At our recent investment events in Jeddah and Dubai, we brought together a select group of investors and experts for in-depth discussions on the evolving landscape of wealth management. The sessions focused on the challenges and opportunities shaping long-term investment strategies today, with a special emphasis on private markets, macroeconomic shifts, and family governance. Here are some of the key topics discussed:
The changing global landscape
Investors are shifting from globalization to protectionist policies, prompting a reassessment of asset allocation and risk exposure.
Private markets in focus
Interest in private credit and private equity is growing, but success depends on careful selection and a deep understanding of each opportunity.
Discipline over prediction
Rather than trying to forecast market movements, investors are encouraged to adopt long-term, disciplined strategies grounded in clearly defined financial goals.
Institutional principles in personal wealth
Building an investment policy statement (IPS), setting strategic asset allocations, and aligning decisions with one’s risk profile are key practices for lasting wealth.
The role of family governance
Planning for succession, defining a family constitution, and establishing clear structures for decision-making are essential to preserving wealth across generations.
Want to Learn More?
Want to Learn More?
Schedule a call with our financial advisors if you would like to discuss any of these themes in more detail or explore how they apply to your portfolio.