Introducing Sameer Alam

Sameer has been advising clients on their finances for over 10 years. His thorough and meticulous methods of client management and his breadth of knowledge in the offshore market have developed his clients’ portfolios very effectively. His superior work ethic, professionalism and knowledge are all traits his clients consistently praise. He enjoys providing financial planning expertise to corporate and private clients, and counts among his clients a number of large corporate organisations across aviation, energy, healthcare and professional services in the region.

Specialties: Financial Services, Wealth Management, Investment Advisory, Financial Planning, Offshore Tax Planning, Insurance and Protection, Estate and Succession Planning, Funds, Fixed Income, ETFs, Equities and Structured Notes, Asset Allocation and Portfolio Construction, Pension Planning, Private Equity, and Corporate and Employee Benefits Packages for small, medium and large businesses.