Andreas Hollas, Chartered MCSI

Private Wealth Director

Starting his career in the international financial advice space in 2013, Andreas has built a well-renowned reputation in the industry winning various awards and accolades along the way.

Andreas offers proactive and dynamic advice that is tailor-made to each client. He has ‘Chartered’ status within the Chartered Institute for Securities & Investments (CISI) and is known for his technical abilities.

Aside from being a self-confessed ‘geek’ who enjoys working on ultra-complex client cases, he enjoys the personal touch of financial advice. He thrives on building long-term, professional & personal relationships with his clients.

Areas of Expertise

Pension Analysis, Advice, and Management

Retirement Planning

Pension Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Tax Structuring

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Property Portfolio Advice

Insurance & Family Protection

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Complex Multi-Jurisdictional Financial Planning

Qualifications & Awards

Level 4 Diploma in Investment Advice (Financial Planning & Advice)

Chartered Institute for Securities & Investments

The United Arab Emirates Financial Rules and Regulations

First Class Honours Degree in Economics with Politics & History

Regions Covered

  • Middle East