As a specialized financial firm with global expertise, we believe that we can support and perform in recruiting the organic float of international business interest which not supported by any governmental efforts.
01 Investment Funds
We are strategically prepared to design investment funds that exploit opportunities with financial models that will be affecting the business opportunities in its whole lifecycle or in a specific phase or component, we will do everything that the fund needs as a fund manager and a business manager.
02 Investment Model
Our focus will be on adding high standard professional value targeting all business aspects of the investment opportunities, be it wealth, assets, contracts, cash flows and receivables. We believe that opportunities created from the business sectors address their needs and requirements. The investment society should be aware and ready to meet and fulfil these needs and requirements at a certain price with taking into account the most appropriate standards of governance.
03 Private Equities
The Private Equity investment sector in Saudi Arabia is still immature in every aspect. Saudi Business society is not exposed to the extraordinary privileges and benefits of the Private Equity investment features, especially in the SMEs society, which is 95% of the private sector. The culture of the Saudi businesspersons and families continues to rely on their own resources; financially and culturally. Which is a main factor in isolating great and successful business and products from reaching the desired level of business and achieve the highest chances of success. Financial firms have a lot to offer to this sector but also, needs to raise the awareness among SMEs to benefit from the intellectual values of global and local Private Equity investment practices.
Private Equity “SMEs”
04 Private Equity “SMEs”
We believe that we have a great opportunity in the SMEs Private Equity sector using our qualifications and expertise to provide the business entities the chance to grow and secure their market positioning. As we stated we are an opportunity and business model driven professionals, wealth and investment capital are the tool to achieve the strategic goals for all relevant parties. Our strategy in Private Equity will be implemented i all business lifecycles: Ventures Series A, B, C Capital investment, Growth Capital, Mezzanine Capital, Distressed PE and Buyouts. With the proper informative efforts and awareness raising of the benefits of these solutions, we can create the value proposition for investors and the business owners.
Universe Portfolio Management
05 Universe Portfolio Management
The investment society needs capable and qualified investment managers to reach all global markets and all investment instruments, creating the needed balance for the experienced and sophisticated investors. Sophisticated investors such as the large cap companies, family offices and experienced entrepreneurs face additional difficulties, barriers and expenses to invest globally.
Global portfolio management
06 Global portfolio management
The high demand for large-scale portfolio management is growing, along with technical advancement and globalization efforts led by United Nations and global development institutions. Which has made the investment society more open to explore the Global Investment Opportunities, and has gone beyond the mature economies. Investors became more interested in developing and emerging economies and markets. As a very fast developing economy, Saudi Arabia has become one of the most pivotal countries in the global investment society, and have been rapidly able to export and import investments opportunities, but mostly through Sovereign investment funds, listed & non listed large cap companies which are affected by the government agencies. Private sector investment society is still unable to follow this expansionary track of global Investment, the financial institutions have not provided the proper infrastructure to secure the necessary environment both intellectually and technologically. It is true that there are few companies that have been covered this area, but the market needs more financial firms to provide the needed Global portfolio management.
We believe that we can provide Universe Multi Asset Portfolio Management to Saudi investors in order to meet their regional and international investment desires, as well as to meet the needs and interests of international investors in the Saudi markets and sectors.
International Asset Management
08 International Asset Management
As a specialized financial firm with global expertise, we believe that we can deliver, implement and support the benefits of international trade, which is not supported by any governmental efforts. We know how to speak the International Business Language to setup the international investments in a profitable term, conditions, business models and sectors. With providing the proper attention, we believe in our ability to deliver the needed professional services to increase the international investments appearance and presence in all Saudi business sectors.
As the Saudi economy grows and expands the SMEs sector still not on the same level as the large cap companies or the listed companies, they still away from their full potential for the reason of limited sources or the lack of awareness toward engaging
As the Saudi economy grows and expands, the SMEs sector remains not on the same level as the large cap or the listed companies, far from achieving their full potential due to limited sources or lack of awareness toward engaging the external societies for the needed services or facilities that’s provided from others. The business sector in general and the SMEs sector in particular needs to be aware about the benefits that come with working with a CMA Licensed advisor or arranger to support them in dealing with contracting with others for needed services, high-Tech, Logistics, legal, credit facilities and capital requirements.
02 Arranging Services
The financial institutions with their great exposure in the business patterns and sectors, usually they gain a comprehensive experience and deep interaction into the whole business sectors allowing them to significantly identify the product and service providers. It also helps them to explored specialized practices related to engagement of such services. We believe that we can introduce our clients to the best services available in the market to suit their actual situations and needs. Especially the strategic needs such as capital requirements, credit contracts and the high-Tech solutions, which are the most important needs for any large or small business. We are fully prepared to engage the market with our high level of knowledge and expertise to support our clients to reach their full potential and capabilities in their sector and business. We are also prepared to build a long-term relationship with our clients at any stage in their business lifecycle, reaching to be a large cap and dominating their sector. This strategy requires us to provide the best services in every stage with our clients.
We believe that we can generate a great business streams by engaging the SMEs companies to support them to be more appealing to the investment society, with the proper setups and practises the SMEs sector can create the needed expansion in the private sector.
As we stated, the Saudi Vision 2030 is the key component in building our business strategy,the business society is currently in a transitional stage to develop the needed methodologies to be suitable and functional for the next era of the Saudi and global economy. The Saudi Vision 2030, its programs and Initiatives, focused on the methodological aspects of setting and running businesses. Therefore, Saudi Arabia’s business sector needs to upgrade the business management style, and to be more engaged to business community with Identifying their position and lifecycle. Many well-performing companies are in the private sector, but they don’t have the proper setup to be represented and exposed for the business society, due to lack of governance setup, documentation infrastructure, Financial statements, Risk control management procedures and long-term business plans, so they usually don’t reach their full potential. Although the investment sector is constantly searching for new investment opportunities, especially in the SMEs sector, it often does not achieve the desired results. The Saudi SMEs sector has its own issues that prevents the SMEs companies to appear as real opportunities in the investment radar. Under these circumstances, the responsibility of the financial institutions increases significantly to educate and raise awareness of the business owners and managers about the great benefits of setting the business on the best practices and presenting them toinvestors or the investment society
02 Advisory services
We believe that we can generate a great business streams by engaging the SMEs to support them to be more appealing and attractive to the investment society, with the proper setups and practises the SMEs sector can create the needed expansion in the private sector.