The ONE Group

Portfolio Management

Specialist Financial Advice for Professional Expatriates Worldwide
What we do

The ONE Group

The ONE Group exists to service the financial advice requirements of its professional expatriate clients, in an independent and holistic matter, no matter where they are based.

Life Assurance

Life insurance policy provides you assurance that your family will get financial security and support even when you are not around.

Critical Illness Cover

Critical Illness Cover is medical insurance that pays a lump-sum benefit upon diagnosis of a critical illness or condition.

Investment Brokerage

 Our Investment Brokerage business offers a personal relationship with an experienced investment professional who makes recommendations based on your specific needs.

Portfolio Management

Managing a portfolio requires a significant amount of time and investment expertise. As a result, many investors choose to engage with an experienced Financial Advisor who can work closely with them.

Estate Planning

The collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes.

Alternative Investments

Consider a Different Way to Diversify Your Portfolio. Alternative investments can provide an opportunity for you to diversify your portfolio through an extensive range of products and asset classes.

Real Estate Investments

Real estate investing involves the purchase, ownership, management, rental and/or sale of real estate for profit.

Pensions Advice

Getting your pension right isn’t as complicated as it seems, although it involves some important decisions that can be costly if you get them wrong.

Retirement Planning

When you retire you’ll need money to support you and to give you a decent standard of living.

2000

Product Providers

60000

Investment Options

40

Insurance Options

5

Asset Classes

Life Assurance

In an increasingly uncertain world, it is your top priority to ensure that your family continues to enjoy financial security and a comfortable lifestyle even in your absence. Life insurance policy provides you assurance that your family will get financial security and support even when you are not around.

Individually Tailored

As individuals it is inherent to differ. Each individual’s insurance needs and requirements are different from that of the others. We talk to you individually and give you the most suitable options that can fit your requirement.

Vital Benefits, Important Choices

Life Insurance is the best way where the insured person can save his family from financial crisis at the time of any mishappening or after death, but prior to this it’s necessary to compare best life insurance policies offered by different companies, compare contract terms, cost, premium quotes,limitations and benefits.

Contact Us for a Tailored Quote

If you too are looking for a good life insurance policy but do not have any idea about which insurance company to choose and what type of policy is apt for you we will help you.

Critical Illness Cover

Critical Illness Cover is medical insurance that pays a lump-sum benefit upon diagnosis of a critical illness or condition. A critical illness insurance payout helps you avoid the financial strain a major illness can create so you can focus on your recovery.

Get the treatment you want

Feel safe in the knowledge that your health does not depend on your medical insurer’s coverage, and that you have the ability to go and use any treatment you wish, wherever it may be located.

Spend time with your family and friends

With a lump sum payment, give yourself time to recover without the stress of work, bills or responsibilities.

Keep your home and other assets

Make sure that your family, home and other assets are protected whilst your are unable to work by having a lump sum payment available for bills, mortgages or other neccessities.

Investment Brokerage

We recognize that some investors prefer to actively manage the day-to-day transactions of their investment portfolio while relying on the guidance of a professional. Our Investment Brokerage business offers a personal relationship with an experienced investment professional who makes recommendations based on your specific needs.

Innovative Solutions

Our Investment Brokerage professionals offer comprehensive solutions that respond to our clients’ diverse needs.

Independent Minds

Our investment executives have extensive market experience and have represented clients through changing market cycles. Most importantly, they understand that responding to your needs quickly and efficiently is critical to your success.

Our Process

Contact us to learn more about the step-by-step process we use to determine your objectives, identify the appropriate investment strategies and monitor the progress of your portfolio.

Portfolio Management

Managing a portfolio requires a significant amount of time and investment expertise. As a result, many investors choose to engage with an experienced Financial Advisor who can work closely with them.

Direct Access

Your portfolio manager is committed to working on a one-on-one basis with you to address your financial needs. We will keep you informed about your portfolio’s short- and long-term results and, provide periodic reports that include a detailed analysis of your contributions, withdrawals, holdings, performance and benchmark comparisons.

Personalized Approach

Your portfolio manager will assess your individual needs and time horizon, as well as your tolerance for risk. This review usually begins with an evaluation of your current financial situation and special family- or business-related considerations. Your portfolio manager may also consult with other advisors you may have, such as accountants, attorneys or business managers, to integrate your investment plan with your entire wealth management plan.

Open to all

Our portfolio management services are available to all. We know there are many who feel let down by their original financial advisory firm, who feel that their service levels and ongoing levels of support are sorely lacking. Our portfolio management service ensures that your investments are fully managed and that you know the very best of care is being taken with your assets, no matter what happens.

Estate Planning

The collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes.

Why Estate Plan?

Estate planning is about life – in the present and in the future. Most importantly, estate planning is about the life of your family, your loved ones and the peace of mind you get from helping to provide for their financial security. A well-prepared estate plan will also help uncover alternative solutions you hadn’t considered or didn’t know were available.

Planning, Necessary for any Estate

Whether your estate is of large or modest value, your estate plan should be part of your total financial strategy and based on solid financial planning principles. In its essence, estate planning addresses the establishment or continuation of a tradition, one that involves the accumulation, conservation and distribution of assets in a tax-efficient manner. It requires a complex interaction of various disciplines and laws.

Expertise, Customized to you.

