Moderate Investor

As a moderate investor, you can expect to generate annual returns of approximately 7-9%.

As a moderate investor, you can expect to generate annual returns of approximately 7-9%. Your priority is to reduce market volatility while still achieving consistent and attractive returns. You may be relatively new to investing or investing a significant portion of your net worth, making stability and predictability essential. You want a portfolio that performs well without needing to constantly monitor market movements, economic news, or worry about sudden downturns. Most importantly, you want peace of mind, no sleepless nights due to market fluctuations.

Assets a Moderate Investor May Consider

A well-structured moderate portfolio is highly diversified, balancing defensive and growth-focused assets to achieve stability and long-term gains. A typical portfolio may include:

Global Bond Fund (AGGG)
High-Yield Bond Fund (WING)
S&P 500 ETF (VOO)
Nasdaq ETF (QQQ)
Developed Markets ETF (IDEV)
Dividend-Focused ETF (XDG)

The Importance of Professional Management

Having a professional investment manager overseeing your moderate portfolio is incredibly valuable. A skilled manager ensures that your assets are strategically positioned to avoid major losses while maintaining consistent growth. By staying one step ahead of the markets, a professional manager can help you achieve your target returns without unnecessary exposure to risk. If you’d like to explore whether a moderate portfolio is the right fit for you, or if you’re interested in a bespoke investment strategy tailored to your specific goals, get in touch today.

This is not an official risk profiling tool and has been designed for the purposes of marketing only. The risk profile result and suggested assets should not be considered formal financial advice and we strongly suggest speaking to a qualified financial professional before making any investment decisions.

Get in touch

Have questions or need assistance? Contact us today to schedule a complimentary, no-obligation meeting.

Whether you’re looking for advice or just want to explore your options, our team is ready to provide expert guidance.

Meet Kevin

Experienced Financial Advisor in Dubai

Working in Financial Services across London, Geneva and the UAE has equipped Kevin with the necessary expertise to advise clients from all walks of life.

Kevin delivers advice ranging from basic wealth accumulation strategies through to complex cross-border estate planning and Family Office solutions.

Through his extensive network of global banks, investment firms, and financial institutions, he ensures all advice is tailored specifically to you, providing only the most effective solutions available on the market.

On a personal note, by age 27, Kevin had achieved financial freedom for himself through a combination of passive business income, his stock portfolio and property investments.

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Testimonials

Trusted by 600+ satisfied clients

"Kevin has been advising me for a 2 or 3 years now and I can highly recommend him. He has really helped me turn my portfolio around for the better. He gives sound, honest advice and I trust his judgement completely. I am very glad to have found him!"

Caroline Aust

"I am happy to recommend Kevin as an expert financial advisor. I have been associated with Kevin for about 2 years now and he has significantly improved my portfolio and financial returns. He is very knowledgeable but more importantly very approachable, contactable and he keeps a close eye on my investments recommending investment plans that will change with my changing needs, especially as I approach retirement. Highly recommend. "

Jed Hawe

"Kevin has been such a huge help with my investments. He’s always on top of things, giving me solid advice when ever I need it, but more importantly it always yields great results. His take on the market is spot-on, and he knows how balances growth and risk perfectly inline with my requirements. I couldn’t ask for a better advisor. Thanks, Kevin!"

Sean Haynes

"I’ve been with Kevin for a few years, and he’s been excellent. He really knows his stuff and always explains things clearly. He’s great at adjusting strategies when things change in the market and keeping everything in line with what I want. Can’t recommend him enough for anyone serious about building a secure financial future."

Scott Naude

"Over the course of our engagement, Kevin has consistently demonstrated remarkable expertise, professionalism, and an unwavering commitment to my financial well-being. His ability to navigate complex financial landscapes and craft tailored strategies has been instrumental in helping me achieve my financial goals.

What truly sets Kevin apart is his client-centric approach. He takes the time to thoroughly understand individual needs and provides clear, actionable advice, ensuring that every decision aligns with my long-term objectives. His deep knowledge of wealth management, investment strategies, and financial planning is complemented by his approachable demeanor, making even the most intricate topics easy to comprehend.

Beyond his technical expertise, Kevin’s proactive communication and attention to detail instill confidence and trust. He stays ahead of market trends and regularly updates me on opportunities and potential risks, always with my best interests in mind. His dedication to delivering outstanding results is matched only by his integrity and genuine care for his clients."

Shanil Toolsee

"I have been working with Kevin as my advisor for the last four years. Kevin is very knowledgeable and an excellent advisor. He is reliable and always acts with the best interest of my investments in mind. I definitely trust Kevin with my investments and portfolio."

