What was the winning formula of your firm/you that explains why you won?
Our success lies in the unique combination of global reach, boutique size, and family-led ownership. With 16 offices across four continents, including a dedicated presence in the MENA region, we provide Clients with bespoke solutions tailored to their financial goals. Our commitment to long-term, personalised relationships is particularly valued in the Middle East, where trust and deep understanding are central to the Client experience. Our family ownership, with three actively involved family members, enables direct Client engagement with decision-makers, fostering a level of trust and accessibility that is rare in the industry. Moreover, we offer exclusive investment opportunities through our private equity arm, structured as club deals to democratise access to high-quality investments. This winning formula – combining agility, personalised service, and a rich network of opportunities – positions us as a trusted partner for our Clients.
Please describe how your colleagues made a difference.
Our team’s seamless collaboration is at the heart of our success. Across departments and geographies, we emphasize efficient communication and shared objectives, ensuring that Client needs are met with precision and creativity. This award reflects the dedication and expertise of our colleagues, whose collective efforts enable us to deliver unparalleled service.
What are you doing to remain competitive and stay ahead?
We constantly challenge the status quo, staying ahead by listening to our Clients and adapting to their evolving needs. Our commitment to innovation, combined with deep-rooted expertise, ensures that we remain agile in a fast-moving industry. By leveraging Client feedback and continuously enhancing our offerings, we maintain our competitive edge.
What sort of challenges did you surmount to reach this level, and how have you been able to succeed in such fast-moving circumstances?
Navigating an ever-changing global landscape requires resilience, and adaptability. We’ve overcome challenges by remaining true to our values while embracing change. Our boutique size allows us to respond swiftly to market shifts, while our family ownership ensures stability and a long-term perspective.
Who inspires you, either inside or outside your organisation?
Our greatest inspiration comes from within: our colleagues, whose dedication enables us to achieve excellence, and our Clients, whose trust drives us to innovate and grow. Their feedback and aspirations continually inspire us to raise the bar in wealth management.
How do you hope your firm will benefit from getting this award?
This recognition underscores the hard work and commitment of our entire team. It enhances our reputation in the MENA region, strengthening client trust and affirming our position as a leader in bespoke wealth management.
Where do you see the wealth management industry and your part of it going in the next five years?
The wealth management industry will increasingly focus on personalised solutions, sustainability, and technology integration. As a boutique private bank, we are well positioned to adapt to these trends, ensuring we continue to meet our Clients’ evolving needs with agility.
