Discretionary Portfolio Management

A Discretionary Portfolio is a portfolio owned by the client for which Derayah would develop a special investment strategy based on the client’s investment goals and requirements. The portfolio will then be managed separately within the client’s account.

  • All portfolio assets remain the property of the client.
  • The client receives detailed periodic reports on the performance of the portfolio.
  • The client is update transparently on all transactions, fees and costs periodically.
  • A customer-oriented investment strategy is developed in line with the client's objectives, conditions and risk requirements.

Benefits & Features

Investment not speculation

Focus on long-term investment in high quality and promising companies in order to achieve capital growth and competitive returns. We avoid speculative or overvalued companies in order to protect clients from losing money.

Higher returns

Maintain a diversified portfolio and only take concentrated positons based on thorough and in-depth study of company and after doing expert valuations. This helps us outperform the market in terms of returns.

Low minimum investment

We can manage your investment portfolio with as low as SAR 5 million.

Greater investment options available

Variety of options for portfolio management thereby allowing clients access to the right portfolio that would achieve their objectives and follow an investment strategy that suits their risk profile. Wide range of investment options, including stocks, bonds, capital markets and Sharia compliant Murabaha.

Multiple asset classes

You can invest in various investment assets that fit your investment needs and risk tolerance.

Disciplinary and professional management

Investment based upon scientific and methodological process. professional investment team targets to achieve maximum return while keeping portfolio risk to minimum. Derayah DPM Clients have access to additional facilities. This allows client with higher risk appetite to target higher returns.

Portfolio Management Strategy

Clear investment process depends on the investment specialist team

Expect Us:

  • The provision of advice to you the portfolio investment policy and more appropriate for you.
  • Provide you with a variety of portfolios that are based on investment agreed policies.
  • Targeting investment in subtle companies to achieve a stable revenues for the long term.
  • Carefully considering of each investment when buying them in your porfolio.
  • Targeting higher returns, including at least 5% of the indicator performance benchmark* appropriate investment policy.