InvestmentSolutions
Tailored strategies and professional oversight to grow, manage, and protect investments with confidence.
Discretionary Mandate
Our Discretionary Portfolio Management Services provide clients with professionally separate managed solutions tailored to their objectives, risk tolerance, and long-term financial goals. Our experienced team, through disciplined and informed investment decisions, continuous monitoring, and full transparency, is designed to optimize capital allocation, reinforce risk oversight, and deliver sustainable risk-adjusted returns.
Key Features
Our key features deliver a seamless, personalized investment experience. With tailored solutions, transparency, and experienced portfolio team, we ensure every client receives the guidance needed to achieve their financial goals with confidence.
Personalized & Transparent Service
A personalized and transparent service for high-net-worth individuals and institutional investors.
Tailored Investment Solutions
Tailored investment solutions based on clients' risk-return profiles.
Performance Monitoring
Clients can easily monitor and review portfolio performance on a timely and regular basis.
Customized Portfolios
Customized portfolios allowing specific allocation or avoidance of specific asset class, geography, or sector.
Direct Team Interaction
Direct interaction with the FH Capitals investment team.
MENA Expertise
Seasoned portfolio managers managing equity and fixed income mandates with global capabilities.
Client Onboarding Process
Our client onboarding process provides a smooth, guided start—from understanding your goals to setting strategies and ensuring ongoing portfolio support.
Client Meeting
Understanding client risk and return objectives, liquidity & time horizon requirements
Client Meeting
Understanding client risk and return objectives, liquidity & time horizon requirements
Set Investment Strategy
Support client with a proposal by analyzing existing portfolio & focusing on diversifying & optimizing returns
Set Investment Strategy
Support client with a proposal by analyzing existing portfolio & focusing on diversifying & optimizing returns
Investment Agreement
Client to sign proposal and Investment Management Agreement
Investment Agreement
Client to sign proposal and Investment Management Agreement
Portfolio Rebalancing
Reconstruct the existing portfolio according to Client's requirements
Portfolio Rebalancing
Reconstruct the existing portfolio according to Client's requirements
Monitor & Review
Active management on ongoing basis with ability to adapt to client's change of requirements
Monitor & Review
Active management on ongoing basis with ability to adapt to client's change of requirements
Our Offerings
We provide access to a diverse range of asset classes to create uncorrelated financial solutions and achieve optimal diversification for our clients' portfolios.
Fixed Income
FNRA and MENA mandates (Government & Banks)
Real Estate
REITs, Direct Exposure
Commodities & Metals
Commodities, Gold, Precious Metals
Structured Products
Customized investment solutions (CLOs/CDOs) , 90% Capital Protection
Equities
Legacy Equities (KSA, Brazil, HK, Mexico)
Alternatives
Private Credit, Hedge Funds
Our Strategy And Process
Screening and mixing the right asset classes to meet clients' risk and return profile is key in addressing risk through diversification policy. To achieve economies of scale, we offer a broad spectrum of risk profiles ranging from ultra conservative for clients focused on capital preservation while beating inflation to aggressive mandates for more risk tolerant clients.
Conservative Strategy
- Risk Tolerance: Low
- Primary Asset Classes: Fixed Income / Money Market
- Focus on capital preservation
- Steady income generation
Balanced Strategy
- Risk Tolerance: Medium
- Primary Asset Classes: Equities / Fixed Income
- Balance between growth and income
- Moderate capital appreciation
Aggressive Strategy
- Risk Tolerance: High
- Primary Asset Classes: Equities / Alternatives
- Maximize long-term growth
- High capital appreciation
List of Asset Classes
We provide access to a diverse range of asset classes to create uncorrelated financial solutions and achieve optimal diversification for our clients' portfolios.
Fixed Income
Provides stable, predictable returns through low-risk debt investments.
Money Market
Offers high liquidity with low-risk short-term investment options.
Equities
Delivers long-term growth potential through ownership in companies.
Alternative
Provides diversified returns through non-traditional investment strategies.