JOE ALBAYATI | Associate Partner
Joe Albayati is an accomplished financial advisor specialising in providing comprehensive financial advisory services to international expats in Greece and Cyprus. As Associate Partner at AI Wealth in Barcelona, Catalonia, Spain, Joe oversees the Greece and Cyprus branches. His extensive experience includes serving as an Associate Partner at PIC (Europe) S.A. from April 2018 to May 2021, and as Director of Financial Planning at AGFP - Ariannol Group Financial Planning from July 2012 to February 2018 and began his career in 1980 as a wall street broker with Dean Witter Reynolds Inc.
As an International Wealth Manager, Joe is dedicated to helping high-net-worth clients achieve their financial goals. He offers a range of services, including investment management and personal and corporate financial planning; working closely with clients’ tax advisors and accountants to develop comprehensive and tailored financial plans.
Joe's vast experience also allows him to conduct audits and investigations on behalf of his clients to monitor adherence to internal controls and external rules, identifying and reporting any compliance breaches or risks. He implements policies and procedures to ensure conformity with laws and regulations affecting the wealth management industry, such as anti-money laundering, tax reporting, fiduciary duty and client privacy.
Joe continuously pursues professional development by staying updated on the latest regulatory changes and market trends, and by obtaining relevant certifications and qualifications.
Contact JoeWhy I can help
My approach delivers world-class tax and financial planning services to individual and corporate clients in Cyprus, tailored to their objectives.
Experience
14 years
Certifications
BAFin/ MscM/ CIFS
Location
Nicosia, Cyprus
Availability
Remote or in person
Skills & Abilities
Investment management
Wealth management
Tax reporting
Financial planning
Need Help?
AI Wealth is dedicated to helping expats like you achieve financial success. Download our complementary guides now.
Meet the team
Fluent in both Spanish and English, Roger’s diverse skill set and extensive experience of expat insurance services make him a pivotal figure at AI Wealth
Mark's entrepreneurial spirit and deep understanding of the financial services landscape have enabled him to excel in all areas of financial services
Ryan's 20 years with leading international financial institutions helps Al Wealth's clients grow their wealth and safeguard it for future generations
Matthew is a qualified Chartered Accountant with a BSc in Finance, who has gained extensive experience in navigating the complexities of the financial sector
Mark Ellis is a seasoned financial advisor who specialises in crafting highly personalised solutions that align with his clients’ goals and aspirations
An accomplished expert in all aspects of investment management, Colin specialises in crafting tax-efficient investment solutions for international expats
Steve’s extensive experience and deep understanding of the challenges faced by the international expat community make him a valuable asset to the AI Wealth team
As an International Wealth Manager, Joe is dedicated to developing comprehensive financial plans to help high-net-worth clients achieve their financial aspirations
Emma's extensive experience in financial services has been instrumental in expanding the firm’s reach and enhancing its service offerings throughout Europe
Fluent in both English and French, Stephen is well-equipped to serve AIW's diverse clientele; offering bespoke financial solutions to meet their fiscal needs
Simon's diverse skill set and industry experience enable him to provide bespoke financial strategies to ensure the financial well-being of AI Wealth's clients
Daren is veteran digital consultant responsible for enhancing AI Wealth’s online presence and ensuring that AIW remains at the forefront of digital transformation
