Financial Advisory Services
Investment Advisory
Strategic portfolio guidance, asset allocation, and risk management for institutional clients, family offices, and high-net-worth individuals across the GCC and internationally.
Al Amal's Investment Advisory team provides strategic portfolio guidance, asset allocation, manager selection, and risk management services to institutional clients, family offices, and high-net-worth individuals across the GCC and internationally.
Our advisory services are designed to foster economic growth and diversification across the region, consistent with our founding mandate. With over two decades of experience, we combine deep regional expertise with global best practices to deliver measurable outcomes for our partners.
يقدم فريق الاستشارات الاستثمارية في شركة المنزا التوجيه الاستراتيجي لإدارة المحافظ، وتخصيص الأصول، واختيار المديرين، وخدمات إدارة المخاطر للعملاء المؤسسيين ومكاتب العائلات والأفراد ذوي الثروات العالية في دول مجلس التعاون الخليجي ودولياً.
Core Service Offering
Key Capabilities
A comprehensive suite of advisory capabilities designed for institutional mandates, family offices, and complex HNWI portfolios.
Strategic Asset Allocation
توزيع الأصول الاستراتيجي
Long-term portfolio construction based on client objectives, risk tolerance, liability structures, and macroeconomic outlook. We develop bespoke Investment Policy Statements and strategic allocations across public equity, fixed income, alternatives, and real assets.
Manager Selection & Monitoring
اختيار المديرين ومراقبتهم
Rigorous due diligence on external and internal investment managers across public and private markets. Our selection process covers quantitative performance attribution, qualitative assessment, operational due diligence, and ongoing monitoring.
Risk Management & Reporting
إدارة المخاطر والتقارير
Comprehensive risk assessment including stress testing, scenario analysis, liquidity risk, and counterparty exposure. We deliver regular performance attribution reports and board-ready investment committee presentations.
Shari'a Advisory
الاستشارات الشرعية
Integration of Shari'a principles into portfolio construction and manager selection, including initial screening, ongoing compliance, income purification, and annual certification. Overseen by our dedicated Shari'a Supervisory Board.
Our Methodology
Advisory Process
A structured four-stage advisory process ensuring alignment, transparency, and accountability at every stage of the client engagement.
Discovery
الاكتشاف
In-depth engagement to understand client goals, investment constraints, risk tolerance, time horizon, liquidity requirements, and Shari'a preference.
- Client profiling
- Constraint mapping
- Risk questionnaire
Strategy Formulation
صياغة الاستراتيجية
Development of a customised Investment Policy Statement and strategic asset allocation framework aligned with client objectives and market outlook.
- IPS drafting
- Asset class targets
- Benchmark selection
Implementation
التنفيذ
Selection of investment managers, execution of portfolio trades, and monitoring of compliance with mandate guidelines and Shari'a requirements.
- Manager selection
- Trade execution
- Compliance checks
Oversight & Reporting
الإشراف والتقارير
Ongoing performance review, portfolio rebalancing, risk monitoring, and structured reporting to the client and relevant governance bodies.
- Quarterly reviews
- Rebalancing
- Board reporting
Discovery
الاكتشاف
In-depth engagement to understand client goals, investment constraints, risk tolerance, time horizon, liquidity requirements, and Shari'a preference.
Strategy Formulation
صياغة الاستراتيجية
Development of a customised Investment Policy Statement and strategic asset allocation framework aligned with client objectives and market outlook.
Implementation
التنفيذ
Selection of investment managers, execution of portfolio trades, and monitoring of compliance with mandate guidelines and Shari'a requirements.
Oversight & Reporting
الإشراف والتقارير
Ongoing performance review, portfolio rebalancing, risk monitoring, and structured reporting to the client and relevant governance bodies.
Our Methodology
Advisory Process
A structured four-stage advisory process ensuring alignment, transparency, and accountability at every stage of the client engagement.
