Let’s talk global financial planning

Tim SearleChairman

Ch n’s Chairman’s Message

Combining good old fashioned face-to-face service with real value for our Clients has brought Globaleye to where we are today. We complement this with some of the most innovative online solutions which help to ensure we remain at the forefront of our industry and keeping our Clients abreast of financial matters that may affect them.

As our awards prove, we know the value of best advice, ensuring we build long term relationships whether you are a private or corporate Client. Understanding risks, 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 eventualities so we can secure your financial peace of mind.

Welcome to Globaleye.

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Ch n’s About Us

Globaleye is an independently-owned firm of private Wealth Managers with headquarters in Dubai. Independence gives you choice and our expertise in international financial planning has made us the first choice for over 15,000 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 entire 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 our Clients’ service requirements. We have also been voted the best IFA in several leading 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.

Ch n’s Vision & Mission

Our mission is to deliver exceptional tailored financial solutions to meet private and corporate client needs worldwide. We align our interests completely with the interests of the client so that our objectives are one and the same. We believe that through our interactions with clients and the implementation of perfectly developed, thought out and constantly monitored plans, we are able to improve their lives by putting them and their families in a position of greater financial security and prosperity.

Our people are professional, ethical and qualified at all levels to the highest standards in order to deliver best advice with a commitment to best in class service, innovation, honesty and integrity. We aim for Globaleye to be the benchmark in excellency within our industry and for years to come.

Ch n’s Our People

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 Wealth Managers are qualified and trained to international standards to ensure our Clients are provided with the best advice and service at all levels. Continual professional development and qualifications remain core throughout all levels of our team.

Our advisors are all supported by an experienced and qualified Administration team, with our dedicated CRM, HR, IT, Legal and Marketing divisions all working together to create a superior level of service for our Clients. The dedication and determination of all our employees ensures your finances are in the best hands, whilst supported by some of the most innovative IT solutions available.

Ch n’s Planning for your future

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

PensionsThis is a key element in everyone’s financial planning. For the majority of us our goal is early retirement, yet few of us actually make a conscious effort to consider our retirement planning in good time. We utilise the best pension providers in the world and make our recommendations based on your needs today and for the future.

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 clients to a comprehensive range of trust solutions for use in estate planning, tax mitigation and even formation of offshore companies.

Offshore BankingBanking offshore provides a link between all your banking arrangements, giving you easy 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 your money.

Ch n’s Planning for your future

Employee BenefitsCritical to any organisation, its health, wealth and profits, is the employee, especially when time and funds have been invested in his or her development, training and overall knowledge. Protecting individual members of staff is, therefore, essential. As companies become internationally mobile across the world’s marketplaces there is an increasing need to have plans in place to protect employees from the unforeseen problems of life.

General InsuranceInsuring anything other than human life is referred to as general insurance andcovers property such as your home, your business and belongings against fireand theft, or vehicles against accidental damage or theft. Personal liability as aresult of any accident can also be insured and this type of insurance iscompulsory in some cases.

Ch n’s Planning for your future

Education Fee PlanningProviding a good education for your child is probably the best gift you can ever give. However, the spiralling costs involved can pre-determine your choice of school, college or university. Globaleye consistently delivers unbiased and professionally tailored solutions for education fee planning so your choice of school is based on your child’s ability and not your ability to pay.

ProtectionGlobaleye can create a range of solutions to protect you, your family or your business. Insurance provides comfort and peace of mind so you can face challenges in life with the financial confidence when it is needed most.

International MortgagesBuying property can be a complicated process and requires detailed knowledge on locating the most suitable financing options. We have access to specialist brokers to help you secure the right mortgage for the right price in an array of currencies.

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

Ch n’s Exclusive Services

Globaleye provide a host of in-house services that will enable you stay on top of your 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 plans whenever 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 plus an array of reports to help your plans.

Globaleye Portfolio Service (GPS)Selecting the right financial plan is one thing; keeping an eye on how it performs over time is another. The GPS is an information service whereby we send you the performance of your funds directly to your inbox each month so you can see how your funds are doing in an easy to understand format. Also viewable on GVS, we identify when changes to your portfolio are required in line with your risk profile.

Globaleye Bulletin Service (GBS)The GBS delivers essential and informative financial news straight to your inbox. The monthly broadcast features product spotlights, videos, seminars, fund launches, investor warnings, competitions and much more.

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

www.globaleye.com

Globaleye Headquarters

PO Box 24592Villa 801, Al Thanya StreetUmm Suqeim 3, Dubai, UAEToll Free: 800 4558T: +971 4 404 3700enquiry@globaleye.com

Additional Office Locations

Abu DhabiKuala LumpurHong KongSinagporeHo Chi Minh City

GenevaMoscowDohaSri Lanka