Wealth building strategies
Our Global Wealth Management model is centered on that of an External Asset Management. Our Partners has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in house solutions.
Asareer Investment Company endeavors to provide the highest standard of personalized relationship management. Our asset managers and relationship managers take the time to listen to clients and understand their requirements in detail on an individual basis so as to ascertain the right choice and mix of investment banking options. We take great pride in working side by side with our clients to understand their financial dreams and turn them into a reality.
Our philosophy is to establish long-term partnerships with both individual and institutional investors based on professionalism and integrity, resulting in superior returns to the parties involved. We are highly committed to serve the clients' various needs based on honesty, transparency and trust. Our goal is to continuously add value for clients through rigorous bottom-up and top-down fundamental analysis, seeking an absolute-return driven strategy by investing in the equity markets of the Middle East and North Africa (MENA). We also provide our clients access to the world of fixed income products, with the coverage starting from the basics of plain vanilla bonds and Sukuks, to reach a variety of structured products and notes across the globe. Furthermore, we maintain an extensive experience in managing money market portfolios, being one of the pioneers in the GCC region in providing such a service. The team, through well established relationships with counter-parties across the MENA region in general and the Emirate in particular, is able to provide access to lucrative money market investment opportunities.
Our investment strategy is based on performing rigorous due diligence on a universe covering a spectrum of sectors within economies with above-average growth prospects. The strategy is built upon a disciplined, yet flexible, long term approach to investing, which allows us to filter short term news, noise and emotions and determine the best course of action. Through maintaining an extensive coverage list and continuously researching and implementing the best evaluation models, the investment managers are able to respond in a timely manner to breaking news and development in the best interest of our clients. Our investment strategy is focused on capturing the most attractive investment opportunities across the region, while adhering to a defined risk management framework, which is a key element in portfolio design, issue selection and portfolio monitoring and attribution.
Our Global Wealth Management model includes but is not limited to legacy planning, advisory services targeted towards individuals and corporations with investment portfolios and real estate/ business assets, managing the client’s private banking relationships with multiple custodian banks, negotiating cost effective fees across all private banking relationships, coordinating with the investment and corporate banking teams to facilitate the client’s business needs and producing consolidated investment statements thus providing clients with a holistic view of all of their private banking relationships.
Wealth Management Products
Gemini Consulting & Investments Ltd’s core strategy revolves around a bespoke tailoring approach. Our teams conduct extensive research and analysis in order to identify customer segments with a particular need and then develop products and services to cater to that particular niche. We carefully craft each bespoke investment product to meet the risk/ reward appetite of every client on an individual basis. Our product development team together with the Asset and Relationship Managers ensures that the client’s each and every need is met by engaging in proactive dialogue with our clients.