Private Client and Wealth Management in UAE

Wealth Management Services in UAE

Data collection

We begin the process by coordinating with investment managers, lawyers, tax consultants, Bankers, and property advisors to gather our client’s financial data including asset and liability documents, bank statements, taxes, Trust documents, insurance contracts, and portfolio statements.

Prepare accounting records

Based on the data gathered, we arrive at the fair value of the financial assets and prepare books of accounts. This process helps us to understand our client’s current financial position and pave the way for proper financial planning.

Analyze financial position

We analyze our client’s financial position and investment model covering areas such as liquidity, working capital, forex transactions, payments, receivable management, the return of investments, and trade transactions. We help monitor investments not just in UAE, but across geographies and currencies.

Our wealth management team helps in overseeing fund outflows and inflows with in-built controls and overall portfolio reporting and performance monitoring.

Prepare Treasury reports and dashboards

We develop a Treasury Dashboard customized to the client’s current and projected cash flow position, transactional currencies, investment portfolio, net worth statement, working capital cycle, and operational tasks which help make optimal decisions and achieve financial objectives.

We offer complete service offerings for your financial well-being. For corporates, family-owned businesses, and HNI(high net worth individuals) we are offering a wide range of services customized to their unique requirements.

Our expert team of qualified has a deep understanding of the core issue areas and provides exceptional services and superior advisory solutions to help our clients achieve their financial objectives in a rapidly changing and opportunistic business landscape.

We can assist you in providing tailored strategies, providing support services, and maintaining books of accounts. Together we will work to manage, build, and protect your finances.