George R. Email & Phone Number

Dubai, Uae And Sydney, Australia

Your Global Partner in Bespoke Investment SolutionsAt Capital Haus, we specialize in crafting tailor-made investment solutions for discerning clients – High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. With a global presence that spans continents, we bring a world of financial expertise to your doorstep.🔹 Preserving and Amplifying Wealth: Our core mission revolves around safeguarding and elevating the wealth of our investors. Through meticulous research and careful selection, we curate a portfolio of top-performing investments spanning diverse asset classes.🔹 Personalized Excellence: At Capital Haus, we hold the value of discretion and personalization in the highest regard. Our commitment to delivering discreet, one-on-one services ensures that your financial aspirations are not only met but exceeded.🔹 Multifaceted Expertise: Our range of expertise encompasses equity and fixed income investments, alongside alternative vehicles such as private equity, hedge funds, venture capital, and real estate. With an extensive global network, we provide exclusive access to prime investment opportunities, including private deals and closed funds.🔹 Tailored Strategies: We understand that investment needs are as diverse as our clientele. Capital Haus boasts a repertoire of separately managed in-house strategies designed to cater to an array of risk tolerances and goals-based investment approaches.🔹 Corporate Finance and Project Funding: Beyond investment management, we offer comprehensive corporate finance guidance and project funding advice, reflecting our dedication to contributing holistically to your financial success.🔹 Exploring Private Funds: Our range extends to managing several private funds. If you're eager to delve deeper into this aspect, we welcome your inquiries to learn more about these opportunities.

Dubai, United Arab Emirates

Neovision Wealth Management Limited is incorporated in the Abu Dhabi Global Market in Abu Dhabi, United Arab Emirates and is regulated by the ADGM Financial Services Regulatory Authority. With access to more than 35,000 securities and investment products that satisfy most client requirements, we operate with best execution through an electronic front-to-back platform with streamlined settlement and clearing in the back-end. This is done with an open architecture offering with access to a custom made product range.With goals based investing a considered approach to the future of your wealth, understanding not only your tolerance to risk and previous experience, but also what matters to you, the journey to financial autonomy.Adopting a tactical asset allocation, prudent investment decisions take into account more than just your appetite for risk, it also considers a broad investment landscape, factoring in growth, inflation and policy markers both on a macro and micro level.

Dubai, United Arab Emirates

Established in 1998, Holborn Assets is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to the discerning international expatriate.As a British, family-owned and run company we pride ourselves on delivering a superior experience to our circa 20,000 clients, via our 11 international offices, all supported by over 450 personnel who have our clients in mind.

Sydney, Australia

Forth Capital is a leading financial planning and pensions advisory company, specialising in providing intelligent investment advice to international investors. Founded in 2004, we’ve been helping people who aspire to be financially independent achieve their goals ever since.We are experts in providing investment and pensions advice and use our expertise to help our clients preserve their wealth, manage their assets and grow their investments.Forth Capital advisers are experienced investment specialists who provide impartial advice that is tailored to your individual circumstances. As expats, our advisers understand the international nature of your investment decisions and help clients identify the most appropriate products and providers to suit their needs.

Dubai, United Arab Emirates

Providing independent financial advice to expatriates in the areas of wealth creation, preservation and protection. Specialist advice areas include UK pension transfers, retirement planning, regular savings plans, life and critical illness insurance, alternative investments and structured products.Planning and implementing services for clients including developing thought leadership topics, identifying emerging relevant market trends and analysing appropriate client audience.Developing financial strategies to help build, protect and preserve wealth, writing and clearly explaining financial plans and options to clients including powerpoint presentations of key messages, risks and timeline to assist understanding.Continual brand promotion through business development activities such as event and conference attendance, value-add promotions via current client base and advertising.

Bondi Junction

We specialise in growing our clients wealth through strategic financial planning and advice.

Sydney, New South Wales, Australia

Provide holistic advice to clients in the areas of superannuation and pensions, investments and personal insurances such as life, TPD and trauma whilst maintaining a 5 star compliance record.Provided advice and managed 10 corporate super companies and 250 clients via face to face, sales and service responsibilities.Developed and implemented targeted training for 500 employees of corporate super businesses.Build and promote the company’s brand and image through networking such as BNI and other events.

Bachelor Of Business, Economics And Finance

Bachelor of Business - Finance and Economics

Graduate Diploma Of Financial Planning

Diploma Of Financial Services