make the most out of your portfolio

    assets, property investment is one of the most

    common and lucrative ways to invest your hard-

    earned cash.

    Our vast property portfolio boasts a diverse choice

    of international properties that are ideal as a

    second home or as a buy-to-let investment.

    There are numerous benefits to investing in

    property from portfolio diversification to inflation

    hedging. However, if you decide to let your

    property, it is likely that the money you receive

    from your tenants will be enough to cover your

    mortgage payments. Meaning that you can sit back

    and watch your property grow in value without the

    cost of a mortgage.

  • Integrity Energy Excellence

    DubaiLevel 351 Sheikh Zayed Road, H Hotel (Office Tower)Dubai, UAEPO Box 23940

    Office: +971 4 503 4700Email: [email protected]

  • w w w . a c u m a . a e