Our History | Bearbull Global Investments

Your Gateway to Tailor-Made Wealth Creation Services

Where Independence, Competence, and Trust Converge

BearBull Global Investments Group is a leading independent Swiss wealth advisory firm based in the DIFC and regulated by Dubai Financial Services Authority (DFSA). BearBull Group's core expertise is in providing best-in-class and unbiased financial services to Sovereign Wealth Funds, Government related bodies, Institutions, family offices and HNW individuals in the MENA region.

Our logo, the Bear and the Bull, is a translation of our ability and track record in taking full advantage of market opportunities during Bull cycles, whilst always protecting our client’s assets via active capital preservation strategies in Bear Markets.

Our Passion: When Your Investments Make Sense

At BearBull Group we pride ourselves in providing wealth advisory services to our clients with the right and appropriate investment advice for better financial performance.

We offer our services in a consultative and highly individualized way to plan our clients’ future investment objectives using a complete range of financial products, services, and strategies without conflict of interest inherent with universal banks and most vertically integrated financial institutions.

We aim at listening to our clients’ needs, values, priorities, and to understand their personal and business situations in order to create an individualized series of investment advice and recommendations that are completely tailored to their needs.

BearBull Group’s team is composed of specialists in the sphere of investment services and have the capability and expertise to provide its clients with the best investment products, ideas, and economic research.

BearBull Group provides each client with a dedicated wealth advisor to ensure that they are actively involved in their wealth creation activities. This helps our clients validate their own investment choices with total confidentiality and transparency.

Why BearBull Group?

Combined experience of 30+ Years in Institutional Asset Management Historically, BearBull Group’s executive teams’ activities are rooted in institutional asset management field in Switzerland.
The Group’s executive team has been involved since 1985 in advising and managing funds on behalf of Sovereign wealth funds, large pension funds, government-related bodies, and HNW individuals in the MENA, Switzerland and abroad
BearBull Group DIFC was established based on our vision to promote transparency, quality of service, financial performance, and most importantly, to bring on board our team’s 30+ years of experience of advising institutional clients in Switzerland to the Middle East in order to serve the needs of demanding institutional and private clients.
A Unique Profile in the MENA Region The only firm to provide an institutional approach to HNWI/UHNWI private clients in the MENA Region
Superior global asset allocation advisory and Multi-Family Office services based on 30+ years of institutional expertise
Skills optimisation, wide network of experts, and extensive network of custodian banks
Centralised account set-up coupled with uncompromising financial product selection process
EthicsAssociate partners and employees of BearBull Group have always adhered to the highest standards of ethics, accountability, transparency, integrity, and professionalism by always putting our clients’ interests first.
ControlSupervised by the Dubai Financial Services Authority (DFSA)
Audited by BDO & Crow Horwath
Compliance by Vistra

Tradition & Innovation

BearBull Group is a pioneer in combining both tradition and innovation while constantly striving for excellence. BearBull Group’s wealth advisory platform is based on the following principles:

Anticipating the various economic and financial cycles to seize market opportunities
Building portfolios based on the convictions stemming from our analyses
Protecting our clients’ portfolios through a policy of active risk management
Active management, ahead of the market consensus, has allowed us to generate strong performance in the long-term while constantly innovating

Safe Custody of Assets

BearBull Group benefits from its established network of renowned UAE based and international banks to ensure the safe custody of our clients’ assets whereby our clients have always direct access and full control over their assets. The custodian bank ensures that only the client can access their assets as the sole guarantor. BearBull Group thus offers its clients an additional layer of security under its wealth advisory process by offering its clients the ability to choose the custodian bank and the jurisdiction which best suit their needs. This constitutes an additional guarantee for our clients in terms of security and trust.

One-Stop Shop

By entrusting us with the advisory of your assets, we will take care of all necessary aspects to ensure optimal functioning and the fulfillment of your mandate. If you already have an account with a banking institution, you have the option to keep it, and simply give us the power to advise you on it. Furthermore, we can also open accounts with one or more of our network of 20+ custodian banks and put you in contact with other professionals according to your wishes and needs, directly from our offices.

In a world where most financial service providers are consolidated and organized vertically within the same entity, BearBull Group offers a very successful and efficient alternative. We follow a more horizontal structure based on optimizing the skills of specialized partners, each performing in their spheres of competence. This structure provides greater transparency, and above all a better overall service for our clients.