Globaleye Corporate Brochure

Let's talk global financial planning

Leading the field

“Combining good old fashioned face-to-face service with real value for our Clientshas brought Globaleye to where we are today. We complement this with some ofthe most innovative online solutions which help to ensure we remain at the forefront of our industry.

As our awards prove, we know the value of best advice, ensuring we build longterm relationships whether you are a private or corporate client. Understandingrisks, listening to your needs and always being there are key to our proposition.

We know that we all hope for the best, but let us help you plan for all eventualitiesso we can secure your financial peace of mind.

Welcome to Globaleye”

Tim SearleChairman

Chairman’s Message

in wealth management

Leading the field

About Us

Globaleye have connections with someof the biggest and best f inancialbrands in the world ”

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Globaleye is an independently-owned firm of private Wealth Managers withheadquarters in Dubai. Our expertise in international financial planning has made us the first choice for over 10,000 clients worldwide.

Globaleye have connections with some of the biggest and best financial brands in the world, enabling us to offer you the fullest range of solutions from across the market. We treat everyone individually, offer bespoke advice and provide personally tailored financial solutions based on your needs.

Globaleye are recognised for being innovative and exceeding the needs of ourClients’ service requirements. We have also been voted the best IFA in severalleading industry awards, primarily due to our outstanding service, compliance and unique in-house services.

Matching dedication to service with an equal commitment to high standards has seen Globaleye become a global leader in the offshore financial services arena.

in a changing world

Leading the field

Global Presence

Globaleye are one of just a fewinternational ly recognised brandsin the industry...

Having enjoyed over a decade of growth, Globaleye are one of just a fewinternationally recognised brands in the industry with offices throughout the MiddleEast, South East Asia and Europe.

Established in Dubai in 1999 the company employs over 250 staff worldwide and has offices in some of the key regulated jurisdictions. Globaleye also have terms with the top names in insurance, investment and trust services.

Globaleye’s global reach means our Clients are safe in the knowledge that theirfinancial needs will be catered for, wherever in the world they may find themselves.

”“

in a competitive environment

Leading the field

Our People

At G lobaleye we f irmly believeour people are our greatest asset ”

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At Globaleye we firmly believe our people are our greatest asset. Being a globalorganisation our employees are truly international, but are all bound by a sharedpassion to help look after our Clients’ financial needs.

The quality of our employees begins from the recruitment process up. Our WealthManagers are qualified and trained to international standards to ensure our Clientsare provided with the best advice and service at all levels. Continual professionaldevelopment and qualifications remain core throughout all levels of our team.

Our advisors are all supported by an experienced and qualified Administrationteam, and our dedicated CRM, HR, IT, Legal and Marketing divisions all worktogether to create a superior level of service for our Clients.

The dedication and determination of all our employees ensures your finances are inthe best hands, whilst supported by some of the most innovative IT solutionsavailable.

Bangkok DubaiAbu DhabiOur global perspective...

Hong Kong Kuala Lumpur Shanghai Singapore MoscowGeneva

in financial planning

Leading the field

Planning for Prosperity

We utilise the best pension providers in the world and make our recommendations based on your needs ”

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As an independent firm of advisers, Globaleye have connections with some of thebiggest and best financial brands across the world, enabling us to offer you anextensive range of products from across the market.

PENSIONSThis is a key element in everyone’s financial planning. For the majority of us our goalis early retirement, yet few of us actually make a conscious effort to consider ourretirement planning in good time. We utilse the best pension providers in the worldand make our recommendations based on your needs.

ESTATE PLANNINGEffective estate planning for many may mean control over and access to assetswhilst ensuring a smooth transfer of benefits on death. We can introduce our clientsto a comprehensive range of trust solutions for use in estate planning, tax mitigationand even formation of offshore companies.

OFFSHORE BANKINGBanking offshore provides a link between all your banking arrangements, giving youeasy international access to your finances and a central home for your money.Having an offshore bank account could also be a tax efficient way to manage yourmoney.

Leading the fieldin financial planning


EDUCATION FEE PLANNINGProviding the best education for your child is probably the best gift you can evergive. However, the spiralling costs involved can pre-determine your choice ofschool, college or university. Globaleye consistently delivers unbiased andprofessionally tailored solutions for education fee planning so your choice of schoolis based on your child’s ability and not your ability to pay.