Discovery
الاكتشاف
In-depth engagement to understand client goals, investment constraints, risk tolerance, time horizon, liquidity requirements, and Shari'a preference.
- Client profiling
- Constraint mapping
- Risk questionnaire
Strategy Formulation
صياغة الاستراتيجية
Development of a customised Investment Policy Statement and strategic asset allocation framework aligned with client objectives and market outlook.
- IPS drafting
- Asset class targets
- Benchmark selection
Implementation
التنفيذ
Selection of investment managers, execution of portfolio trades, and monitoring of compliance with mandate guidelines and Shari'a requirements.
- Manager selection
- Trade execution
- Compliance checks
Oversight & Reporting
الإشراف والتقارير
Ongoing performance review, portfolio rebalancing, risk monitoring, and structured reporting to the client and relevant governance bodies.
- Quarterly reviews
- Rebalancing
- Board reporting
Discovery
الاكتشاف
In-depth engagement to understand client goals, investment constraints, risk tolerance, time horizon, liquidity requirements, and Shari'a preference.
Strategy Formulation
صياغة الاستراتيجية
Development of a customised Investment Policy Statement and strategic asset allocation framework aligned with client objectives and market outlook.
Implementation
التنفيذ
Selection of investment managers, execution of portfolio trades, and monitoring of compliance with mandate guidelines and Shari'a requirements.
Oversight & Reporting
الإشراف والتقارير
Ongoing performance review, portfolio rebalancing, risk monitoring, and structured reporting to the client and relevant governance bodies.
Who We Serve
Target Client Segments
Our advisory platform is built to serve the full spectrum of sophisticated investors across the GCC and internationally.
Institutional Investors
المستثمرون المؤسسيون
- Pension funds & provident funds
- Insurance company portfolios
- Sovereign wealth funds
- University endowments
- Government investment entities
Typical Mandate
Multi-asset mandate: $100M – $5B+
Family Offices
مكاتب العائلة
- Multi-generational wealth governance
- Succession and estate planning
- Consolidated family reporting
- Next-generation education
- Philanthropic portfolio advisory
Typical Mandate
Comprehensive mandate: $50M – $1B+
High-Net-Worth Individuals
الأفراد ذوو الثروات العالية
- Individuals & families >$5M assets
- Liquidity and income planning
- Alternative investment access
- Cross-border tax structuring advice
- Private market co-investment
Typical Mandate
Bespoke mandate: $5M – $50M+
Corporates
الشركات
- Treasury and cash management
- Employee retirement plan advisory
- M&A transaction advisory
- Capital structure optimization
- Pension liability management
Typical Mandate
Treasury / transaction: $10M+
Track Record
$500M Strategic Asset Allocation
Designed and implemented a $500M strategic asset allocation across public and private markets, achieving 9% annualized return over 5 years.
$2B Equity Portfolio Oversight
Provided manager selection and monitoring for a $2B equity portfolio, outperforming benchmark by 150 bps annually.
Leadership
Advisory Team
فريق الاستشارات
Abdulrahman Al-Sabah
Head of Investment Advisory
25+ years experience in asset allocation and manager research. Former CIO at a leading GCC sovereign wealth fund.
Fatima Al-Rashidi
Director, Advisory Strategy
18 years in institutional portfolio management. Specialist in Shari'a-compliant investment frameworks.
Khalid Al-Mutairi
Senior Advisor, Risk & Compliance
20+ years in risk management and regulatory compliance. Former senior officer at the Central Bank of Kuwait.
Explore Further
مزيد من المعلومات
Begin Your Advisory Engagement
Ready to Discuss
Your
Investment Strategy?
هل أنت مستعد لمناقشة استراتيجيتك الاستثمارية؟
Speak with our advisory team to explore how we can help you achieve your investment objectives within a robust, Shari'a-compliant framework.
All consultations are confidential. Al Amal Investment Company KSCC is licensed by the Capital Markets Authority (CMA) of Kuwait (Trade CR No.96248 Member No: 84675). Investment involves risk.