Investment Management for Global Expatriates
Access robust, reliable & regulated investment solutions, tailored to your needs
Personalised, award-winning investment advice
Growth & Income Investing
Investment solutions customised to your requirements
Best in class
Robust regulated solutions with worldwide portability
Active Management
Close collaboration with you to get the best possible results
Investment Management for
Global Expatriates
Expatriates face a unique set of investment challenges and opportunities resulting from their international lifestyles. At the Michele Carby Practice, we help our clients tailor their investment portfolio to meet their investment goals.
Our investment philosophy is not to attempt to outsmart the markets but to stay in sync with them. In practice, this means shadowing the market in terms of risk at any given time but looking for the additional value available by applying a blend of active management, detailed market analysis and knowledge. This strategy has been historically successful in providing our savers and investors with above market returns that stay within their risk parameters.
We offer a full range of investment options and strategies from regulated funds with a proven track record.
International Investments’ Woman of the Year
Financial & Investment Advice For Global Expatriates
Welcome to the Michele Carby Practice
I am a highly experienced financial adviser with licences in the UK, Hong Kong, South Africa and the United Arab Emirates. My team and I are based in Dubai, but our clients are spread around the world. We assist our clients with all aspects of financial planning, helping them organise their financial affairs and help grow and protect their wealth.
Each and every client has different needs depending on their personal circumstances. This defines our approach, adding value over many years where and when it is required.
If you would like that kind of personal attention to your financial affairs please get in touch.
International Investments’ Woman of the Year
Awards
International Honours for Michele & Holborn Assets
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What our clients say about us
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International Investment
Senior Investment Strategist
Payal works directly with clients on their investment strategy and directly manages over $130mn of client assets.
After graduating from the London School of Economics, Payal worked as an investment analyst at Goldman Sachs before moving to Dubai to join Holborn Assets.
Payal’s investment philosophy is not to attempt to outsmart the markets but to stay in sync with them. In practice, this means shadowing the market in terms of risk at any given time but looking for the additional value available by applying a blend of active management, detailed market analysis and knowledge. This strategy has been historically successful in providing our savers and investors with above market returns that stay within their risk parameters.
Our Investment Management Services
Personalised Strategies
Tailored to your needs
Lump Sums
Invest a financial windfall, bonus or inheritance
Retirement Planning
Long term plans to secure your financial future
Income Investing
Tailored plans to provide regular income
Regular Savings
Monthly plans to incrementally grow your financial assets
Risk Management
A complete range of risk adjusted options from capital preservation to maximum growth
Regular Reviews
Ensuring your portfolio’s performance stays on track
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International Financial Planning
Serving global citizens
Our clients are expatriates from a breathtakingly diverse mixture of nationalities, backgrounds, cultures and wealth levels. They share a common need for financial solutions adapted to the international lifestyles they lead.
We favour long term relationships to help our clients anchor their financial lives. As our relationship grows, we can help anticipate their needs and adapt to any changing circumstances, allowing them to grow their wealth and reach their financial goals wherever their lives take them.
Financial Planning Webinars
Make better informed financial decisions
Financial Planning
Our Q1 review of the markets and the issues that impact your wealth.
Investments
Active portfolio management – what it is, how it works and our fee structure.
Education Planning
Education fee planning and the million dollar baby.
NEXT WEBINAR:
2023 Q2 Financial Review & Quarterly Investment Update
August 3 – 4pm UAE (GMT+4)
Senior Investment Strategist Payal Trehan joins Michele to review the markets, global investment outlook and portfolio strategy.
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