Lee Carey, Chartered MCSI, CeMAP, BA(Hons)

Private Wealth Director

Lee is an experienced and highly qualified Private Wealth Director based in Dubai, UAE. Lee takes a holistic approach towards wealth management ensuring protection and succession planning are in place before managing savings and investments.

His customer centric approach allows him to engage with a diverse range of clients including company directors, business owners, doctors, as well as families wishing to save for and protect their future.

Lee is an accomplished and professional private wealth manager and has been advising clients in the offshore market since 2010.

Lee specialises in HNW Private Banking and comprehensive retirement planning solutions. His qualifications and depth of knowledge and experience enables Lee to provide professional, bespoke solutions for his clients.

Areas of Expertise

Pension Analysis, Advice, Management

Superannuation Analysis, Advice, Management

Retirement Planning

Pension Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Tax Structuring

Tax Advice

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Private Banking Advice

Property Portfolio Advice

Insurance & Family Protection

Education Fee Advice & Planning

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Complex Multi-Jurisdictional Financial Planning

Cashflow Forecasting & Modelling

Qualifications & Awards

CISI Investment Advice Diploma

BA (Hons) International Business Studies


Regions Covered

  • Worldwide