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Tailored Portfolio Solutions

As leaders in the wealth management industry, we capitalize on our deep understanding of the region and international reach to preserve and grow our client’s wealth and legacies. Since each client has unique investment objectives and goals, we ensure that our investment solutions are tailored to each of our clients based on their risk tolerance, time horizons, revenue and growth expectations, values, etc. All these factors are taken into account when building a client’s portfolio.


Our Investment Solutions

Seeking portfolio solutions from $3M? Our financial experts craft tailored diversified portfolios based on your needs and goals to achieve the best risk adjusted returns. Our solutions can be customized to include Shariah-compliant investments only.

Liquid Portfolio

  • Highly liquid, yield generating credit assets.
  • Stable income distributions and some capital gains.
  • Allocation in money markets and credit strategies.

Details
Highly liquid, yield generating credit assets providing stable income distributions and some capital gains. The liquid portfolio is a completely liquid, low to moderate risk, income-generating solution. It includes an allocation in money markets and credit strategies.

Recommendation
This solution is suitable for low-risk investors who seek cash management, stable income, minimal exposure to volatility, and optionality to redeem the full investment amount.

Yielding Portfolio

  • Semi-liquid, yield generating assets.
  • Consistent income distributions with enhanced yields.
  • Option to redeem half the portfolio amount.

Details

Stable yield generating assets across the globe providing consistent income distributions. The yielding portfolio is a semi-liquid solution that features diversified liquid and illiquid investments such as real estate, private credit, etc. This solution aims to provide enhanced yield and returns by complementing the low risk income-generating liquid opportunities with illiquid yield generating investments.

Recommendation
This solution is suitable for investors who seek enhanced yields and returns, moderate volatility, and optionality to redeem half the portfolio amount.

Balanced Portfolio

  • Partially liquid assets with proven track records.
  • Superior total returns and moderate yield.
  • Suitable for longer time horizons.

Details

Consistent capital gain returns investing in asset classes with proven track records. The balanced portfolio offers truly diversified investments from a wide array of investment programs and funds, including private equity, real estate, etc. The portfolio aims to generate superior total returns and moderate yield while offering partial liquidity.

Recommendation
This solution is suitable for investors who seek capital gains, with moderate to high-risk appetite, and longer time horizons.

Growth Portfolio

  • Exceptional capital gains capitalizing on market dislocations.
  • Diverse selection of capital growth programs and funds.
  • Suitable for higher risk appetites.

Details

Exceptional capital gain returns taking advantage of market dislocations across the globe. The growth portfolio offers a diverse selection of capital growth programs and funds, including growth sectors, venture capital, etc. This portfolio aims to generate superior capital gains in the medium to long term by taking advantage of unique market dislocations.

Recommendation
This solution is suitable for investors with higher risk appetites, who seek large capital gains.