A leading Sharia-compliant wealth management firm within the Gulf region, serving high-net-worth individuals, family offices, and institutional clients. The new CIO, a 5-year client of bfinance at his prior firm, immediately re-engaged
The client, a Middle-Eastern financial institution, sought support for reviewing and creating its Shariah-compliant Investment Policy Statement (‘IPS’), Strategic Asset Allocation and risk management framework.
This Middle Eastern family office engaged bfinance to design an inaugural risk-management framework for its USD 1.2 billion portfolio and, subsequently, to help implement the new structure.
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