Investment Advisory Services
We are a global investment advisory firm that provides services to clients in the Middle East, Europe, the US, Africa, and Asia. These services cater to sophisticated investors and provide comprehensive guidance on geography agnostic diversified investment portfolios.
Wealth Management Advisory
Wealth management firms provide comprehensive advisory services tailored to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). These services typically involve portfolio management, asset allocation, risk assessment, estate planning, tax optimization, and personalized investment strategies.
Private Banking
Private banking services are offered to affluent clients. We provide personalized investment advice, access to exclusive investment opportunities, tailored lending solutions, and a range of financial services such as trust and estate planning.
Alternative Investment Advisory
We specialize in alternative investments and offer guidance on non-traditional investment options, including private equity, venture capital, hedge funds, real estate, infrastructure projects, and commodities. These services help clients diversify theirportfolios and access higher-risk, potentially higher-return investments.
Islamic Finance Advisory
We provide advisory services to GCC clients who seek investment options compliant with Islamic principles. Islamic finance advisory services provide guidance on Sharia-compliant investment opportunities, including Islamic mutual funds, sukuk (Islamic bonds), Islamic equity investments, and structured Islamic finance products.
Single Family Office Services
Single Family office advisory services cater to wealthy families and provide comprehensive investment management, power dynamics advice, succession planning, financial planning, and governance solutions. These services focus on preserving and growing family wealth, intergenerational wealth transfer, philanthropic activities, and other family- related financial matters.
Cross-Border Investment Structuring
Cross-border investment structuring services assist clients in navigating complex international investment structures and optimizing tax efficiency. These services involve providing insights on international markets, evaluating investment jurisdictions, tax treaties, transfer pricing, and implementing efficient cross-border investment structures.
Mergers and Acquisitions (M&A) Advisory
M&A advisory services assist clients in identifying potential merger or acquisition opportunities, conducting due diligence, conducting valuation analysis, and negotiating transactions. These services cater to clients seeking strategic investments or business expansion opportunities.
Real Estate Advisory
Real estate advisory services focus on guiding clients in their real estate investment decisions. This includes market research, property valuation, feasibility studies, property management, and advisory services on residential, commercial, and hospitality real estate projects globally.
Impact Investment Advisory
For clients interested in socially responsible investing and impact investing, advisory firms offer services that align investments with social objectives. These services provide guidance on sustainable investing, ESG (Environmental, Social, and Governance) considerations, and impact measurement.
Retirement Planning Advisory
Retirement planning advisory services focus on helping clients plan for their post-retirement financial needs. These services include evaluating retirement income goals, estimating future expenses, recommending appropriate investment vehicles, and providing strategies for wealth preservation during retirement.
Philanthropic Giving Advisory
Some advisory firms specialize in guiding clients on strategic philanthropic giving. These services assist clients in identifying charitable causes, establishing philanthropic foundations, creating impact investment strategies, and maximizing the social impact of their charitable contributions.
Risk Management Advisory
Risk management advisory services help clients identify and mitigate investment risks. These services involve assessing various risks, such as market volatility, liquidity risks, and geopolitical risks, and developing risk management strategies tailored to clients’ investment objectives and risk tolerance.
Wealth Management Advisory
Wealth management firms provide comprehensive advisory services tailored to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). These services typically involve portfolio management, asset allocation, risk assessment, estate planning, tax optimization, and personalized investment strategies.
Capital Market Advisory
Capital market advisory services provide insights and guidance on navigating the financial markets, including equity markets, fixed income markets, and derivatives markets. These services help clients make informed decisions regarding investments in publicly traded securities and assist in capital raising activities.
Corporate Finance Advisory
Corporate finance advisory services assist clients in various financial aspects of their businesses, such as capital structuring, mergers and acquisitions, divestitures, and raising funds through debt or equity financing. These services help optimize corporate finance strategies and support clients in making strategic financial decisions.
Investment Policy Statement (IPS) Development
IPS development services help clients create personalized investment policy statements that outline their investment objectives, risk tolerance, asset allocation strategies, and guidelines for investment decision-making. These statements serve as a roadmap for investment management and provide a framework for evaluating investment performance.
Due Diligence Services
Due diligence advisory services assist clients in conducting comprehensive assessments of potential investment opportunities or acquisition targets. These services involve financial and operational analysis, risk assessment, legal and regulatory compliance review, and providing recommendations based on the findings.
Performance Measurement and Reporting
Performance measurement and reporting services provide clients with regular updates on their investment portfolios’ performance, including returns, risk metrics, and benchmark comparisons. These reports help clients track the progress of their investments and evaluate the effectiveness of their investment strategies.
