Full investment delegation to our expert team — with complete transparency, rigorous governance, and a singular focus on your financial goals.
A discretionary mandate means you entrust the day-to-day investment decision-making to our portfolio managers — freeing you from the demands of active management while ensuring your capital is in the hands of specialists who eat, sleep, and breathe the Saudi and GCC markets.
You define the mandate. You set the risk parameters. You approve the Investment Policy Statement. Everything after that — from security selection to rebalancing to reporting — is handled by our team with full accountability and transparency.
Every discretionary mandate begins with a detailed IPS co-created with the client — covering objectives, constraints, benchmarks, and reporting requirements.
Our Risk Committee independently monitors all discretionary mandates against their guidelines — providing an extra layer of protection for client capital.
Monthly performance reports, quarterly reviews, and real-time access to your portfolio via our secure client portal — nothing is hidden.
Three mandate structures designed to match your portfolio size, sophistication, and service expectations.
Core allocation to Tadawul-listed equities across all market capitalisation segments and key Vision 2030 sectors.
Diversified exposure to UAE, Kuwait, Bahrain, Qatar, and Oman markets — capturing the full Gulf investment opportunity.
Sharia-compliant sukuk and conventional fixed income for income generation and portfolio stability.
Private equity, real assets, and structured products for eligible clients seeking diversification beyond public markets.
Short-term, highly liquid instruments for capital preservation and cash management within diversified mandates.
For clients requiring full Sharia compliance — all instruments screened by our Sharia Supervisory Board with zero exceptions.
