Wealth Management
Through Diversification
We diversify investment portfolios in
markets and industries across the world
Our diversification strategy
Building a successful portfolio requires expertise, experience and exclusive access to
opportunities. We offer all this and more. We create highly diversified portfolios, custom-built
around you.
The Endowment Model
We build diversified portfolios across industries to ensure you make the best of your investments.
Customised Portfolios
Whether you’re looking for a luxurious early retirement or a lasting financial legacy, our experts craft the best-suited plans for you and your family.
International Network
We source resilient investments across the private markets for you in burgeoning sectors like real estate, technology and healthcare.
How diversified is your portfolio today?
A strategic investment portfolio can help you protect and grow the value of your riches over the long-term. Such a portfolio is designed to sustain and enhance your wealth for generations.
Check if your investments are diversified enough to mitigate risk.
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Frequently Asked Questions
Still have questions? Visit our FAQ page.
Diversification is about investing in a range of assets that behave differently under different market conditions. While it is important to include a variety of market sectors, asset classes and geographies in your portfolio, true diversification requires a deeper understanding of the revenue sources of the underlying asset, and how quickly they react to market events. Many assets in public markets across geographies react similarly during recessions, correlating closely to other sectors. For an investor, this has the same effect as overconcentration, even if the portfolio is spread internationally. To solve this problem, we specialise in private investments. We have access to private equity, debt and property opportunities that are not available to the public. These assets are immune to amateur investors who occasionally sell in a panic, driving down the asset value. They also have superior returns due to the illiquidity premium. We combine exclusive private investments with traditional public asset classes, such as equity, fixed income, real estate and cash equivalents. This diversified approach to portfolio management delivers superior results, year on year. As the cornerstone of modern portfolio theory, diversified investments mitigate risk and deliver higher returns. Clients benefit from lower risk and enhanced potential for growing their wealth.
If your questions weren't addressed, don't hesitate to contact our team of experts.
More about portfolio diversification
Market Insights - 4 min
The Road Ahead: Insights from Global Investing Experts
Just as it is wise to hold a diverse portfolio of assets, it is good to sample a range of viewpoints when it comes to investing.At the same time, it’s important not to be overwhelmed. It’s the signal that you are looking for and not the noise. Unfortunately, there is typically far more of the latter than the former.We’ve taken a sample from the Q4 2024 investment outlooks of the world’s leading financial institutions - 12 Wall Street banks and asset managers - and condensed what we believe are the important takeaways for individual investors from their findings.
Nov 6, 2024
Market Insights - 4 min
Permission to Land? November Fed Decision
The last meeting of the Federal Open Markets Committee (“FOMC”) saw the first cut in interest rates in over four years. The decision to lower rates by 50 basis points to their current level of 4.75%-5.0% sent a strong signal to the markets that a new era of easing has definitively begun.The Federal Reserve’s new economic projections and meeting minutes added color to the decision. In addition, further economic data has emerged since September to give the market food for thought as to the likely course of future rates.In this article, we take a look at both, and ask, as usual, what should concern us as individual investors.
Oct 23, 2024
General - 4 min
Essential Financial Planning: Basics of Investing and Private Market Investments
Marie Salem, Financial Analyst for Asharq With Bloomberg, was hosted by The Family Office and Maya Hojeij, Business News Anchor at Asharq With Bloomberg, to provide a comprehensive overview of essential financial planning and investment strategies, with a special focus on women in financial decision-making and the benefits of private market investments. Below are the highlights of the webinar:
Oct 12, 2024
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