Wealth Management
UNDERSTANDING YOUR NEEDS
From planning for retirement or protecting and preserving wealth, Kingdom GHL wealth managers offer objective advice and solutions. Working seamlessly with private bankers and teams of specialists ensures suitable recommendations for every aspect of your wealth.
INVESTMENT SERVICES
High-touch investment expertise is the hallmark of investment management at Kingdom GHL. Our risk-based approach to portfolio construction ensures a breadth of precisely developed investment solutions in keeping with your full wealth picture.
We make a comprehensive range of tailor-made services available to private and corporates – investment funds and investors, focusing on long-term investments in different sectors and projects.
For investment funds and investors we provide these services:
- Investment strategy definition
- Development of investment fund structures
- Acquisition, analysis, structuring, negotiation and documentation in connection with specific investments
- Advisory with respect to investments and divestments
- Investment monitoring and reporting (portfolio management)
- Investment valuation & due diligence services
- Coordination of the different stakeholders, such as external consultants, authorities, regulators, banks and insurance firms
In relation to executive management mandates for special purpose,
- (SPCs) for durable capital goods and investors
- Administration and executive management services (including reporting)
- Establishment and Management of Risk Management System
- Management and coordination of all regulatory issues with applicable regulatory guidelines and owner standards
- Communication with the relevant authorities, auditing firms, banks and insurance companies
- Arranging of meetings including keeping of minutes
- Preparation of Annual Reports
- Fulfillment of record keeping requirements
- Attending of board and general assembly meetings