Wealth Management
A specialized Wealth Management team offering tailor-made investment solutions & integrated services to our clients
Our Approach
Alzeerah Group Investment Company offers a range of portfolio management solutions with robust execution capabilities that suit every investor’s risk appetite. When managing your wealth, we consistently focus on providing you with the best strategic guidance and quality advice, which in return help us build long and lasting relationships with our valued Clients. With extensive wealth management experience, we have developed a comprehensive and consistent understanding of our clients’ expectations.
Our team of Wealth Managers apply a client-centered approach to address your most complex investment goals, helping you plan to preserve your wealth for future generations. Depending on your specific needs, we personalize our services to bring you a step closer towards achieving your targets and overall financial plans. Once your plan has been set, our Wealth Managers will contact you regularly to update goals, review and rebalance your portfolio, with recommendations on any additional services that might help you achieve your target faster.
We offer our exclusive products and services to a multitude of Clients that have further expanded our network on a local and regional level:
• Sovereigns, Endowments, and Foundations
• Corporates and Institutions
• Family Offices
• High Net Worth Individuals
Debt Finance
Arranging, structuring and offering a variety of conventional and Islamic fixed income products.
Mergers & Acquisitions
Advising on buy and sell side mandates for both acquisitions and divestitures and conducting due diligence in different sectors of the economy.
Advisory
Providing reputable consulting and advisory services including feasibility studies, business valuations and financial restructuring.
Trading
Trading listed equities, fixed income and unlisted equities through portfolio or beneficiary accounts supported by research reports.
Lending
Offering and arranging loans to clients to allow them to increase their Investment exposure.
Our Offerings
Our services are based on an extensive risk management framework, evidence based financial advice, and access to Alzeerah Group Investment Company’s vast resources:
• Product customization
• Strategic wealth planning
• Latest market trend analysis yielding research-based
solutions to clients
• Monthly portfolio reporting
• Client support in third-party investments
• Access to Alzeerah Group Investment Company's professional network
Our team is well positioned to offer a comprehensive range of products and services covering asset management, investment banking and brokerage, including:
Mutual Funds
A range of mutual funds managed by the company in various asset classes and markets.
Discretionary Portfolios
Custom mandates with customized investment guidelines and indices in addition to a range of preset portfolio management solutions with preset strategies including equity, balanced, fixed Income and capital guaranteed.
Private Equity
A range of private equity funds and club deals in the MENA region covering various industries.
Third Party Solutions
Custom tailored portfolios leveraging the company’s suite of front and back office services on behalf of clients.
Real Estate
Investments in real estate funds managed by the company and real estate deals through specialized real estate investment programs.
Portfolio Advisory
Professional advice to clients with an active role in managing their portfolios including equities, fixed income and investment products managed by Alzeerah Group Investment Company or other asset managers.
Special Situations Asset Management
Customized asset management solutions to clients seeking value enhancement and optimal realization of “Difficult Assets Portfolio”.
Equity Finance
Assisting clients in their periodic need of capital through rights offering, subsequent new offerings and other means of capital provision and enhancement.