PROTECTIONIt is important to protect what you have and what you are hoping to accomplish.You may need to protect your loss of income due to sickness or accident; bysecuring the right level of protection you can alleviate financial trauma when it isneeded the most. From your home to your life, make sure you’re comprehensivelycovered to secure the lifestyle you work hard to achieve.

INTERNATIONAL MORTGAGESBuying property can be a complicated process and requires detailed knowledge onlocating the most suitable financing options. We have access to specialist brokersto help you secure the right mortgage for the right price.Globaleye consistently delivers

unbiased and professional ly tailored solutions... ”

“Some products may not be available in your area - please contact your local Globaleye office for more details

in financial planning

Leading the field


A Globaleye adviser can translate thejargon and simplify the strategy withonline reporting tools... ”

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INVESTMENTSWhether you are a high net worth individual or just starting out on the road toinvesting, securing the right advice, understanding your risk and exploring alloptions is essential. A Globaleye adviser can translate the jargon and simplify thestrategy with online reporting tools, giving you the confidence you need.

CORPORATE PROTECTIONProtecting your business in the event of the untimely death or disability of a keyemployee, manager, director or co-owner is frequently overlooked. Corporateprotection and planning can offer financial security for your business and youremployees should the worst happen.

EMPLOYEE BENEFITSEmployee Benefits create added value in today’s corporate world where suchbenefits attract and retain high calibre staff. Working closely with our corporateclients, we can tailor a specific package that puts you ahead of your competitors.

Some products may not be available in your area - please contact your local Globaleye office for more details

with exclusive services

Leading the field

Exclusive Services

For our full range of in-house services please visit www.globaleye.com

Globaleye provide a host of in-house services that will enable you stay on top ofyour finances and keep track of the latest developments. These include:

GLOBALEYE VALUATION SERVICE (GVS)Designed to give you up-to-date online information on all of your financial planswhenever you need it, the GVS combines all your assets including property, cash,insurance and investments to give you a snap shot of your net worth.

GLOBALEYE PORTFOLIO SERVICE (GPS)Selecting the right financial plan is one thing; keeping an eye on how it performsover time is another. The GPS is an information service whereby we send you theperformance of your funds by PDF directly to your inbox each month so you cansee how your funds are doing in an easy to understand format. Also viewable onGVS, we identify when changes to your portfolio are required in line with your riskprofile.

GLOBALEYE BULLETIN SERVICE (GBS)The GBS delivers essential and informative financial news straight to your inbox.The monthly broadcast features product spotlights, videos, seminars, fundlaunches, investor warnings, competitions and much more.

Stay on top of your f inances and keeptrack of the latest developments ”

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www.globaleye.com

DUBAI - GLOBALEYE HEADQUARTERSPO Box 24592Villa 801, Al Thanya StreetUmm Suqeim 3DubaiUnited Arab Emirates

Tel: +971 4 4043700Email: [email protected]

BANGKOK Level 18, Park Ventures Ecoplex57 Wireless RoadLumpini, PatumwanBangkok, 10330Thailand

Tel: +66 2 309 3441Email: [email protected]

HONG KONG Suite 504, Level 5,Two Exchange Square,8 Connaught Place,Central, Hong KongPeople’s Republic of China

Tel: +852 3621 0020Email: [email protected]

SHANGHAIGlobaleye (Shanghai) Ltd.Suite 1607, BEA Finance Tower66 Huayuanshiqiao Rd200120 ShanghaiPeople’s Republic of China


SINGAPORE Globaleye Pte Ltd.80 Raffles Place,#26-05 UOB Plaza 1Singapore 048624Republic of Singapore

Tel: +65 6632 8533Email: [email protected] Website: www.globaleye.sg

GENEVA Globaleye SARLWorld Trade Center II29 Route de Pre-BoisCase postale 325CH-1215, GenevaSwitzerland


MOSCOW ul. Znamenka 7, Stroenie 3, 119019 Moscow, Russia

Tel: +7 (495) 789 9596Email: [email protected]

KUALA LUMPURGlobaleye (Labuan) Ltd.Unit A-23-7 Tower A, Level 23Menara UOA BangsarNo.5 Jalan Bangsar Utama 159000 Kuala LumpurMalaysia


ABU DHABIPO Box 130587Office 5, Mezzanine FloorDanat A Bldg, Sultan Towers31st Street (Off Airport Rd)Abu DhabiUnited Arab Emirates


Documents

Globaleye Corporate Brochure