Capital Markets

Capital Markets

Alkhabeer Capital Markets Department provides a wide spectrum of Shari’ah-compliant investment management services tailored to the needs of high-net-worth individuals, institutional clients, and family businesses.

Our investment philosophy is to emphasize long-term capital growth and provide investors with a consistent outperformance over the relevant benchmark. We align our interest with that of our clients and offer a competitive management fee structure.

Our dedicated investment managers cover Saudi Arabia and GCC markets across the equity and fixed income universe, and are supported by an award-winning investment team that includes portfolio managers and buy-side research professionals. Our investment services are offered through discretionary portfolio management agreements where a client can determine his\her market risk and return appetite.

DISCRETIONARY PORTFOLIO MANAGEMENT

Alkhabeer Capital’s DPM team has engineered several Ideal portfolios that broadly represent distinct risk groups. However, each and every client portfolio will be custom-built based on the client’s preferences and needs.

Our DPM service is offered exclusively to HNW clients and institutional investor who receive the highest level of client-servicing, and are regularly updated with market developments, risk reporting and portfolio performance. Investors receive regular updates and annual client visits with the portfolio and business development teams.

Our portfolio

Risk Averse: Objective is principal preservation with inflation plus returns. Investments may include Murabaha, funds, or principal-protected structures.

Income: Objective is income generation through low risk investments. Investments may include Sukuks, Murabaha, funds, or principal-protected structures.

Balanced: Objective is capital growth through a balanced allocation. Investments may include equities, Sukuks, Murabaha, funds, or principal-protected structures.

Aggressive: Objective is high capital growth. Investments may include equities, high yield Sukuks and funds.