Managing your finances and planning for your future can be a real challenge. Where do you start? Who do you go to for advice? And what do you need to know when you get there? Acuma Wealth Management is committed to delivering the very best in financial planning.
Established in 1999 by Con Lillis who arrived in the UAE in 1992, Acuma Wealth Management has gone from strength to strength. It is now one of the most recognised and respected providers of financial planning solutions in the Gulf Region. With a head office in Dubai and licensed by the Central Bank of the United Arab Emirates, the UAE Ministry of Economy and the Health Authority of Abu Dhabi, Acuma consultants are able to provide a comprehensive review of your financial situation. With over 50 qualified professionals working across three different divisions including Acuma Wealth Management, Acuma Insurance Brokers and the Acuma branch in Abu Dhabi, Acuma meets the needs of a diverse client base.
“Acuma are able to give advice and consult on an ever-expanding range of financial products and services, including investments, insurance, banking, estate planning, portfolio management and tax mitigation. These solutions are sourced locally and internationally from the world’s foremost financial institutions,” explains Con Lillis, Acuma Wealth Management’s Chief Executive. "We also provide financial planning solutions for Scandinavian expatriates in the Gulf through Nordic Invest, a separate arm of the Acuma group."
Headed by CEO Con Lillis and Managing Director Kevin Thorp, Acuma delivers financial advice to almost 5000 clients, with the value of funds under management approaching $300 million.