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Infrastructure

our counterparties

Banks

the most trusted banks
in the Middle East

Custodians

the most reliable depositories across
the Middle East and Asia

Counterparties

extensive access to global markets 
and trading platforms

Consistent result and safe custody
Optimal risk-return ratio
Current opportunities in equities

Money Market AED

UAE money market instruments

Historically High Returns

current interest rate of 3.9%

Low Risk Level

deposits in the largest, most reliable banks in the UAE

Short-term Investment Tool

for 1-month deposits


3.8%

net expected
 annual return
AED
350 000
0.2%
strategy currency
investment minimum
management fee

Money Market USD

US Treasury bills

Historically High Yield

current interest rate is 4.3%

Low Risk Level

T-Bills are considered one of the most reliable investment instruments

High Liquidity

highly liquid short-term assets


4.2%

net expected 
annual return
USD
100 000
0.2%
strategy currency
investment minimum
management fee

Fixed Income

Bonds

Favorable Market Environment

attractive current market yields

Reliable Infrastructure

the portfolio includes bonds of reliable issuers primarily held in an American depository

Active Management

risk and return optimisation via active management of interest rate and credit risks

8%

net expected 
annual return
AED
350 000
0.5%
strategy currency
investment minimum
management fee
up to
11%
possible drawdown

Balanced

Investments according to the Risk Parity approach

Long-term Approach

aiming for stable results in all phases of the economic cycle

Wide Diversification

including stocks, bonds, commodities, 
and inflation hedges

Flexible Management

portfolio structure adjustments in response 
to different market conditions

8%

net expected
 annual return
AED
350 000
0.5%
strategy currency
investment minimum
management fee
up to
12%
possible drawdown

Abu Dhabi Falcon

Shares listed on the Abu Dhabi Securities Exchange

Growth potential and promising economy

growing economy and active investments in the development of the emirate

Opportunity to participate in IPOs

new companies are actively being listed on the Abu Dhabi and Dubai stock exchanges

Local Infrastructure

asset safekeeping and settlement in Abu Dhabi and Dubai

12%

net expected 
annual return
AED
350 000
0.7%
7%
strategy currency
investment minimum
management fee
performance fee
up to
17%
possible drawdown

China Technology

Chinese technology companies

Active management

selection of shares in leading innovative companies

Sector with high growth potential

current capitalisation expected to more than double

Local infrastructure

assets safekeeping and settlements in Hong Kong

15%

net expected 
annual return
HKD
800 000
0.6%
8%
strategy currency
investment minimum
management fee
performance fee
up to
40%
possible drawdown

Technology Growth

Investment in innovations

Active Management

stocks selected from the most promising technology sectors

High Potential

investments in growth companies

New Innovation Cycle

identification of potential
new sector leaders

15%

net expected
 annual return
AED
350 000
0.2%
7%
strategy currency
investment minimum
management fee
performance fee
up to
45%
possible drawdown

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wealth

management

company

Managing

$1.5+

billion in client assets since 2019

Managing

$1.5+

billions client assets since 2019

Advisory platform with access to international markets
Asset
management
strategies
Personalised
investment
ideas
Asset

structuring
solutions

Located in one of the most rapidly expanding
financial centers

in the UAE

Abu Dhabi Global Market
is a
Free Zone
has a
Unique Status
has
Advantages
Learn more
ADGM free economic zone was established to attract
foreign  investments
ADGM operates under English common law with its own regulatory regime, distinct from the general UAE legislation
International expertise and standards in the financial sector provide tax and infrastructure benefits
Learn more

Provide access to
a wide range of
instruments, currencies and trading locations

Fixed Income

whole world

Equity

UAE, USA, Canada, China, Hong Kong, Singapore, Australia, Europe, Switzerland, United Kingdom

