Abdulmohsin Al Omran, Founder and CEO of The Family Office, is hosted by Mazen Nahawi, President of News Group, to discuss the main success factors for investors in their investment and wealth management journey. Abdulmohsin shared The Family Office investment philosophy as well as advice to investors on preserving and growing their wealth. Below are the highlights of the discussion:
During his time with Goldman Sachs, Abdulmohsin realized that wealth management does not follow a random process, but it has a sound and clear basis. Unfortunately, investors in the region do not follow this approach and most are unaware how much returns they are achieving for the risks they are taking. This is mainly due to the absence of the right tools, a perk The Family Office offers to its clients.
Abdulmohsin Al Omran considered that for an investor, contentment is priceless treasure. It is of paramount importance that an investor is content with the return on an investment with a specific level of risk. Investors must also look for professional investment companies that can give them access to high-quality assets.
The Family Office has succeeded in providing the same level of service to a millionaire and a billionaire equally. Previously, exclusive top-tier investments were out of the reach for many investors, such as investing as little as $200,000 to $300,000 in a building under construction in New York. Today, thanks to The Family Office App, clients can assess their risk appetite, build a portfolio that meets their needs and invest in major international opportunities alongside top-tier partners.
Abdulmohsin highlighted the difference between private equity and public equity in that non-publicly-traded companies are frequently valued below publicly traded ones. The Family Office continues to invest in private companies for many reasons, including the freedom of management to undertake fundamental change without worrying about its stock price in public markets. Historically, investments in private companies have outperformed public companies by 6% to 8% annually.
The Family Office invests in growing sectors such as content, technology, real estate and consumer goods. We strive to ensure that our clients’ portfolios include 30 to 50 investments diversified over sectors and geographies to preserve wealth.
Around $700 billion of wealth is deposited in current accounts in Swiss banks. Consequently, Petiole Asset Management AG, our investment arm, has acquired the highest license for asset management, wealth management and advisory from FINMA, the Swiss market regulator. This license aims to serve these investors.
The company will continue to work, in the upcoming two years, on its digital platform which allows investors to broaden their investment horizons by allowing them more control over their investments and full transparency on performance.
Abdulmohsin concluded by saying: wealth, whether inherited or created, is a responsibility entrusted to you, and you must preserve it for your children and grandchildren by making the right decision and working with reliable and professional companies.
Watch the full interview above.
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