What We Do

In order to invest successfully, we formulate a portfolio management process to ensure that your investments are managed as a spectrum of diversified investments rather than unrelated individual holdings. Wealth portfolio management mandate allows you to sit down with your relationship manager and define your investment policy. This investment policy defines your investment objectives (e.g. preservation of capital, risk tolerance, expected rate of return), constraints (e.g. client's values or ethics) and management style of the various asset classes contained in your portfolio. We then transform these investment policies to a tailor-made portfolio suited to your person. Our goal is to continuously add value for clients through rigorous bottom-up and top-down fundamental analysis, seeking an absolute-return driven strategy by investing in the equity markets of Europe and Australia.

We also provide our clients access to the world of fixed income products, with the coverage starting from the basics of plain vanilla bonds and Sukuks, to reach a variety of structured products and notes across the globe. Furthermore, we maintain an extensive experience in managing money market portfolios, being one of the pioneers in the GCC region in providing such a service. The team, through well established relationships with counter-parties across the world, is able to provide access to lucrative money market investment opportunities. Haj Finance Group’s Asset Management Group professionals are dedicated to develop customized and optimal investment strategies for both individuals and institutions, by focusing on each client’s profile, financial goals, and risk tolerance. With Assets Under Management (AUM) of around USD560 million, we offer: Discretionary Portfolio Management, Fund Management, Advisory services and innovative investment products covering a wide range of asset classes. Our philosophy is to establish long-term partnerships with both individual and institutional investors based on professionalism and integrity, resulting in superior returns to the parties involved. We are highly committed to serve the clients’ various needs based on honesty, transparency and trust.