Founding Principles

BearBull Group's Founding Principals
Where Independence, Competence, and Trust Converge



Independent investment strategy

Independent partners and shareholding structure

Choice of products without conflicts of interest

Internal and external research

Company owned by managing partners


Absolute or relative, Your performance goal is our primary concern

The majority of our advisory mandates outperform to their respective benchmarks

Performance optimisation while minimizing risk and volatility

Active advisory is the main source of performance

Constant adaptation of the strategy to market conditions




Trust is the measure of shared success

Ethics come first in everything we do

Teams available and present for their clients in all situations

Trust and safety with the utmost discretion

Comfort cherished by hundreds of clients since the inception of BearBull Group

Local Expertise

An executive team with 30+ years of experience advising clients in the Middle East
Over 30 years of experience in advising both Sovereign Wealth Funds and Government-related bodies

Over  30 years of experience advising HNW clients in the Middle East

Unique fusion of Swiss tradition of excellence and local knowledge




Passion for wealth management for over 30 years

Managing partners involved in daily business to satisfy clients’ needs

Privileged and sustained contact with experienced private bankers

Stability of management teams

Elevated attention to quality of service


A human scale organization

Taking into account objectives and constraints of individual investments

Optimisation based on the convictions of the client

Freedom of choice among the most appropriate and world-class products

Adapted to best match financial markets



Systematization of risk monitoring

Daily risk control

Risk analysis in quantitative and fundamental terms

Active Management of investment, legal and organizational risks

Internal control system

External control system (DFSA, Auditors, Compliance)

Identity of

Aligning our interests with those of our clients

Support for our clients during both success and hardship

Performance linked fee structure alongside traditional fee structure

Desire to develop a fruitful and long-term relationship with our clients