Advisory in Action
How strategy, insight, and execution come together in real-world engagements.
Advisory Case Highlights
Illustrative engagements showcasing execution and outcomes.
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Strategic Portfolio Acquisition — European Wealth Fund
We advised a European Wealth Fund making its first-ever investment into the UAE market.
Over a 9–10 month advisory period, we analysed Dubai’s property cycle, vetted developers, and structured a multi-unit off-plan portfolio designed to maximise upside while managing risk.
By securing early-stage pricing in a high-demand development, we positioned the fund ahead of the market — resulting in significant capital appreciation that has exceeded even our most optimistic projections.
What began as a cautious market entry is now one of the fund’s strongest-performing international investments.
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Portfolio Expansion into Oman — Australian Investor
We advised an Australian-based investor who already had exposure to the UAE market but wanted to broaden and strengthen their regional property portfolio.
After reviewing several opportunities, we introduced Oman as a strategic next step — offering stability, long-term growth potential and diversification beyond Dubai. Taking a measured, considered approach, the client selected an Oman-based project as a high-quality addition to their holdings.
Since investing, the asset has delivered substantial capital appreciation, and the client is now extremely satisfied with the outcome and actively exploring their next investment with our guidance.
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Global Portfolio Expansion into the UAE — Private Client
We advised a long-standing private client with a global property portfolio across Spain, Asia and South America who wanted to establish a strategic presence in the UAE.
Over 12–18 months, we identified and secured the right opportunities — including a family base in Dubai and rental-yield focused investments in high-demand locations.
The client now holds a growing, income-producing UAE portfolio and continues to explore new opportunities with our guidance as part of their long-term international wealth strategy.
Additional Case Studies
New advisory engagements and outcomes will be published as projects progress.