Investment Management
What We Offer

Investment Management

We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs. We also offer customised Shariah-compliant portfolios. In addition, we collaborate with third party providers to offer collective investments, private equity, hedge funds and structured products.

Discretionary Investment Management

We manage a comprehensive range of multi-asset (balanced) and equity portfolios across different risk categories. Depending on your profile, we’ll select the most suitable portfolio and customise it for your requirements.

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Our investment philosophy is rooted in a solid base of research and insight, patience and wisdom, seeking superior returns over the long term and avoiding the distraction of quick and perhaps unsustainable wins.

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Investing Offshore

Our team of world-class investment professionals can design a personalised offshore investment strategy to help diversify your portfolio. To invest offshore with us, you can use your personal offshore allowances to transfer your funds abroad, or you can make use of our asset swap capability.

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Shariah-compliant investments

Our customised Shariah portfolios combine our investment expertise with the wisdom and respect of an independent Shariah board comprising senior Ulama. Riba is avoided and the dividend is purified.

Our Shariah solution is provided only through equities and a limited core of acceptable financial instruments. These include common stock (from companies that have passed a Shariah screening), exchange-traded funds (ETFs), compliant real estate investment trusts (REITs) and cash.

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Outsourced Investment Services

We collaborate with third party providers to offer collective investments, private equity, hedge funds and structured products.

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WHAT WE OFFER

Wealth Management

Our international cluster of specialist teams work with you and your wealth manager to create an integrated plan to achieve your goals, dreams and aspirations.

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Fiduciary and Tax

As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions.

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Investment Management

We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs. We also offer customised Shariah-compliant portfolios. In addition, we collaborate with third party providers to offer collective investments, private equity, hedge funds and structured products.

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Credit Lending

If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure credit. The service is fast and flexible, and offered at highly competitive rates.

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Stockbroking and Derivatives Trading

We offer a range of institutional and retail equity and derivative trading services, including an online share trading platform should you prefer to self-manage your portfolio.

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