Institutional discipline. Private-client focus.
We manage multi-asset and alternatives portfolios for private clients, family offices, and institutions across the Gulf and global markets—combining fundamentals, quantitative tools, and rigorous risk controls with concierge-level service.
What we manage
Modular building blocks across public and private markets to match objectives, liquidity needs, and risk tolerance.
Public Markets
Global equities, fixed income, and cash management with factor and fundamental inputs. Index-aware, not index-bound.
Alternatives
Private credit, secondaries, real assets, and thematic vehicles with institutional partners. Access calibrated to client sophistication.
Multi-Asset
Discretionary, outcome-oriented portfolios that combine return drivers and diversifiers across cycles.
Our investment process
1. Discovery & Policy
We align on objectives, constraints, liquidity tiers, and governance. Outcomes are codified in an Investment Policy Statement (IPS).
| Dimension | Defined |
|---|---|
| Return objective | Yes |
| Risk budget | Yes |
| Liquidity tiers | Yes |
| Delegations | Yes |
2. Research & Portfolio Design
Top-down and bottom-up research inform strategic and tactical tilts. We blend fundamental analysis with factor, macro, and quantitative tools.
We emphasize diversification across independent return drivers.
3. Execution
Institutional trading protocols, partner due diligence, and staged allocation for private assets. Cost and tax awareness embedded.
4. Monitoring & Governance
Continuous risk and attribution monitoring, variance alerts, quarterly reviews, and annual IPS refresh.
Example mandates
Core Multi-Asset
Balanced growth with downside discipline. Dynamic equity/fixed income, targeted alternatives, and cash buffers.
Income & Preservation
Prioritizes stability and yield using quality credit, dividend equities, and real-asset income strategies.
Opportunistic / Thematic
Thematic sleeves (e.g., energy transition, private credit secondaries) sized within agreed risk budgets.
Who we serve
Private Clients
Entrepreneurs and executives seeking institutional process with private-bank attention.
Family Offices
Policy design, manager selection, co-investment sourcing, and consolidated reporting.
Institutions
Segment mandates, overlays, and custom research in partnership with regulated counterparts.
Risk management
Framework: risk budgeting by objective; factor, sector, and liquidity limits; stress testing and scenario analysis; manager and counterparty due diligence; operational risk controls.
We monitor drawdowns, tracking error, liquidity ladders, and contribution to risk by sleeve.
Sustainability & stewardship
Where relevant and at client direction, we incorporate material ESG considerations and stewardship practices, focusing on financially material risks and opportunities. We do not make impact claims unless mandates are explicitly designed as such.
Performance, reporting & transparency
Client portal
Aggregated portfolios, performance by sleeve, risk metrics, fees, and document vault. Quarterly reviews with clear attribution.
Fees
Simple and aligned. Advisory-only, performance-linked where appropriate, or mandate-based. Full disclosure of all underlying costs.