Pearl Advisory Asset Management Limited
Best-in-class
Wealth Advisory Services
Pearl Advisory Asset Management Limited
Wealth advisory services are pragmatic, professional, and principled. Whether you are a high net worth individual (HNI), family office, or corporate, we can help you achieve your financial goals.
We are licensed by the DFSA to offer these services
to our clients:
Our exceptional team of investment advisors guides and helps you every step of the way, for whichever service you require, leveraging our world-class business alliances to your maximum advantage.
Arranging custody
We have partnered with leading financial institutions in Switzerland and Singapore where we can arrange custody for you. These top financial institutions hold your assets so they are secure and in your control.
Managing assets
We manage your assets based on your mandates – advisory or discretionary.
Arranging and advising on credit
We help to arrange credit and advise on credit through our business relationships with leading global financial institutions.
Advising on financial products
We advise you on appropriate financial products based on your goals and risk profile. We ensure that all risks are highlighted and appropriately managed.
Arranging deals in investments
We help to arrange investment deals via our industry-leading business alliances should you so require. These could be structured products, private market investments, or others, as needed.
The Process Flow at Pearl Advisory
In providing the highest quality of professional wealth advisory services,
our rigorously implemented 4-step methodology works most efficiently.
We spend a great deal of time understanding your goals and needs as this is the most crucial aspect in the construction of your asset portfolio. This discussion helps us understand your risk profile, your investment time horizon, and your return on investment objectives. Managing risk is key for our clients. We help you build realistic goals and debate the pros and cons associated with portfolio construction decisions.
With the information gained during the discussions involving your goals and needs, we advise you on the investment products most appropriate for your risk profile, investment horizon, and ROI expectations. The aim is to help you choose products that enable you to achieve your financial goals. Our access to world-class products and research through our business partners supports this significantly. Additionally, the risk rating of products from our business partners also helps in ensuring that the products are suitable for your profile.
You can give us either advisory or discretionary mandates which we follow strictly as per the mandates received.
Your portfolio is monitored at pre-determined intervals to ensure that it is in line with your goals and you are accordingly informed and updated. Based on market changes, we evaluate the portfolio performance and if necessary, portfolio changes are recommended and implemented as agreed.