and entrepreneurs supporting them with meaningful
advice and solutions to achieve their investment and
growth objectives
We are born from within the industry
and for the industry
Institutional clients and organizations have different needs, objectives, own considerations, resources, and regulatory environments. Stemming from these same roots within the MENA region, we leverage on our own industry experience to adapt to different entities and their needs.
We own your agenda and objectives and become a core extension of your team. Our consultants will play an integral role in the thought process, help shape and execute any action plan, and provide another set of brains ta facilitate your journey.
This unique approach and proven know-how is evidenced to be key for efficient client interactions, tailor-made targeted solutions and advice, and tangible results. Whether you are an insurance company or a mission driven fund looking to understand your ideal structure or risk appetite, a family office seeking diligence or operations support, or a startup or a financial intermediary interested in an investor perspective to accelerate your growth, we align incentives and are committed to your success and satisfaction.
Institutions we partner with
Family Offices
The family office universe is advanced, enjoys superior talent, and has a solid investment expertise with often differing objectives from multi-generational growth targets, impact investing, disruptive industries, or other aspirations.
However, a complicated operating businesses landscape, lack of assets segregation, and demanding investment targets can blur appropriate long-term planning and hinder returns for families. Whether it is a retainer engagement, strategic review, or ad-hoc assistance, we help reduce pressures giving you better control of your assets and plans.
We bring in a fresh perspective to support principles and family offices streamline the interchangeability of core businesses and investment activities, optimize the underlying operations framework, and provide timely investment analysis facilitating sustained long-term prosperity.
Insurance Companies
The insurance industry is highly technical, having multi business lines, with often tight profitability margins. The industry is facing further challenges with a complex and changing regulatory framework, inflationary pressures, volatile markets, and limited resources.
However, insurers are cash rich, and a large portion of net profits can be derived from investment returns. We take the time to assess your core operating dynamics and leverage on our deep financial markets’ ecosystem expertise to help you across a wide range of areas.
We partner with insurance companies on portfolio optimization, markets insights, idea generation, execution support, operations enhancements and implementations,… to create a suitable infrastructure and appropriate investment strategy cementing the importance of this revenue stream as a core and sustainable driver of profitability and growth.
Family Offices
The family office universe is advanced, enjoys superior talent, and has a solid investment expertise with often differing objectives from multi-generational growth targets, impact investing, disruptive industries, or other aspirations.
However, a complicated operating businesses landscape, lack of assets segregation, and demanding investment targets can blur appropriate long-term planning and hinder returns for families. Whether it is a retainer engagement, strategic review, or ad-hoc assistance, we help reduce pressures giving you better control of your assets and plans.
We bring in a fresh perspective to support principles and family offices streamline the interchangeability of core businesses and investment activities, optimize the underlying operations framework, and provide timely investment analysis facilitating sustained long-term prosperity.
Corporates
Having significant corporate responsibilities, business leaders and executives are mostly focused managing their business activities and navigating the different challenges in their respective industries.
In addition to their regular business segments, these companies often oversee and manage liquid or financial assets. The performance of these cash balances, other investments, or different pension plans will have an impact on a company’s profitability, employee attraction and retention, and ultimately corporate share prices.
We work with corporates and business leaders to alleviate these pressures and responsibilities by implementing a suitable, efficient, and rewarding investment management framework. We support with strategy, portfolio construction and monitoring, risk management and operations,… to enhance returns and maximize potential.
Startups
The startup universe is an exciting innovative space where new fascinating advancements and solutions emerge. Each startup and founder have different cultures, background experiences, operating complexity, industry knowledge, and stakeholders’ relationships.
While building something new is captivating and rewarding, it is quite a demanding, challenging, and time-consuming journey with multi-disciplinary skillset needed. With a more widespread and professional adoption of this category and an increased competition, attracting investors with the desired terms is becoming more challenging.
Investor’s mentality is an integral part of our identity and our way of being. We partner with startups extending our investor perspective and helping them implement needed enhancements, build a robust communication framework, optimize funding solutions, and strengthen the investment thesis to elevate the value proposition and stand out.
Financial Intermediaries
FIs can range from private bankers, wealth managers, to single or multi-class asset and fiduciary managers. Increased competition, product innovation, regulatory restrictions, fee compression are some examples of industry challenges rendering the business landscape more and more pressuring and demanding.
In addition to the main consuming goal of delivering good results and diversified portfolios to their clients, FIs are also tasked with innovating differentiated products, refreshing their investments/managers platforms, reducing costs, and increasing their efficiencies.
We complement FIs in a multitude of areas so they can keep focusing on creating value to their clients. We advise with our investor perspective on new products and strategies, support with asset classes and products research and diligence, help manage business and investment risks, and design and implement efficiency-driven changes strengthening your competitive edge and profitable growth along with your clients’.
Public or Mission
Driven Funds
These types of funds are particular and vary remarkably from non-profit entities, mission driven, charitable trusts, to government backed development funds, and other forms of long-term retirement goals.
Within these structural differences, being able to understand clients’ driving factors, variables, and needs and adapt accordingly while keeping main objective at sight is critical to safeguarding clients’ interests and attaining their goals.
Amid these critical and sensitive missions and investment objectives, fast moving initiatives and markets, and limited time and resources, we provide anchor support with a customized approach, investment and operations framework, and timely analysis and analytics underpinning a robust governance, timely efficient execution, and optimized network and fees fueling your success.
Interested in exploring growth opportunities?
Tell us about yourself, what you are looking for, and we will reach out for next steps.
