Top-of-the-line solutions to protect and grow your wealth.

In an interconnected world, access to markets has never been easier however, the noise surrounding sound investments also increased drastically. At the wealth management and business development, we take your time seriously. We understand your needs and financial goals and tailor an investment plan that precisely fits your goals.

The Wealth Management and Business Development team at Markaz provides top-of-the-line wealth management solutions with a strong personal touch to protect and grow your wealth. Our team is highly experienced in analyzing and allocating your assets. We manage your capital by combining our in-depth knowledge of the market with personal relationships built on trust and confidence. Our Wealth managers who have been certified from several respectable international training programs will help you to manage your capital and enjoy the security it offers.

Customized solutions

Your unique goals and preferences are what matter to us. We tailor a fully integrated wealth management plan based on your individual needs.

Markaz provides its clients the opportunity to protect and grow their wealth by creating optimal asset allocation models and selecting investments that fit their risk profile as well as return and liquidity objectives. Local, regional and global asset allocation is offered across five asset classes, namely Equities, Fixed Income, Currencies, Commodities, and Real Estate. In addition to conventional portfolios, we offer our advisory services for Islamic portfolios. With a team comprising experienced investment professionals who keep abreast of shifts and trends in local and international markets, we also provide structured products to bring our clients customized investment opportunities.

The services provided by the Wealth Management and Business Development team at Markaz are:

Tailored portfolios across all asset classes

We understand that each client has unique investment goals. Our Wealth Management team will work closely with you to design tailored portfolios and investment solutions that meet your financial needs across all asset classes.

Investments advisory mandates

Markaz provides its clients the opportunity to grow their wealth by creating optimal asset allocation models and selecting investments that fit their risk profile as well as return and liquidity objectives. Global asset allocation is offered across five asset classes, namely Equities, Fixed Income, Currencies, Commodities, and Real Estate. In addition to conventional portfolios, we offer our advisory services for Islamic portfolios. With a team comprising experienced investment professionals who keep abreast of shifts and trends in local and international markets, we also provide structured products to bring our clients customized investment opportunities.

Private equity & venture capital

Markaz is keen on diversifying its investment offerings from public equities and real estate to alternative investments.

Markaz has invested in over 54 funds across different strategies including Buyouts, Venture Capital, Fund of Funds, and Mezzanine, among others, with a geographic focus in the U.S. Total commitments for private equity have reached US$ 150 million.

In 2018, Markaz restarted the Private Equity & Venture Capital program with a strategy to allocate funds to private equity funds as well as direct investment opportunities with a focus on the GCC region.

Private Credit Portfolio

The Private Credit Portfolio is designed for qualified and professional investors seeking exposure to Private Credit while aiming for diversified income and enhanced liquidity. With expected annual returns of 8% to 12%, and an intended monthly distribution, this portfolio offers an opportunity for potential steady income generation. Our rigorous due diligence process in selecting international partners aims for a well-balanced portfolio across key economic sectors, including Technology, Healthcare and Consumer Goods, among others. Moreover, the Private Credit Portfolio incorporates features such as exit options after one year, aiming to provide the investors with flexibility and liquidity, thereby potentially enhancing overall investment performance.

Disclaimer: Investments are subject to risk; investment returns and performance are difficult to predict and are not guaranteed. Prospective investors are required to review the offering documents and consult their Advisors to evaluate suitability of any proposed investment opportunity.

iMarkaz

From obtaining the investment advice that suits your goals spanning multiple asset classes and financial markets, to opening your account in a few minutes and monitoring your investments, iMarkaz is the right digital tool for you; all with a simple interface that allows you to enjoy the investment experience at the comfort of your house or office.