01
Wealth Management
Discretionary portfolio management for families and individuals. We build around your horizon, liquidity needs and the legacy you intend to leave — then manage it actively within an agreed mandate.
Discretionary · from SAR 2m
What We Do
Four ways to put capital to work.
Each discipline is run by a dedicated team, but every mandate shares one governance, risk and reporting standard.
02
Investment Advisory
Independent, non-discretionary counsel for boards, family offices and investment committees. You keep the decision; we bring the research, the risk view and an unconflicted second opinion.
Retainer or per-mandate
03
Private Funds
CMA-regulated funds spanning Saudi public equity, sukuk and selective private markets. Each fund carries a clear strategy, a stated benchmark and quarterly investor reporting.
Qualified investors · SAR & USD
04
Institutional Solutions
Tailored mandates for pension funds, endowments and corporate treasuries — including liability-aware strategies and reporting mapped to your board’s standards.
By mandate · institutional
How a mandate begins
Discovery
We map your objectives, constraints and risk tolerance before a single riyal is invested.
Mandate
A written investment policy sets the strategy, benchmark, limits and reporting cadence.
Stewardship
We manage, monitor and report quarterly — and review the mandate with you every year.