1
Independence
Independent investment strategy
Independent partners and shareholding structure
Choice of products without conflicts of interest
Internal and external research
Company owned by managing partners
Performance
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
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3
Trust
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
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5
Continuity
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
Adaptability
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
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7
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
interests
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