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Joe Barnaby is a UK qualified financial adviser
based in Abu Dhabi, UAE.
Fluent in English and Italian, Joe achieved a first class (Hons) Master’s degree in Mechanical Engineering in the UK, winning the IOM3 award for academic achievements.
Since this, he has qualified for an international certificate in wealth and investment management via the Chartered Institute of Securities and Investments (CISI), as well as a diploma in financial advice via the London Institute of Banking and Finance (MLIBF dipFA).
He is currently enrolled to complete his chartered financial planning program alongside the RE exam, whilst adhering to the continuous professional development (CPD) requirements set by the industry.
Joe has been amongst the top 20 advisers worldwide, whilst working with some of the leading global advisories and covering various jurisdictions including Abu Dhabi, Dubai, Cyprus, Malta and South Africa. Through this he has gained over a decade of invaluable experience in the practice of wealth and asset management, with a broad range of internationally based clients.
SPECIALISING IN...
Asset Protection and off-shore investments
Are your assets growing in a conducive and protected environment? We create a truly bespoke portfolio by carefully analysing your unique needs, objectives, and risk tolerance – we work tirelessly to protect and preserve your capital whilst maximising capital growth. Utilising only the very best institutions in the most highly regulated offshore jurisdictions to protect your capital, we aim to mitigate institutional and counter-party risk.
TAX STRUCTURING
Did you know taxes dramatically hinder investment growth?
We help clients legally mitigate unnecessary taxation by establishing legal structures that create a conducive environment for your investments to grow, as well as, assist you in managing your income and tax. We leverage global Dual Tax Agreements effectively to ensure every part of the financial planning process is as tax efficient as possible.
Plan B
Worried about the future?
Unfortunately we can’t control the future, but we can plan for it. We facilitate various citizenship and residency by investment programmes. From start to finish, we assist you and your family in securing your Plan B.
Are you ready to secure your family’s future?
RETIREMENT & ESTATE PLANNING
Are you wanting to secure your future and the future of your family? We help our clients plan for the retirement they deserve, ensuring cost efficiency, tax efficiency and reducing the cost and tax implication of the passing of the estate to beneficiaries.
INTERNATIONAL PROPERTY
We help our clients get access to the best real estate project internationally, helping them from the selection of the best cities to invest in, to the selection of the best developers all the way to helping them with the financing, furnishing and tenancy management.
Company Structuring
Does your business generate revenue offshore? We assist companies in ensuring they have the most efficient structure given their international presence. Our services are personalised to you and we conduct the asset allocation in accordance with you risk profile and preference.
TESTIMONIALS
"The commitment and professional support by Joseph is outstanding and impressive as he shows full dedication."
~ Ferruccio Tata Nardini
"Perfect from every point of view."
~ Lucio Raffaelli
"Excellent person and highly trusted."
~ Mohammed Andron
"Good, constructive ideas and follow up. Engaging in regards to my needs and ideas."
~ Jan Hazel