Martin O’Malley

CISI Level 4 Diploma in Investment Advice
Wealth Manager

Introducing Martin O’Malley

CISI Level 4 Diploma in Investment Advice

Martin O’Malley is a Wealth Manager at NEBA Private Clients, with over 20 years’ experience advising international professionals and families on protecting and growing their wealth across borders, tax systems and life stages.

An expatriate himself for more than two decades, Martin has lived in Moscow, Geneva and Brussels before settling in the UAE, where he has been based for the past ten years. Over his career he has advised clients across Europe, the Middle East and Asia, helping them make confident decisions about structuring their wealth, planning for the future and avoiding costly surprises.

His specialisms include offshore investment structures, including tax wrappers and portfolio bonds; UK return strategies covering capital gains tax, inheritance tax and residency planning; life and critical illness cover aligned to estate plans; and succession and asset protection across multiple jurisdictions. Alongside this, he provides the full range of regulated financial advice, from pensions and investments to complete wealth reviews.

Most of Martin’s clients are senior professionals, business owners and long-term expatriates, people who have built meaningful wealth and want to take smarter control of how it is managed, protected and passed on.

Martin O'Malley, Wealth Manager at NEBA Private Clients
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