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Portfolio Management

At SHUAA Capital Asset Management, wealth management is a privilege we take seriously. We offer our high net worth investors, as well as institutions, tailor-made solutions through our Discretionary Portfolio Management (DPM) arm. Each client’s risk tolerance, return requirements, geographical and other preferences are analyzed. Customised mandates, usually across asset classes like equity and fixed income, are prepared for approval. Once approved, we aim to maximise the tailored objectives within such mandates using our expertise and strengths with or without the constraints of benchmarks. While the portfolios are under our management, clients receive personalised and enhanced service – including continuous updates on their portfolios, market and company research, access to their portfolio managers as well as quarterly visits.

Most of our DPM clients have been loyal customers over the past decade, and their loyalty reflects our exceptional performance for their portfolios and our unwavering commitment to servicing their investment needs and providing them an all encompassing investment solution.