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Portfolio Management Services

Investment Research Team

Funds Management Service
How These Services Works
A financial adviser will conduct a full review of your investments and current circumstances. They will also answer any questions which arise when exploring your options. They will establish your risk profile, timescale for investment and specific requirements such as planning to minimise inheritance tax or increase income, and select a portfolio to fit your requirements. The portfolio will then be monitored to ensure it continues to meet your aims and reflects your attitude to risk.
PROFESSIONAL MANAGEMENT
Day-to-day, the running of the portfolio will be managed by our investment team headed by Mohannad Al Faouri. This combined expertise means you can have complete peace of mind your investments are in safe hands, now and in the future.
COMPETITIVE CHARGES
The Portfolio Management Service offers exceptional value for money. Our charges are transparent and competitive. We do not charge for buying, selling or switching funds within the portfolios. We use our buying power as one of the largest UAE brokers to get the best discounts on initial fund charges (up to 5.5%) and typically the charge is fully discounted. We also have access to low annual management charges.