Venture Capital Advisory
Venture capital advisory services assist clients in accessing early-stage investment opportunities in high-growth startups. These services involve identifying promising startups, conducting due diligence, structuring investments, and providing ongoing guidance to clients throughout the investment lifecycle.
Portfolio Restructuring and Optimization
Portfolio restructuring and optimization services help clients assess and enhance their existing investment portfolios. These services involve analyzing portfolio performance, identifying areas for improvement, rebalancing asset allocations, and optimizing risk-return profiles based on changing market conditions and investment goals.
Pre-IPO Advisory
Pre-IPO advisory services cater to clients interested in investing in companies before their initial public offerings (IPOs). These services involve identifying pre-IPO investment opportunities, conducting due diligence, assessing valuation, and assisting clients in participating in pre-IPO financing rounds.
Digital Asset Management Advisory
Digital asset management advisory services cater to clients interested in investing in digital assets such as cryptocurrencies, digital tokens, and blockchain- based assets. These services provide insights into the digital asset market, assess investment opportunities, managing the associated risks and offer guidance on portfolio management strategies.
Digital Wealth Transfer and Estate Planning
Digital wealth transfer and estate planning services focus on assisting clients in managing their digital assets, online accounts, and digital legacies. These services involve providing guidance on digital asset protection, digital estate planning, and facilitating the transfer of digital assets to beneficiaries.
Social Trading and Investment Networks
Social trading and investment networks enable clients to connect with other investors, share investment ideas, and access a community of like-minded individuals. These platforms facilitate social interaction, copy trading, and knowledge sharing among investors, enhancing investment decision-making and collaboration.
Art Investment Funds
Art investment funds allow clients to pool their capital to invest in a diversified portfolio of art assets. These funds provide professional art market expertise, management of art collections, and potential liquidity options for investors interested in the art market as an investment class.
Sovereign Wealth Fund Advisory
Sovereign wealth fund advisory services cater to government entities or large institutional investors managing sovereign wealth funds. These services provide guidance on investment strategy formulation, portfolio management, risk management, and governance practices specific to sovereign wealth funds.
Impact Investing Advisory
Impact investing advisory services focus on aligning investments with environmental, social, and governance (ESG) goals and generating positive social or environmental impact alongside financial returns. These services help clients identify impact investment opportunities, assess impact metrics, and integrate impact considerations into their investment strategies.
Investor Relations Advisory
Investor relations advisory services assist public and private companies in managing relationships with investors and enhancing their communication and transparency. These services involve developing investor communication strategies, organizing investor events, providing guidance on regulatory compliance, and facilitating effective shareholder engagement.
Intellectual Property (IP) and Patent Investment Advisory
IP and patent investment advisory services assist clients in identifying and evaluating investment opportunities related to intellectual property and patents. These services involve analyzing patent portfolios, assessing IP valuations, and providing guidance on IP investment strategies.
Infrastructure Investment Advisory
Infrastructure investment advisory services focus on guiding clients in investing in infrastructure projects, such as transportation, energy, utilities, and public- private partnerships (PPPs). These services involve project evaluation, due diligence, risk assessment, and structuring infrastructure investments.
Exchange-Traded Funds (ETF) Advisory
ETF advisory services provide guidance on investing in exchange-traded funds, which are investment funds traded on stock exchanges. These services involve assessing ETF options, analyzing underlying assets, and providing recommendations on incorporating ETFs into investment portfolios.
Investor fit Assessment
It involves evaluating the compatibility between an investor and a potential investment opportunity. This assessment aims to determine if the investment aligns with the investor’s financial goals, risk tolerance, investment horizon, and overall investment strategy. The goal is to help the investor make informed decisions by analyzing various factors and providing personalized recommendations.
Financial feasibility report preparation
It includes market analysis, financial modeling, risk assessment, and financing evaluation. These services assist in assessing project viability, estimating costs, analyzing financial performance, and developing comprehensive reports. Working with our expert advisors ensures accurate assessments and informed decision-making for proposed projects or investments.
Business valuation report preparation
It involves a comprehensive assessment of a company’s worth. These services include financial analysis, market research, business valuation, and consideration of industry trends. We assist in determining fair value, providing insights for decision-making, mergers and acquisitions, and financial reporting.
Conduct roadshow Services
Fundraising roadshow services assist companies in securing funding by creating impactful presentations, identifying potential investors, managing logistics, collecting feedback, and facilitating follow-up communications. They play a crucial role in maximizing investment opportunities and achieving successful fundraising campaigns.