Ricardo Pinheiro

"In the land of Wealth and Investment managers, it is not so easy to find someone with genuine customer care, transparency, longevity … and performance! I have enjoyed Kevin’s services for several years now... with Kevin I have managed to quickly build a trusted relationship based on mutual understanding, no-nonsense messaging, professionalism and - let’s be fair - excellent knowledge of the market which over-delivered on performance vs anything I had experienced up until that point. I highly recommend working with Kevin. "

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"Kevin is very hard working, industry savvy, and empathetic. He has provided timely, sage financial advice to my wife and I for many years now and we are confident in his guidance as we continue to navigate the risks and uncertainties associated with international investments."

Richard Hall

"Kevin Crowther is not only an expert professional, but he really stands out by going the extra mile and taking the time to ensure he delivers on the best solutions and outcomes for you! I find his honest, transparent, current and pragmatic approach to investment and financial advice most refreshing in a World where optimising the client’s needs is not always a top priority!

I am very grateful to Kevin for helping me put my financial house in order, even at a later stage in my life, and although I have quite a journey ahead, I know that my transactions couldn’t be in safer hands."

Milika Y. Kalyati

"Kevin and I have worked together for the last 2 years, he has been an invaluable asset to Farringdon. His knowledge on financial planning is top notch and I have the upmost confidence he will continue to thrive over coming years."

Daniel Carnie

"Kevin is an exceptional financial advisor who has been a tremendous asset to my financial planning and investment strategies. From our very first meeting, Kevin demonstrated an impressive depth of knowledge and a keen understanding of market trends and financial instruments. His ability to analyze complex financial situations and present clear, actionable advice has significantly enhanced my financial confidence and decision-making. What sets Kevin apart is his personalized approach. He took the time to thoroughly understand my unique financial goals, risk tolerance, and long-term aspirations. This client-focused mindset, combined with strategic insights, has led to the development of a tailored financial plan that has already shown remarkable results. Moreover, Kevin consistently exhibits a high level of professionalism, integrity, and dedication. He is proactive in keeping me informed about market changes and new opportunities, ensuring that my portfolio remains well-balanced and aligned with my objectives. His transparent communication and genuine interest in my financial well-being make him not just an advisor, but a trusted partner.

Milica Smudja

"I have known Kevin for many years and he has my financial advisor and the only person I trust with his investment recommendations through different phases of my work life, moving to different countries, changing jobs, he was always there, aware of the changes and what will be good for me, like it is his own investment. I really recommend Kevin in any investment you are thinking of, short or long term, from pension, funds or real estate, he will find the right mix for you situation."

Samia Atif

"We trust Kevin with the stewardship of our investments because he makes sure that we keep up timely portfolio reviews and constantly updates us on what instruments are available for our risk profile. Kevin comes to our meetings always prepared, is very timely with his deliverables and has a warm and welcoming disposition. Kevin has consistently demonstrated amazing customer service and makes us feel like my husband and I are his only clients."

Yashi Hall

"I have had Kevin as an advisor for several years and he is quite simply an outstanding financial advisor. He is honest, personal and trustworthy. He has a good knowledge and understanding of the markets. I would definitely recommend Kevin to anybody who is looking for a unique advisor who you can trust."

Keith Hieronymi-Smith

"I've been lucky to have Kevin as my financial advisor for several years now, and I can honestly say he's been a true asset to my financial well-being. His advice is always grounded and practical, and he doesn't shy away from tough conversations. This was especially valuable during the Covid years and the concerns that this brought, his calm and reassuring demeanor kept me focused on my long-term goals. I feel incredibly fortunate to have Kevin as my financial advisor and would highly recommend him to anyone seeking a trustworthy and knowledgeable professional."

Garry Ward

"Kevin is very knowledgeable on safe investments and offers sober financial advice. He is honest, he is kind and he follows up on the client’s concerns every step to ensure clarity and progress. If you would like to invest for a secure future, I highly recommend Kevin as your financial adviser. I’ve received the most professional support so far. I appreciate Kevin. Thank you so much."

Jane M. Muchunu

"I have known Kevin for sometime now. I have found him to be the best financial adviser and investor. Kevin has always been able to give practical, sound advice tailored to my needs. And never shy of stepping in to help - I found this to be the best about him. I highly recommend Kevin."

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"I highly recommend Kevin as a financial advisor. He is very dedicated, trustworthy and has helped me make smart financial decisions. Kevin's advice is always clear and helpful. He really cares about his clients and knows a lot about financial markets."

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