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Joseph Fortuin

Wealth Advisor

With a focus on financial planning and investment strategies, Joseph helps clients negotiate the intricacies of wealth management with clarity and confidence. Specialising in global financial planning, he works closely with international professionals to create tailored solutions that fit their unique lifestyles and aspirations.

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Trusted by + clients over years at Skybound Wealth

About Joseph

With a focus on financial planning and investment strategies, Joseph helps clients negotiate the intricacies of wealth management with clarity and confidence. Specialising in global financial planning, he works closely with international professionals to create tailored solutions that fit their unique lifestyles and aspirations.

Joseph’s approach combines personalised financial strategies with a deep understanding of cross-border planning, retirement solutions, and alternative investments. His expertise in behavioral finance and market trends ensures his clients can make informed decisions, even in today’s evolving landscape.

Beyond his advisory role, Joseph actively contributes to the conversation on wealth management, sharing insights on the Great Wealth Transfer and emerging investment opportunities. A passionate advocate for client education, he is dedicated to empowering individuals to make smart, long-term financial choices.

Qualifications & Awards

  • CISI Level 4 Certificate in UAE Financial Rules & Regulations
  • CISI Level 4 Certificate in International Advanced Wealth Management specialising in Wealth Management Practice & Economics and Markets for Wealth Management.
  • CISI Level 3 Certificate in Wealth & Investment ManagementCISI
  • Level 3 Award for Introduction to Securities & Investments

Regions

UAE

Areas of Expertise

  • Pension Transfers
  • Trust & Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • International Investments
  • Regular and Lump Sum Savings
  • Education Fee Planning
  • Health Planning
  • Asset and Lifestyle Protection

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