Professional Investments and Innovative Financial Solutions
About Wealth Management
established in 2015, is a limited liability company offering proprietary fund management, Discretionary Portfolio Management Agreements (DPMAs), and fund administration services. Focused on the MENA region, WM provides tailored investment solutions using market expertise, emphasizing transparency, risk management, and long-term value creation. The company aims to grow and protect clients’ assets while maintaining high standards of professionalism.
Vision
To be the most trusted and respected independent wealth management firm, recognized for innovation, transparency, and excellence in client service.
Mission
To provide consistent, risk-adjusted returns through structured investment strategies, institutional-grade portfolio management, and a commitment to clients’ long-term financial goals.
Core Values
Integrity in Every Action
Performance Through Discipline
Client-Centric Decision-Making
Our Business
At WM, we provide tailored wealth management services
built on insight, discipline, and performance. We serve
high-net-worth individuals, family offices, and
institutional investors seeking bespoke portfolio
solutions that outperform the market without
compromising risk control.
Track Record
since inception 2020
consistent Outperformance:
Through active management, we have delivered an average annual alpha of 25%, placing us among the top-performing independent asset managers in the region.
News & Insights
Our dedicated investment team delivers timely research and insights on the Saudi economy, regional markets, and global trends to support informed financial decision-making and long-term asset strategies.
Our Smartest Invesment is you
Find your next opportunity and be part of a team that’s shaping the future of wealth management
send your cv to : info@wealthmanagement-sa.com