Acuma Wealth Management
Established in 1999, Acuma Wealth Management has gone from strength to strength and is now one of the most recognised and respected providers of financial planning solutions in the Gulf region. With a head office in Dubai a branch office in Abu Dhabi, and licensed by both the Central Bank of the United Arab Emirates and the UAE Ministry of Economy, Acuma consultants are able to provide a comprehensive review of your financial situation. Acuma meets the needs of a diverse client base.
We offer financial advice on a full range of financial services for business and individuals, including all aspects of savings and investment, estate planning, pensions and protection products.
This is a general term referring to all types of insurance or safety nets. By that we mean covering the 'what if ' situations in life.
This covers all aspects of savings, from setting up a bank account and building a savings fund to managing an existing portfolio
Estate planning is an on-going process and should be started as soon as one has any measurable asset base.
This is the planning one does to be prepared for life after paid work ends. The planning for retirement changes throughout different life stages.
Acuma is committed to provide employers with a wide range of group medical plans to serve their employees' healthcare.
Acuma offer easy and affordable life cover options to ensure peace of mind for employees and their families
Workmen's compensation, employer's liability, construction insurance and travel insurance are where Acuma can help and advise here.
All companies in the Gulf are required to provide an end-of-service payout to employees, calculated on the length of the employment and basic salary.
What is Wealth Management?
Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. Individuals and businesses who desire the assistance of a financial advisory specialist call upon wealth managers to c...
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What Does Wealth Management Mean?
Wealth management is a professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee. In general, wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. ...
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What is an IFA?
Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. The term was developed to reflect a UK regulatory position and has a specific UK meaning, although it ha...
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Why should I use a financial planner?
The world of financial services can be a confusing and daunting. Even if your circumstances and financial arrangements are relatively straightforward there are lots of options to consider. Because independent financial advisors trawl the entire market for solutions, they can often negotiate prefe...
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Why should I use Acuma rather than any other IFA?
We believe Acuma offer a unique proposition of having the required licences to provide financial advice in the United Arab Emirates (UAE), and all of our consultants are qualified to do their job. We have a multi-national team allowing us to offer expert advice to a wide range of nationalities a...
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"I have been a personal client of Acuma (Kevin Thorp and Jonathan Brookes) for the past 7-8 years, and in recent years this has also developed into a ‘Business Partner’ relationship through our respective companies. Our relationship, both personal and professional, has been built on the mutual trust and respect and we have for each other as business professionals and as individuals. On a personal note Acuma have provided me with tremendous support and guidance through what has been a very challenging few years and I would be the first to recommend them to any of my friends and colleagues without hesitation.
"
Julian Danby
Senior Manager, Commercial & Business Development, Dubai Golf
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