UAE IPOs

participation in local IPOs, benefits for professional investors

Discover our Infrastructure
and Counterparties

We have strategies designed to meet your extensive interests

Сonditions

Money Market AED

UAE money market instruments

3.8%
+

net expected annual return

Money Market USD

US Treasury bills

4.2%
+

net expected annual return

Fixed Income

Bonds

8%
+

net expected annual return

Balanced

Investments according to the Risk Parity approach

8%
+

net expected annual return

Abu Dhabi Falcon

Shares listed on the Abu Dhabi Securities Exchange

12%
+

net expected annual return

China Technology

Chinese technology companies

15%
+

net expected annual return

Technology Growth

Investment in innovations

15%
+

net expected annual return

Portfolios based

on our strategies

Money Market USD
55%
Fixed Income
25%
Balanced
5%
Technology Growth
5%
Abu Dhabi Falcon
5%
China Technology
5%
Portfolio R

Focus on fixed income
instruments

7.3%
annual expected return
4.3%
expected risk
Portfolio I

Balance between different asset classes

Money Market USD
15%
Fixed Income
35%
Balanced
20%
Technology Growth
10%
Abu Dhabi Falcon
10%
China Technology
10%
9.4%
annual expected return
9.1%
expected risk
Portfolio Z

Emphasis on equities 
in the portfolio

Money Market USD
10%
Fixed Income
20%
Balanced
10%
Technology Growth
20%
Abu Dhabi Falcon
20%
China Technology
20%
11.3%
annual expected return
14%
expected risk
Portfolio Q

Focus on investing in equities

Money Market USD
10%
Fixed Income
10%
Balanced
5%
Technology Growth
25%
Abu Dhabi Falcon
25%
China Technology
25%
12.2%
annual expected return
16.7%
expected risk

Asset structuring 
in partnership with leading experts

Tax planning

  • development of individual
    tax optimisation strategies
  • consultations on international tax legislation

Protection of the portfolio from potential risks

  • analysing and managing market, credit and operational risks
  • development and implementation of hedging strategies

Succession planning

  • creating effective asset-transfer plans
  • advice on the legal and financial aspects of inheritance

Opening an account online without paper work and obligatory office visits

Manage your portfolio
online in the АСМ

mobile app

Manage
your assets

Five simple
tariffs

Read more
Tariff 1
Tariff 2
Tariff 3
Tariff 4
Tariff 5

assets from

equity

per advice

fixed income

per advice

currency exchange

per operation

IPO subscription

of the allocation amount

management fee

on financial instruments, per year

minimum fee

per year

Read more

1

assets from

$1 mln

equity per advice

0.35%

min $65

fixed income per advice

0.35%

min $65

currency exchange
per operation

0.10%

IPO subscription

of the allocation amount

1%

management fee

on financial instruments

0.30%

minimum fee per year

$5 000

2

assets from

$2 mln

equity per advice

0.25-0.35%

min $65

fixed income per advice

0.25%

min $65

currency exchange
per operation

0.10%

IPO subscription

of the allocation amount

1%

management fee

on financial instruments

0.10%

minimum fee per year

no fee

3

assets from

$4 mln

equity per advice

0.15-0.35%

min $25-65

fixed income per advice

0.15%

min $25

currency exchange
per operation

0.10%

IPO subscription

of the allocation amount

1%

management fee
on financial instruments

0.10%

minimum fee per year

no fee

4

assets from

$4 mln

equity per advice

$25-65

fixed income per advice

$25

currency exchange
per operation

no fee

IPO subscription

of the allocation amount

1%

management fee
on financial instruments

1%

minimum fee per year

no fee

5

assets from

$7 mln

equity per advice

0.07-0.35%

min $25-65

fixed income per advice

0.07%

min $25

currency exchange
per operation

0.07%

IPO subscription

of the allocation amount

1%

management fee
on financial instruments

0.07%

minimum fee per year

no fee

Read more

Book a meeting

45 min
Zoom call

Book an online meeting with our manager at a convenient day and time

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