Verified Partner
Apex Wealth Management logo with initials AWM in a rose gold circle on dark blue background

Apex Wealth
Management

Independent Expat Wealth Management, Dubai & UAE

Moving to the UAE is an exciting new beginning, and the perfect moment to get your finances working for you. From tax-efficient saving to protecting what you've built back home, the right plan put in place early makes all the difference. I'm Stacey Wareing, Director at Apex Wealth Management, with 27 years guiding expat families across the UAE.

27+
Years Experience
$500M+
Assets Under Advisory
100%
Client Retention
Our Services

Expat Wealth Management Services, Dubai & UAE

A simple, no-pressure process

Regular Savings Lump Sum Investments Education Fee Planning Retirement & Pensions Offshore Investing Investment Platforms
01

Talk

A free, no-obligation chat to understand your move, your goals and where you stand today.

02

Plan

A bespoke plan across savings, investments, pensions and protection, written down and easy to follow.

03

Review

We keep it on track together as your family settles and your plans evolve.

"Being an expat I was hesitant to seek advice, meeting Stacey changed all of that. Trustworthy, understanding, and she puts my interests first."

Sarah · Relocated to NEOM, UAE

Why Apex

Set Up Right, From Day One
Expat Financial Planning in Dubai

As you settle in, we put tax-efficient savings and investments in place early, so your money is working for your family from the moment you arrive.

Boutique & Personal

Unlike large institutions, we offer truly personalised service. You're not a number, you're a relationship we nurture for generations.

Built to Move With You

Multi-currency, portable plans across regions and currencies, so your wealth travels wherever life takes your family next.

Independent & Bespoke

Whole-of-market advice with no in-house products to push. Every plan is built around your family's move, never a template.

Privacy & Discretion

Absolute confidentiality is foundational to every client relationship. Your financial affairs remain strictly private and secure.

Proven Track Record

27 years of delivering consistent results for HNW clients across multiple market cycles. Our client retention speaks for itself.

Relocate2UAE Verified

We've been thoroughly vetted and verified by the Relocate2UAE team, meeting the highest standards for licensing, reputation, and expat client service.

Professional headshot of Stacey Wareing, Director and Wealth Manager, wearing a dark blazer and white shirt against a dark background
27+
Years Experience
Meet Your Adviser

Stacey Wareing

Director · Wealth Manager

With 27 years of experience guiding expat families across the UAE, Stacey understands that moving countries isn't just about logistics, it's about protecting and growing what you've built. Her approach is refreshingly personal: no templates, no corporate scripts, just straightforward, independent advice tailored to your family's next chapter.

Expat Specialist Independent Adviser Multi-Currency Planning
Chat with Stacey
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Scan to Connect

with Stacey on WhatsApp

Ready to Secure Your Family's Financial Future in Dubai?

Whether you're relocating to the UAE or already settled, let's have a confidential conversation about your wealth goals. No obligation, just expert guidance.

By connecting, you agree to be contacted by Apex Wealth Management. Your information is handled with strict confidentiality.

Spot the Moment

When They Say… You Say

Questions expats ask

Why Apex? 5 Things That Matter

1

Independent, whole-of-market. Advice built around you, not a product they have to sell.

2

Lower, transparent fees. Most expats quietly overpay; Aapex runs lean, so more stays invested.

3

Built for globally-mobile life. Multi-currency, fully portable planning.

4

A dedicated wealth manager. A real relationship, not a call centre.

5

UAE-licensed & regulated. They live the expat journey too.

Questions Expats Ask

Tax & Residency

"Am I still taxed back home?"

"Do I still file as a non-resident?"

"Is money I send home taxed?"

Pensions

"What happens to my home pension?"

"Should I transfer it (QROPS/SIPP)?"

"Can I combine old pensions?"

Policies & Plans

"Should I keep paying my plan?"

"Are my bond's fees too high?"

"Can I exit early, and at what cost?"

Investing & Retirement

"Where do I invest tax-free income?"

"What do I do with idle cash?"

"Is my end-of-service enough?"

"Can I afford to retire, and where?"

Currency & Leaving

"AED, USD or GBP?"

"What if I leave the UAE?"

"Will I lose money on FX?"

Family & Trust

"Do I need a UAE will?"

"How is the adviser paid?"

"Is the advice really independent?"

Internal Reference: Keep it Simple & Compliant

Stick to "free initial review / honest second opinion" framing. Don't promise specific returns or savings — let Aapex make any regulated claims. This sheet is for internal Relocate2UAE use.

Expat Wealth Management FAQs — Dubai & UAE

Everything you need to know about Apex Wealth Management, independent financial advice for expats in Dubai