USD 500m+

Assets under advice

Since 2008

In global capital markets: Merrill Lynch, institutional banking, own investment firms

One partner

Investments, legal and structuring coordinated through a single point of contact

What we do

A family office without the overhead of building one

Investment advisory

Portfolio construction and oversight across public equities, credit and derivatives. Independent review of bank and broker portfolios, fees and counterparty risk.

Structuring & legal support

Holding, foundation and trust structures in the UAE (DIFC, ADGM) and internationally. We coordinate lawyers, banks, custodians and auditors so the structure actually works.

Family office services

Succession planning, consolidated oversight across banks and jurisdictions, real estate and private holdings, and special situations that need a trusted counterpart.

Our approach

Independent. Disciplined. Long term.

No product to sell

We are not a bank or a broker. Our only interest is the outcome for the family, which lets us challenge counterparties, fees and positions objectively.

Risk before return

Every mandate starts with the family’s objectives, liquidity needs and risk tolerance. Capital preservation comes first, and growth is built on top of it.

Cross-border by default

Our clients hold assets across the UAE, Europe, the UK and beyond. We work across those jurisdictions and their banking systems every day.

Insights

Research and reviews

Market commentary is published on our Telegram channel.

Value investing requires a great deal of hard work, unusually strict discipline, and a long-term investment horizon.

Seth Klarman

A private conversation

Every engagement begins with an initial, confidential discussion of the family’s situation and objectives.