15 | Investment Excellence Awards 2026 Best Personalised Financial Advisory Firm 2026 - UAE Legacy Private is an independent wealth advisory firm based in Dubai, working with two types of client: the HENRYs (High Earners Not Rich Yet), who are professionals with a long-term vision and wanting to be intentional about the wealth they’re building; and the HNW (High Net Worth) and UHNW (Ultra High Net Worth) individuals and families who want their wealth to be managed thoughtfully. Much of the firm’s work centres around cross-border structuring, investment strategy, and estate and succession planning, all with the aim of helping clients see the full financial picture. We heard from Co-Founders Eoin Mullally MSc CFP® and Bill Anderson FCCA to learn more about Legacy Private’s award-winning offering. “We started the firm because we didn’t believe clients were getting the level of advice they deserved,” Eoin began. “Too often, what was being recommended reflected what paid the adviser best, not what served the client, and we saw firsthand how that shaped the products people ended up holding. We believed we could do better, but doing it properly meant stepping outside the structures we were working within at the time. So, we built a firm around the alternative: advice that has nothing to do with what it pays us.” This is also why operating as an independent firm matters most within the financial industry. Clients should be able to enquire with their advisers directly, and whether it is an independent firm or not can also have an impact how advice is priced and whether it is fair and not misleading. Legacy Private prides itself on its fee-based, transparent, and evidence-led model that is built entirely around the client, not the product shelf. The principle that every recommendation must stand on its own merits is what shapes almost every decision the firm makes. This impacts the products it will and won’t use, how plainly it explains its fees, and why it won’t use a one-size-fits-all template and call it a plan. When working with Legacy Private, clients will be taken through a six-stage process of Discovery, Data Gathering, Analysis, Strategy, Implementation, and Review. “It always starts with listening: understanding a client’s goals, family context, and what “legacy” means to them, before a single number gets modelled,” Eoin explained. “From there, the analysis is independent and evidence-based, the strategy is built specifically for that client, and implementation is transparent right down to the fee. Nothing stops once the plan is in place. The Review stage means we come back to it as life and markets change.” Legacy Private’s portfolios are globally diversified and market-cap weighted, with four core models available across the three major currencies – USD, EUR, and GBP – meaning clients can invest in the currency that best aligns with their financial lives. The firm emphasises broad diversification across global equity and fixed-income markets, with asset allocation and security selection being informed by academic research into persistent return premiums, including factors such as size, profitability, and quality. Legacy Private also prioritises cost-efficiency, using low-cost, liquid, and diversified exchange-traded funds, and rebalancing on a disciplined, systematic basis, no matter the market conditions that week. Furthermore, where appropriate, its core offering is complemented by a satellite portfolio, and professional investors have access to private equity and structured products, too. As far as Eoin and the team are concerned, staying ahead of the curve has less to do with chasing the latest product than the professional decision making needed to efficiently manage wealth across borders. Most of Legacy Private’s clients are managing money and life across two or three jurisdictions at once – a UK pension, a GCC salary, an eventual move somewhere else entirely – and that’s where the real complexity sits, not in choosing a fund. “We’re honest with clients about what’s overrated in this market right now: private markets and structured reports sold without the risks being properly explained, and tax wrappers layered on when they aren’t needed,” Eoin said. Overall, non-negotiables for Eoin and the team are clarity and personalisation. It is fundamental that the client knows exactly what is being recommended to them, why, and what it costs, minus the jargon. Enhancing this further is the firm’s digital offering, allowing clients to perform transactions and communicate online through a modern executive platform, digital onboarding, and other online channels. It understands the significance of digitisation done well toward efficiency, but also believes it shouldn’t take away the human touch. It’s clear to see how Legacy Private has come to be named as our Best Personalised Financial Advisory Firm 2026 - UAE, with its fee-based, transparent, evidence-led, and entirely tailored service offering that is deserving of the utmost praise. For the future, Eoin shared: “We plan to grow the team, adding four or five highly qualified professionals, ideally CFP® or Chartered Financial Planners. We won’t rush it. Whoever joins us needs to believe in our mission and our ethos as much as they bring the technical qualification, because that’s what keeps the advice consistent as we grow. Through all of it, we intend to stay what we are: a boutique independent wealth management and financial planning firm.” Contact: Eoin Mullally Company: Legacy Private Website: www.legacyprivate.ae
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