Wealth Management - The Family Office

What is wealth management?

Wealth management is a strategic process which seeks to preserve or grow wealth. Often this involves investing in the public or private markets, in line with the investor’s financial goals and time frame.

We take this definition further. Our leading team of investment experts craft tailor-made financial plans for clients and their families. We offer superior financial advice for generations to come. We help clients prepare for luxurious retirements, fulfil their unique ambitions, and facilitate generous incomes for families. Taking culture, religion and lifestyles into account, wealth management to us means providing clients with hassle-free, 360-degree service. Your financial goals are our priority.

Protect and build your wealth

One of the most powerful ways to help protect and build your wealth is by investing in high-quality assets. The value of your wealth can be shielded from inflation and currency depreciation with a favorable tax treatment that may save you even more money.

Investing can increase your wealth in several ways too. World-class assets can become significantly more valuable over time. And you can pick up a regular income, such as coupons and dividends, from your assets. If you chose to reinvest these profits, with expert help, your wealth can grow significantly over the long-term, thanks to the miracle of compounding.

Investing as a tool for future wealth

Inflation has reached extraordinary highs in recent years while interest rates on savings accounts have sunk to historic lows. The high-interest savings account is a relic of the past. With inflation outpacing interest, storing your wealth in a savings account is no longer a safe way to protect the value of your wealth. In time, inflation will eat away at your savings as your purchasing power decreases. Worse still, over the long term, cash savers miss the significant returns they would have made had they had invested their money instead. For example, a portfolio with an initial investment of $10 million and subsequent annual investments of $1 million, compounded at 7% annually will be worth $52.8 million in 15 years. In other words, you would put in $25 million and gain an additional $27.8 million. This is thanks to the magic of compounding interest and compounding returns.

Learn more

Diversification strategies

When your investments are internationally diversified across high-quality public and private assets, you have the potential to make higher returns while decreasing your risk. We have offices and experts all over the world who have exclusive access to the most promising opportunities.With us at your side, you’ll benefit from an expertly crafted, well-diversified financial plan, designed to withstand market turbulence.

Learn More

Our Approach

While some investment managers focus on bringing new clients, we focus our expertise and energy on the ones we already have. Our role is to preserve and enhance wealth over the long term. Every family and every investor have different needs. We don’t believe in run-of-the-mill, one-size-fits-all investment strategies. We don’t mass-produce generic financial plans, we tailor-make each and every one so that it fits our client perfectly. Our clients’ changing priorities and family needs always come first, which is reflected in the structure and design of their unique portfolio. We don’t chase quantity, we target quality.

Our approach applies to how we invest as well. We cherry-pick only the finest opportunities, across public and private markets. With local roots and global presence, we can unlock exclusive investments, which other investors cannot access.

Our clients benefit from tailor-made financial planning with a personal touch. To find out more and join our books, simply set up an appointment today

We cater for many kinds of investors. You don’t need to have experience or old family wealth to get started. Some come to us to gain exclusive access to private market opportunities. Others may need to organise their financial planning following the death of a loved one. Our most popular service, however, is providing long-term financial care for families. We help clients to pass their growing wealth from generation to generation. With expert wealth management, built around you, you can position your wealth strategically, so that it is maintained and managed according to your wishes, for generations to come.
We help clients to forge a financial legacy, providing for their children, grandchildren, great grandchildren and beyond.

Minimum investment of $500,000
Personal Documents
A vision of how you’d like to grow and preserve your wealth

We have decades of experience in selecting the right assets for clients who seek Shari’ah-compliant investments. We assess each asset for its conformity with Islamic principles and seek the endorsement of a qualified Shari’ah scholar before we consider it for their portfolios. When you decide to entrust us with your wealth, and the wealth of your family, your financial plan is built from scratch around you and your ethics. We ensure that you have an expertly crafted, well-diversified portfolio and we’ll continue to monitor it in line with your wishes, for generations to come.

Getting started is simple and hassle-free, talk to us today to find out more.

Invest in what you believe