Al Rajhi Capital offers exclusive Shariah compliant investment solutions designed to meet specific investment needs of high net worth clients including individuals, companies and institutions, through offering customized private portfolio management services based on and as specified on each individual mandate. The Private Portfolio is managed and operated in a discretionary manner in accordance with the client’s investment requirements and through the directives of the Capital Market Authority.
Clients with available known minimum assets of SAR 100 million are eligible to participate in theses Private Portfolios, which are tailored to meet their personal investment requirements. The first step in this relationship is to identify the size of risk through the process of determining the volume of investment activity to which the client is willing to bear. After setting these priorities, authorization mandates are presented their investors.
Once a common agreement is reached, that regulates the structure and terms & conditions of the portfolio, Private Portfolio management will then be assigned to a specialized professional team. The service providing relationship manager personally reports the portfolio’s ongoing performance through a private discussion with their client on a regular basis. Clients are also provided with regularly updated periodical reports with regards to their portfolio’s performance data. The quality of service and professional portfolio management are always of high levels that are fitting to this particular client segment.
To inquire about opportunities available in the field of Private Portfolio management, please contact one of our specialized sales staff at one of our investment centers.
