Our Services

We tailor financial solutions around what matters most to our clients.

Our Investment Philosophy

WE ARE SMART ABOUT THE MARKETS, WISE IN OUR INVESTMENTS AND TRUE TO OUR ROLE AS A TRUSTED ADVISOR & PARTNER

Our investment philosophy is built around a close collaboration between our in-house experts and leading external investment specialists, through an open architecture approach we call the “Star Anise”:

- Our Tactical Asset Allocation (TAA) process is built on thorough research and open discussion, using input from a wide range of market experts.

- The Investment Committee (IC), led by our Head of Asset Management, sets the risk budget based on careful analysis of market and economic trends.

- The Portfolio Construction Team (PCT) allocates the risk across different asset classes and strategies to create the best balance of risk and return to achieve an optimal risk-return balance.

We carefully manage your investments by offering tailored advice, thoughtful portfolio management, and seamless trading across a wide range of assets. Beyond that, we provide specialized solutions like Lombard lending, secure custody, and exclusive credit cards, to support your unique financial goals and aspirations.

Discretionary Portfolio Management

Our discretionary solutions are thoughtfully designed around your goals, your values, and the legacy you aspire to build. With care and expertise, we manage your portfolio across multiple currencies and asset classes. Whether you seek a fully customized mandate tailored to your exact needs or a profile based strategy created for simplicity and efficiency, we ensure every approach is aligned with your vision for the future.

Investment Advisory

We take the time to understand your aspirations, and we offer personalized guidance for your overall portfolio strategy and individual investment opportunities. We provide access to world class solutions, from equities and fixed income to curated funds, ETFs, MENA market opportunities, structured products, and bespoke strategies. Our goal is to give you clarity and confidence as you plan for the years ahead.

Trade Execution

Our experienced traders are here to support you every step of the way, handling your trade instructions with the utmost precision and care. Whether it’s during regular hours or late sessions, you can be confident that no opportunity will be missed.

Lombard Credit Facility

For greater flexibility, our Lombard Credit facility lets you unlock liquidity from your portfolio without having to sell your investments. This gives you the freedom to diversify, reinvest, or seize new opportunities across a broad range of asset classes.

Foreign Exchange and Precious Metals

Whether you’re looking to manage foreign exchange transactions, from spot and forward operations to swaps and options, or diversify with precious metals like gold and silver, we make sure every move is handled with precision and care, no matter how the markets shift.