By efficiently allocating capital to the real economy, our funds generate enduring returns to our clients while addressing their diverse investment objectives. the Private Office Real Estate focuses on the creation of new investment products that are unique, well-managed, and high-performing in comparison with their peer group.

We seek to provide competitive risk-adjusted returns from direct property ownership through our sector-leading capabilities, and our disciplined approach to investment performance. We cater to investors with varying risk appetites and differing return objectives.

Acquisition Partnerships with International Players

We also aim to form acquisition partnerships with international players that have commercial interests in Saudi Arabia, and create bidding consortiums to acquire up to 100 percent of target companies in the Kingdom.

Acquire Majority Stakes in Non-Core Operating Companies owned by Diversified Family Groups

In many cases, targeted operating companies face management and/or succession challenges that impact their business growth potential in the local or regional market. Through our experience in managing portfolio companies and building collaborative relationships with our equity partners and senior executives of the acquired companies, we aim to grow the acquired targets and prepare them for an optimal exit through a trade sale to private investors, strategic players or an Initial Public Offering (IPO) within a three to five-year period.

Investments in Small and Medium Size Enterprises

The private office’s Private Equity program has also complemented its business with a local focus on Saudi- based small and medium-sized enterprises (SMEs). We aim to target companies with at least three years of proven, growing, and profitable business operations; and we invest in strong and experienced management teams who demonstrate solid ability to scale and expand their businesses. Through our partnerships with SME owners and founders, we aim to add value by improving management capabilities as well as implementing a focused and committed strategy to expand our investee portfolio of SMEs in Saudi Arabia.

The private office Markets Department provides a wide spectrum of Shari’ah-compliant investment management services tailored to the needs of high-net-worth individuals, institutional clients, and family businesses.

Our investment philosophy is to emphasize long-term capital growth and provide investors with a consistent outperformance over the relevant benchmark. We align our interests with that of our clients and offer a competitive management fee structure.

Our dedicated investment managers cover Saudi Arabia and GCC markets across the equity and fixed income universe, and are supported by an award-winning investment team that includes portfolio managers and buy-side research professionals. Our investment services are offered through discretionary portfolio management agreements where a client can determine his\her market risk and return appetite.

The private office’s HNW team has engineered several Ideal portfolios that broadly represent distinct risk groups. However, each and every client portfolio will be custom-built based on the client’s preferences and needs.

Our DPM service is offered exclusively to HNW clients and institutional investors who receive the highest level of client-servicing and are regularly updated with market developments, risk reporting, and portfolio performance. Investors receive regular updates and annual client visits with the portfolio and business development teams.

We provide the full spectrum of domestic and cross-border M&A services to our clients in Saudi Arabia and in the region. Our services include mergers, acquisitions, sales, joint ventures, and corporate restructuring