Wealth management, designed around the client.
NWM's wealth management practice serves a specific kind of client: sophisticated individuals, families, and institutions who expect their wealth manager to construct a portfolio around their actual circumstances — return objectives, liquidity needs, tax posture, governance constraints, jurisdictional exposure — rather than fit them into a model portfolio bucket.
Every mandate is run by the Chief Investment Officer and supported by the senior team. The client meets the people managing the money. Decisions are made in the room, not routed through a relationship desk.
Mandate types
Discretionary Portfolio Management
NWM manages the portfolio under an investment mandate agreed with the client. The client delegates day-to-day investment decisions within defined parameters; NWM implements the mandate, rebalances as needed, and reports on performance, attribution, and risk.
Advisory & Execution
For clients who want to retain decision-making on individual trades while drawing on NWM's market, strategy, and implementation expertise. NWM provides personal recommendations, monitors positions, and executes on instruction.
Execution Only
For clients with their own investment view who need high-quality access to the platform, liquidity, and counterparties. NWM executes trades and handles the operational workflow without providing recommendations.
Custom-Made Structures
For mandates that require a bespoke structure — private placements, structured products built to the client's view, Shari'a-compliant overlays, concentrated single-asset or thematic vehicles. Designed jointly with the client from the ground up.
Platform access and pedigree
Open-architecture access to more than 35,000 instruments across equities, fixed income, funds, structured products, derivatives, and alternatives. Institutional execution through tier-one counterparties. Custody with regulated third-party custodians; NWM does not hold client assets directly.
The wealth-management team combines Swiss private banking experience (Credit Suisse, UBS), UAE banking operations experience (HSBC, First Abu Dhabi Bank), and a CFA-tracked financial-analysis bench. Every client has direct access to the senior team, including the CIO, throughout the mandate.
Client eligibility
NWM serves Professional Clients only, as defined in the FSRA Conduct of Business Rulebook. This includes ultra-high-net-worth individuals, single and multi-family offices, corporate treasuries, and institutional investors meeting the regulatory wealth and sophistication criteria.