UAE Investment Advisory

Expert investment advisory and wealth management services for individuals, families, and corporations in the UAE and GCC region.

Investment Advisory Services

Comprehensive investment solutions tailored to your financial goals and risk profile

Portfolio Management

Professional investment portfolio management and optimisation

Professional management
Diversified investments
Risk mitigation
Performance tracking
Min. Investment
AED 500,000
Fee
1.5% annually

Wealth Planning

Comprehensive wealth planning and financial strategy services

Holistic approach
Long-term strategy
Tax efficiency
Legacy planning
Min. Investment
AED 1,000,000
Fee
2% annually

Alternative Investments

Access to exclusive alternative investment opportunities

Portfolio diversification
Higher return potential
Exclusive opportunities
Professional due diligence
Min. Investment
AED 2,000,000
Fee
2.5% + performance

Corporate Advisory

Strategic financial advisory for businesses and corporations

Strategic expertise
Market insights
Deal execution
Value creation
Min. Investment
Project-based
Fee
Success-based

Family Office Services

Comprehensive family office and multi-generational wealth services

Personalised service
Family coordination
Legacy preservation
Comprehensive support
Min. Investment
AED 10,000,000
Fee
Customised

Islamic Finance

Sharia-compliant investment solutions and Islamic banking

Sharia compliance
Ethical investing
Religious alignment
Expert guidance
Min. Investment
AED 250,000
Fee
1.75% annually

Portfolio Management Services

Comprehensive services included in our portfolio management offering

Asset allocation strategies

Risk assessment and management

Performance monitoring

Rebalancing and optimisation

Tax-efficient investing

Regular portfolio reviews

Our Advisory Process

A structured 4-step approach to investment advisory and wealth management

1

Initial Consultation

Comprehensive assessment of your financial situation and goals

1-2 weeks
2

Strategy Development

Create customised investment strategy and financial plan

2-3 weeks
3

Implementation

Execute investment strategy and establish portfolio

1-2 weeks
4

Ongoing Management

Regular monitoring, reporting, and strategy adjustments

Ongoing

Advisory Packages

Choose the right investment advisory package for your wealth level and needs

Essential Advisory

Basic investment advisory for individual investors

AED 25,000
/year
Min. Investment: AED 500,000
Quarterly portfolio reviews
Investment recommendations
Risk assessment
Market updates
Email support
Annual financial planning
Most Popular

Premium Wealth Management

Comprehensive wealth management for high-net-worth individuals

AED 75,000
/year
Min. Investment: AED 2,000,000
All Essential features
Monthly portfolio reviews
Dedicated relationship manager
Tax optimisation strategies
Estate planning support
Alternative investment access
Priority support
Quarterly strategy meetings

Ultra High Net Worth

Exclusive services for ultra-high-net-worth families

AED 200,000
/year
Min. Investment: AED 10,000,000
All Premium features
Family office services
Multi-generational planning
Concierge services
Private banking access
Exclusive investment opportunities
24/7 support
Custom reporting
Global investment access

Client Success Stories

Hear from clients who have achieved their financial goals with our advisory services

Their investment advisory services helped us optimise our corporate treasury and achieve consistent returns while managing risk effectively.

Abdullah A.
CEO, Holdings
AED 50M+
Dubai, UAE

Exceptional wealth management services. They understand my goals and have consistently delivered strong performance with personalised attention.

Sarah M
Private Investor
AED 15M+
Abu Dhabi, UAE

Professional and knowledgeable team. Their Islamic finance expertise helped me build a Sharia-compliant investment portfolio.

Omar H.
Medical Professional
AED 5M+
Sharjah, UAE

Frequently Asked Questions

Get answers to common questions about UAE business formation andour services.

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Regulatory Updates

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