Investment Advisory

Investment Advisory
- We provide independent financial advisory services to institutions and selected ultra-high-net-worth individuals (UHNWI).
- Advising investors including institutional investors, family offices and corporates on their asset allocation and portfolio selection
- Our backgrounds in investment banking, private equity and Big 4 accounting firms guarantee a best in class service
Assignment Examples:
1/ Advising a family group on asset allocation between public and private equity, and local and international markets. Following strategy definition, we would work top-down to determine the best selection of assets and further assist the family in executing the investments, in terms of class of instruments and timing of execution
2/ A family business has decided to invest in regional bonds, and they have asked us to make a shortlist according to a specific set of criteria. The selection is then monitored and revised on a regular basis as in line with the investor's strategy and needs.
Awad Capital Ltd. is regulated by the Dubai Financial Services Authority (DFSA)
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