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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.

Michele-Carby-Financial-Adviser

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.

Michele Carby Autograph Dark Blue

International Investments’ Woman of the Year

Awards

International Honours for Michele & Holborn Assets

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What our clients say about us

Testimonials

Our clients write
about their experience

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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Schedule a call at a
time that suits you

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Contact

Get in touch anytime

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.

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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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