Achieve your goals.
Build a holistic plan for life and achieve your financial goals with our financial consultants who will make it their mission to understand the future you.
Wealth management in the UAE
All financial advice and guidance we give is based on helping you to achieve your life goals.
Which is why it’s important to get to know you properly before putting a detailed financial plan together. With over 30 years of financial advice and consulting experience, we believe in advising our clients face-to-face as much as possible. Our private wealth management services cater to the needs of expatriates and residents in the UAE.
Our dedicated team of wealth and personal financial advisers in Dubai and Abu Dhabi build lasting relationships with clients, providing expert advice and financial planning solutions tailored to your unique needs. We champion responsible investing to help shape a better world, embedding this ethos into our strategies and fund management.
Our distinctive Investment Management Approach and advice guarantee are the fundamental principles that underpin our business. We offer comprehensive financial advisory services to ensure your wealth planning aligns with your life goals.
Our financial advisory services
- Detailed portfolio management strategies
- Customised investment advice tailored to client goals
- Ongoing monitoring and adjustment of investment plans
- Comprehensive retirement solutions
- Strategies to ensure a secure and comfortable retirement
- Pension planning and retirement income strategies
- Guidance on preserving wealth for future generations
- Assistance with wills*, trusts, and estate management
- Strategies to minimise estate taxes and ensure smooth wealth transfer
- Expertise in navigating complex tax situations
- Strategies for minimising tax liabilities
- Assistance and consultation with inheritance tax and global asset management
- Insurance solutions to protect against unforeseen events
- Life, health, and income protection plans
- Tailored protection strategies to safeguard financial well-being
- Specialised services for expatriates living in Singapore
- Financial planning tailored to the unique needs of expats
- Assistance with international financial issues and compliance
* Advice relating to a will and trust involves the referral to a service that is separate and distinct to those offered by St. James’s Place.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
Key figures
Data correct as at 31 December 2024.
Clients
Funds under management
Qualified advisers
Security and compliance
At St. James’s Place, we prioritise the security of your investments with industryleading measures. We ensure regulatory compliance with UAE financial authorities, partnering with reputable institutions for added security. We are licensed via the Dubai Financial Services Authority (DFSA) and our office is in the Dubai International Financial Centre (DIFC). Additionally, our clients benefit from comprehensive insurance coverage for their investments thanks to our investment planners, providing peace of mind and safeguarding their financial future.
