Asset Management

A leading asset and wealth manager in Jordan for individuals, advisors and institutions.

Through a proactive approach, coupled with innovative ideas and extensive research, our Asset Management department is dedicated to serve as a link between investors and investment opportunities in the local and regional markets.

With over USD 100 million in assets under management, we are committed to putting our clients’ interests first by working closely to understand their needs, constraints and risk return profile in order to offer suitable solutions tailored to achieve the clients’ objectives. Our team offers a comprehensive suite of investment management solutions both Sharia compliant and conventional.

OUR ASSET MANAGEMENT SERVICES COVER
PORTFOLIO MANAGEMENT

Investment portfolios tailored to our retail and institutional clients’ objectives, risk-return profiles and constraints. Investments are made in different asset classes based on a prudent security selection process that is aimed at achieving favorable results compared to relative benchmarks. Our investment strategy entails   a disciplined investment process with continuous monitoring and rebalancing to effectively achieve our targets.

FIXED INCOME

Offering fixed income solutions with different types of strategies, ranging from fully passive to fully active, for both held to maturity and trading investments.

INVESTMENT FUNDS

Our team is currently managing the Horizon Fund, a unique proposition in Jordan, which aims to achieve long-term capital appreciation while minimizing risk across a range of well-balanced asset classes.

SHARIA COMPLIANT PRODUCTS

Catering for Sharia-compliant investors through adhering to Sharia guidelines and following specific investors’ requirements.

INVESTMENT ADVISORY

Offering non-discretionary mandates in addition to assisting clients in formulating personal investment policy statements and asset allocation strategies.

STRUCTURED PRODUCTS

Structuring different types of products, such as capital guaranteed notes, based on clients’ preferences.