When it comes to future planning, protecting the wealth you’ve worked so hard to build should be a top priority. For decades, thousands of people have used Dubai and the wider UAE as a launchpad to grow and preserve their assets, taking advantage of its unique opportunities and favourable financial environment. With the right guidance, you can do the same.
So no matter where you are in your wealth-building journey, our UAE wealth advisers are here to support you with expert advice and personalised strategies. If you’re looking to fund your children’s education, plan a comfortable retirement, or simply ensure your family is taken care of for generations to come, our dedicated wealth managers will be with you every step of the way.
At Skybound Wealth, we combine global reach with local expertise to help expats in the UAE manage, grow, and protect their wealth with confidence. Our advisers understand the complexities of cross-border finances, from international tax considerations and asset structuring to investment diversification and legacy planning, ensuring your wealth strategy works across jurisdictions.
With offices and specialists around the world, we deliver the insight and flexibility you need to make smart financial decisions wherever life takes you. In the UAE, our locally based advisers provide on-the-ground support and access to exclusive regional opportunities, helping you align global ambitions with local realities. The result is a wealth management plan that’s globally informed, personally tailored, and designed to stand the test of time.
At Skybound Wealth Management, we’ll help you make the most of your time in the UAE with strategies that grow, protect, and pass on your wealth with purpose. Here are some core wealth-building initiatives that we’ve helped expats deploy, allowing them to build lasting wealth moving forward.
Passing on wealth across borders can be complicated by differing legal systems and inheritance rules. We design succession plans that honour your wishes, minimise disputes, and ensure assets are transferred smoothly to your beneficiaries, wherever they live.
The right structures can significantly reduce your tax exposure. We review your residency status, income streams, and investment vehicles to ensure you’re maximising what you keep while staying fully compliant.
Life as an expat can bring sudden changes, from career moves to relocations. We build adaptable financial plans that keep you on track with your goals, ensuring every decision fits into your long-term strategy.
Your retirement plan should be as mobile as you are. We analyse existing pensions, identify gaps, and create a strategy that delivers the lifestyle you want, no matter where you choose to retire.
We don’t do templated strategies here at Skybound Wealth; each of our clients gets a personal wealth management adviser who tailors strategies to their circumstances.
Legacy planning can be particularly complex for expats. We help you explore your options for passing on wealth efficiently and in line with your wishes, while navigating any cross-border implications.
Building wealth doesn't have to mean sacrificing living your life now, so whether it’s saving for your child’s education, buying a home, or planning an early retirement, we can factor your life milestones into your wealth management plan.
With so many investment options available, it’s easy to feel overwhelmed. We help you understand what’s available to you as an expat, and how to diversify your portfolio in line with your goals, risk appetite, and time horizon.
Having your wealth spread across countries, property in one place, bank accounts in another, and investments somewhere else can get complicated. We help you organise and manage your assets in a way that works for your lifestyle and long-term plans.
Understanding how tax rules differ between your home and host country is key to maximising returns. We help you structure your investments and income to remain compliant while reducing unnecessary tax exposure.
Selecting the right wealth management adviser is one of the most important financial decisions you’ll make. Get it wrong, and it can affect your income, tax position, and long-term security. At Skybound Wealth, we specialise in the complex pension needs of UAE-based expats, designing strategies that work both locally and internationally.
When you work with us, you’ll benefit from:
A proven track record: More than 6,000 international clients, $1.3 billion in assets under management, and 27 industry awards since 2021 reflect our ability to help expats grow, protect, and make the most of their wealth.
Skybound Wealth’s advisers combine extensive global experience with exceptional qualifications, offering expert financial advice that’s both informed and personal. With backgrounds as expats and a deep understanding of international markets, they are uniquely positioned to provide bespoke strategies that deliver the best outcomes. Whether you’re looking to grow, protect, or pass on your wealth, our advisers are dedicated to helping you achieve your financial goals.
Building and protecting wealth as an expat in the UAE comes with unique opportunities and challenges. Instead of navigating them alone, speak to an adviser who understands the international landscape and can help you make confident, informed decisions.
Our experts specialise in helping expats structure their finances across borders, from investment planning and savings growth to tax efficiency and legacy management. Whatever your goals, we’ll help you create a personalised wealth strategy designed to maximise your financial potential while you’re living abroad.
Jaques, a 52-year-old South African entrepreneur, had accumulated substantial wealth over his career but faced the challenge of passing it on to his children, who lived abroad. He was uncertain about how to efficiently transfer his wealth while ensuring his legacy was protected.
Skybound helped Jaques design a comprehensive estate plan that included a legacy trust and an education fund for his children. We structured his assets for seamless cross-border transfer, using tax-efficient wealth management solutions to minimise tax implications. The plan also included investment strategies that provided flexibility, ensuring Jaques' wealth would be preserved and effectively passed to the next generation.
Jaques now has a clear, well-organised strategy for transferring his $4.2M across three continents. His wealth is structured to ensure that his children will benefit from his legacy without the complexities of cross-border legal issues.
