Private Wealth Management
Service Description
We work closely with qualified investors to develop their wealth and investment management strategies. We only offer our investment products to qualified investors who also understand that our products should be seen as part of an overall investment portfolio and who are able to understand and accept the level of risk involved.
As part of our strategy, we undertake exhaustive pre-qualifying checks on our Investors to ensure that all potential clients meet the requirements of the Capital Market Authority.
Our Approach
We listen to our clients articulate their needs, goals and priorities. Then we collaborate with them to develop holistic wealth and investment management strategies. This may include our offerings or suggesting other investment opportunities that may better suit their specific needs.
Our People
Our investment professionals combine exceptional wealth management experience with the attentive client service that is at the hallmark of our culture. Our professionals are all registered and qualified by the Saudi Capital Market Authority. They have many years of in-depth experience in the market. They offer compelling insights on a range of issues, including asset allocation, investment strategies, market dynamics and wealth management to assist clients to identify new opportunities that will help them to achieve their investment goals.