Invest with a Strategic Partner

Independent advice and disciplined portfolio oversight to support your financial decision-making.

Who is Investment Advisory for?

Investment advisory services deliver tailored asset allocation, independent fund manager selection, and sound investment governance — supported by a dedicated team for institutional and High-net-worth-individuals

High Net Worth Individuals

Expert portfolio management and strategic guidance.

Family offices

Get structured governance and customized investment solutions.

Institutions

Optimize portfolio performance through disciplined, objective advice.

Why choose Derayah?

An experienced Team

Our advisors leverage extensive expertise to deliver insightful, tailored investment strategies aligned with client needs.

Competitive advisory fees

We offer value-driven service with competitive fees.

Tailored, objective solutions

We deliver customized strategies based on independent, conflict-free advice focused solely on our clients' best interests.

Derayah's Investment Advisory Process

Understand the needs

Begin by understanding financial objectives, risk profile, and liquidity preferences.

Define investment goals

Define clear investment parameters and set guidelines to achieve stated goals.

Strategic asset allocation

Build diversified portfolios that balance risk and return in alignment with defined objectives.

Manager selection

Conduct rigorous analysis to identify the most suitable fund managers from the internal team.

Monitoring and reporting

Provide regular performance updates and strategies based on market conditions and evolving client needs.

Derayah Investment Policy Document

Set Objectives and Guidelines

Define the client’s investment philosophy, financial objectives, asset class boundaries, and risk tolerance within regulatory constraints.

Establish Governance Framework

Outline the decision-making hierarchy and responsibilities, including the roles of the Board of Directors and the Investment Committee.

Strategic Allocation & Risk Oversight

Establish strategic asset allocation and ensure risk management, compliance monitoring, and periodic reviews are integrated into the process.

Outsourcing & Reporting Protocols

Detail protocols for delegating investment functions and define standards for transparency, reporting frequency, and performance accountability.

An exclusive offering for High-net-worth-individuals and Institutions

If you exploring tailored investment decision consulting and strategic design for your portfolio, we would be happy to talk to you to understand how our services align with your investment goals.

Apply now

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