The ONE Group works with a knowledgeable team of professionals to ensure the plan we develop for your estate addresses your goals and objectives in the most efficient manner possible. Contact us today to discuss how we can add value to your estate.

Alternative Investments

Consider a Different Way to Diversify Your Portfolio. Alternative investments can provide an opportunity for you to diversify your portfolio through an extensive range of products.

What are alternatives?

An alternative investment is an investment in asset classes other than stocks, bonds, and cash. The term includes tangible assets such as precious metals, art, wine, antiques, coins, or stamps and some financial assets such as commodities, private equity, distressed securities, hedge funds, venture capital and financial derivatives. Investments in real estate and forestry are also often termed alternative despite the ancient use of such real assets to enhance and preserve wealth.

Why Alternatives?

A properly managed portfolio should always have some investments that are non-correlated, meaning they can go up or down, regardless of the stock market direction. Including alternatives in your portfolio over a medium time frame can make the returns on your portfolio smoother and the risks lower.

Which Alternatives?

At The ONE Group we are continually sourcing new alternative investments for our clients. We understand that every client has specific aims and that not every investment is perfect for every client. If you would like to diversify your portfolio or would like to replace an under performing investment, contact us today and one of our experienced financial advisers will be able to discuss your objectives and show you the options available to you.

Real Estate Investments

Real estate investing involves the purchase, ownership, management, rental and/or sale of real estate for profit. Real Estate has traditionally outperformed the Wall Street equity market. Real estate is an asset form with limited liquidity relative to other investments, it is also capital intensive and is highly cash flow dependent.

Investment Properties Available

Real Estate investments are an important part of any balanced portfolio. At The ONE Group we have sourced a range of real estate investments ranging from UK residential, UK managed commercial, Dubai real estate and worldwide opportunities.

Entry cost and liquidity

Real Estate investments typically have a high entry cost, making the creation of a balanced portfolio difficult. At The ONE Group we source real estate investments with a low entry cost, typically starting at GBP 20,000, thus allowing our clients to have real estate exposure without being over exposed. As Real Estate investments are typically illiquid, The ONE Group can also assist with the sale as well as purchase of real estate assets.

Truly Global

With real estate investment opportunities available on every continent, The ONE Group ensures you can take advantage of growth wherever you see it.

Pensions Advice

Getting your pension right isn’t as complicated as it seems, although it involves some important decisions that can be costly if you get them wrong.

When should I get advice?

As an expatriate you have more options available to you regarding your pension than you had living in your home country. If you have an existing pension plan from you home country you should contact us to explore the options available to you as you may be able to increase its growth, increase your access to it or simply ensure that you pay the correct amount of tax when accessing it.

I've been told I need a QROPS?

At The ONE Group we ensure that the advice we give is personalized to each individual client. There are many reasons to choose either a SIPPS (Self Invested Personal Pension Scheme) or QROPS (Qualifying Recognised Overseas Pension Scheme) for your pension and we highly recommend taking fully independent advice before moving your existing pensions.

Why fully independent?

Many firms in the offshore financial services marketplace have agreements or relationships with certain providers that limit their ability to provide truly independent advice. At The ONE Group we are completely transparent about our relationships with providers and ensure our advisers are rewarded for providing our clients with the best advice possible for their situation, regardless of provider.

Retirement Planning

When you retire you'll need money to support you and to give you a decent standard of living. Whilst most people get a State Pension, it's a good idea to top this up with your own pension, to ensure you'll have enough money to see you through your retirement in the manner you desire.

Why save for retirement?

Many older people live in poverty because they haven’t been able to save enough. The help offered by the state can change over time. If your retirement’s a long way off you shouldn’t assume that all your needs will be covered by state benefits, or that State Pension rules will be the same as now. So it’s best to start putting some money away as early as you can.

How it works

You put aside money during your working life into either a pension fund or a savings plan. When you reach retirement age, you manage the portfolio you have built up to provide an income to live off for the rest of your life. The amount you get will depend on how much you have saved. This is why it’s important to start a pension as soon as you can.

Customized Retirement Planning

Our experienced financial advisers will work with you to build a comprehensive plan for your retirement, taking into account you desired lifestyle, retirement destination, existing assets etc. To start a conversation, contact us now.

5647

Policies Managed

2284

Clients

16

Countries Clients located in

7

Continents Active In

The Company

The ONE Group recruits worldwide to ensure it has the best advisers possible for our clients. If you believe you would be an asset to the business, understand financial services, enjoy a challenge and would enjoy living in Dubai, contact us to start a conversation.

Jason Noble, CEO

Jason Noble established The ONE Group in 2010 in Dubai and rapidly grew it into one of the most innovative companies in the offshore financial services industry.

Advisory Team

With advisers specializing in a range of solutions for individuals and businesses, you can be assured that The ONE Group’s team can find the optimal solutions for your situation.

Client Services

With a client servicing team spread between the UAE and UK, you can be sure that your requirements and enquiries are met in an efficient and friendly manner.

The ONE Group Dubai

Whether you have an existing portfolio which is not being managed correctly, or are looking to put your finances in order, we have a solution when you need it. Our experienced wealth managers and client support team will give you great, unbiased service every step of the way.

OUR ADDRESS

  • The ONE Group,
  • 3204, Burlington Tower,
    Business Bay, Dubai
  • (971) 4 3636 100
  • [email protected]
  • www.theonegroup.co

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