“Skybound gave me peace of mind, knowing that my wealth will pass on to my children as I intended, without any complications.”
Pierre, a French expat in the Gulf, received a $150K bonus and was unsure how to allocate the funds to meet his long-term financial goals. With multiple priorities, education, retirement, and aligning his investments with his personal values, he needed guidance.
Skybound helped Pierre invest his lump sum into a diversified investment portfolio and planned for future growth with regular contributions. We allocated part of the funds to an education savings plan, set aside for retirement savings, and invested in ESG funds that aligned with his values. This approach created a well-rounded, tax-efficient portfolio designed for both financial growth and alignment with his principles.
Pierre now has a diversified investment portfolio that balances his financial goals with his values, ensuring long-term growth while staying true to his principles. With ESG investments and a structured savings plan in place, he’s confident that his financial future is secured.
“Skybound helped me make sure my bonus works for me across multiple areas of my life, andI’m proud to invest in line with my values.”
David, a 38-year-old Australian expat in Singapore, had no pension and dreamed of retiring by age 55. Without a clear strategy, he wasn’t sure how to make it happen.
Skybound helped David develop a personalised retirement plan, focusing on creating a passive income stream through global tax-efficient savings solutions and a diverse investment portfolio. We introduced a regular savings plan that allowed him to build long-term wealth, while ensuring inflation was accounted for to keep his future income growing with living costs.
By age 55, David is on track to receive $3,000 per month from his investments, with income growing in line with inflation. His regular savings plan and offshore investment solutions now provide him with the financial security he needs, with ongoing visibility through the Skybound Wealth App.
“I never imagined I’d be on track to retire at 55, but now I’m on track to do just that!”
Mark, a 49-year-old British engineer, was relocating to the UAE and needed help managing his two old UK pensions. He was unsure about how to handle the pensions and whether they would be properly managed after his move.
Skybound facilitated a streamlined SIPP consolidation, transferring his pensions into a Self-Invested Personal Pension (SIPP). This consolidation provided greater flexibility and control over his retirement funds, especially when it came to currency management for his new life in the UAE.
The transfer allowed Mark to consolidate his pensions into a tax-efficient, flexible income plan, with no loss of benefits and better control over his investments.
“Skybound made the whole process simple and seamless, giving me the confidence that my pensions are in the right place and will work for me as I move forward.”
Lucy, a British expat in Dubai, was self-employed with irregular income streams. Despite her efforts, she lacked a structured savings plan and often felt overwhelmed by her financial situation.
Skybound worked with Lucy to create a tailored financial plan that stabilised her cash flow and brought consistency to her savings. We introduced automated savings through tax-efficient investment strategies like SIPP (Self-Invested Personal Pension) and offshore investment solutions, ensuring long-term growth even during income dips.
Lucy was also introduced to our Skybound Wealth App, which gave her clear, real-time visibility into her financial progress, helping her always stay on top of her plan.
In six months, Lucy built a rainy-day fund covering four months of expenses and continued contributing to her SIPP, even during income dips. With full control over her savings and investments, she now feels empowered by Skybound’s personalised approach and tech-driven solutions.
“For the first time, I feel confident I can invest monthly, and that my moneyis working for me.”
With over 20 years of experience helping expats in the UAE grow and protect their wealth, our independent, internationally regulated advisers understand the unique financial opportunities and challenges that come with living abroad.
From navigating cross-border tax rules to building long-term investment and savings strategies, we combine local insight with global expertise to help you make the most of your time in the UAE and beyond.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Looking for an understanding of how well structured your wealth is as an expat? Book a consultation to find out.
At Skybound Wealth, we focus on everything wealth-related for expats in the UAE. Take a look at our other services to discover how we can optimise your financial position and balance your future wealth goals.
Here at Skybound, our wealth management advisers understand the ups and downs of being an expat. We’ve helped thousands of UAE expats deal with fluctuating incomes, life situation changes, cross-border planning, and much more.
Below are a few considerations that you might make as an expatriate abroad in the UAE, as well as how our Skybound Wealth Advisers will help you deal with them in a stress-free manner.
We review how and where your assets are held, then recommend ways to organise them so they’re efficient, compliant, and easy to manage, no matter how many jurisdictions are involved.
We match opportunities to your timeframe, risk appetite, and income needs, ensuring your portfolio reflects not just market conditions, but your personal ambitions.
We build flexibility into your strategy so it adapts to new residency rules, tax obligations, and currency considerations without disrupting your plans.
We work alongside legal and tax specialists to create structures that protect your estate, respect cross-border laws, and ensure your loved ones receive what you intend.
Our network provides access to exclusive investments and partnerships in the region, helping you tap into growth potential that’s not always available to the wider market.
Whatever your concerns, we’re here to offer peace of mind and a plan that works in the real world, tailored to you, your family, and your future.
No matter what situation you encounter on your wealth-building journey, our advisers provide strategic solutions designed to protect and grow your wealth.
Gavin Wootton
Ali Pope
Darren Davidson
