Michele Carby Email & Phone Number

Dubai

The Michele Carby Practice is an autonomous partnership operating under the Holborn Assets Group's umbrella, a major international financial advisory firm with offices worldwide.The majority of our clients are international expatriates, and while we service many Middle East based clients, the nature of expat life means our clients are global. Michele's licences to practice in London, Hong Kong, South Africa, and the United Arab Emirates underpin the international character of our business. We offer an extensive range of financial services for growing and protecting wealth and assets. We believe that better informed clients make better decisions. We provide regular articles, updates and webinars on personal financial matters and personalised reviews and statements.There is no charge for initial consultations or second opinion portfolio reviews.

Online Webinars on Expat Finance Today to offer advice and thoughts on: - global market updates- second passports- education fee planning- UAE wills and guardianship This is amongst many other successful topics and intriguing future webinars.

United Arab Emirates

• Relationship building with potential business partners.• Liaison / facilitator between the Department of Trade South Africa and potential companies who wish to develop business between South Africa and the United Arab Emirates.• Maintaining and strengthening relationships between UAE and South Africa.• Identifying potential to add value to business partners.• Assisting with trade delegations.

Hong Kong

One of the longest running English speaking organisations for entrepreneurs and helps businesses get to the next level. The organisation was about getting people to meet, exchange, learn from and be mentored by peers; people who are entrepreneurs.My key responsibilities were managing member benefits and promoting the club to the entrepreneurial community in Hong Kong.

Hong Kong

The organisation is focused on building and sustaining strong institutions for South Africa’s global competitiveness, promoting primarily on national and international issues. Promoting the South African community and businesses in Hong Kong as the gateway to Asia.

Hong Kong

I held a dual position at Infinity Financial Solutions. I continue to provide financial planning and advisory services to my clients and the expat community in Hong Kong. I am always building my client base and working to manage client relations.With the new position of Chief Executive Officer comes new responsibilities. I oversea compliance, training, recruitment, development and support of our advisors; and ultimately am responsible for building the business, promoting our brand, and driving the business forward in a responsible way. I hold total responsibility when it comes to the four regulatory agencies in Hong Kong and ensure infinity is complaint in every way possible.I also actively manage the P & L for the Hong Kong office.

Hong Kong

I was privileged to have been headhunted to establish a Hong Kong Team and set up a new office in HK for Infinity. Infinity currently has 7 offices across 6 countries in the Asia Region.My position was a dual role, as I successfully provided Financial Planning Advice/ Wealth Management Expertise to HNW expat clients that followed me to Infinity; I also continued to pro-actively build my client base.I had Deputy CE responsibility in Hong Kong, to the regulators. I oversaw compliance, training, recruitment, development & support of our advisors; and ultimately had the responsibility for building the business, promoting our brand, and driving our business forward in a responsible & compliant way,to achieve goals and targets.

Hong Kong

(Head Hunted)I have successfully made the transition to Hong Kong to gain international experience, as well as the International Qualifications. I am goal driven and highly motivated to achieve my goals and targets.I am efficient at Financial and Tax planning for existing HNW expat client base, encompassing portfolio advice, restructuring for asset preservation, income and wealth creation. Expanding client base through introductions/referrals, as well as building up key professional introducers/centres of influence.I’m able to communicate well with my clients at all levels, which has held me in good stead; and helps build the client rapport quickly.

London, United Kingdom

I am a highly skilled professional Wealth Manager; my clients are predominantly high net worth individuals (locals and ex-pats), as well as corporate clients. I provide my clients with a first class service, and I have successfully built up my practice to approx. 600 HNW clients, via client referrals, networking, sheer hard work and determination. (Approx. £15 million FUM ) I design bespoke financial solutions to meet each client’s needs, to help achieve their personal goals and aspirations. I provide Wealth Management and holistic financial planning for HNW individuals leading to attract new clients, new assets/ investments, portfolio advice, market analysis.I am responsible for running my own practice & team, which includes appointment making/ client generation, all aspects of client management, suitability letters, reports and presentations, sales meetings, reviews, and all my own compliance, achieving targets & objectives.I have consistently achieved my annual target set by our Head Office since 2004 to date 2011.To the best of my knowledge, I have had no complaints made against me, therefore no complaints upheld. SJP guarantee all the advice that is given to our clients.I was part of the Peter Haddon – Top Achievers Programme – since 2008 – Executive coaching & mentoring for the Top 100 Partners at St James’s Place Wealth Management.

B.Proc, Law

Law

High National Diploma (Hnd), Marketing/Marketing Management, General