Plan a successful
investment portfolio
We provide tools to help you understand your investment needs.
Our investment portfolio builder assists you in building the right
portfolio to meet your financial goals.
Your Investment Goals are our Priority
We build custom-made investment portfolios using the finest assets, tailored to your needs, values,
lifestyle and financial objectives.
Limitless Opportunities
Access highly sought-after investments across private markets and geographies, including companies like TikTok, Boots, Burger King, and UFC.
Our Regional Experience
Deeply entrenched in many countries around the world, we understand your culture and beliefs and cater to them accordingly.
Shariah Compliant Investments
If you’re seeking Shari’ah-compliant investments, we have the knowledge and expertise to build a portfolio that aligns with Shariah principles.
Plan your Ideal Portfolio
Building the right portfolio is a key component in growing and preserving your wealth. To achieve your financial goals, we must first carefully consider the asset classes, risk appetite, expected returns, and yields. Understanding your investment expectations allows us to provide an ideal portfolio allocation.
Our financial advisors will assist you in tailoring a portfolio that fits your needs. You can also use our portfolio builder tool to get started.
What return do you expect on your investment?
What annual income do you expect from your investment?
Frequently Asked Questions
Still have questions? Visit our FAQ page.
An investment portfolio is a collection of financial assets such as stocks, bonds, real estate, and other investments held by an individual or institution. It represents the total holdings designed to achieve specific financial goals.
If your questions weren't addressed, don't hesitate to contact our team of experts.
Learn more about portfolio planning
Education - 4 min
The Future Custodians: Women and the Transfer of Wealth in the GCC
Around the world, wealth is moving from one generation to the next at an unprecedented scale. Over the coming decades, trillions of dollars are expected to change hands globally in what experts call the “great wealth transfer”.What makes this transfer remarkable is not just its scale, but the growing share expected to be inherited by women. Longer life expectancy, evolving family structures, and demographic trends mean that women will increasingly become the custodians of family wealth.According to UBS, women already control 33% of total global investable wealth, a share projected to rise to 35% by 2025.[1] While this shift is global, its implications in the GCC are particularly profound. Wealth in the GCC is heavily concentrated in family businesses, sovereign-linked enterprises, and private assets. Here, preparing women for financial leadership is no longer a question of equity; it is a matter of long-term wealth preservation.
Oct 1, 2025
Education - 4 min
Building Wealth That Lasts: A Structured Approach to Long-Term Investing
Long-term investing demands foresight, patience, and a structured approach. While markets are inherently unpredictable, disciplined strategies allow investors to navigate cycles with confidence and maintain focus on long-term objectives.
Sep 24, 2025
General - 2 min
The Family Office Launches Financial Goal Mobile App: A New Milestone in Digital Wealth Planning
The latest innovation by The Family Office brings goal-based investment planning to mobile devices, simplifying access to private markets for GCC investors.
Sep 23, 2025
Contact Our Expert Financial Advisors
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