Traditionally, the wealth management industry has experienced rapid growth with little capital intensity. Tightening regulations, increased competition, and a slowing global economy, on the other hand, are forcing changes in wealth management strategies. Furthermore, customer expectations are rapidly advancing. Clear communication is essential: wealth clients want to know precisely what they're paying for, and firms need to know how much clients are willing to pay.
Customers are increasingly expecting providers to leverage the convenience of digital apps, features, and channels. Still, wealth management has lagged far behind commercial banking and other sectors in terms of digital strategy.
Redcliffe Partners work with clients for wealth generation, wealth preservation or planning for higher education or retirement understanding that each client has unique goals for their future. The firm’s tailor-made portfolio strategies are based on investments that are driven by economic fundamentals, analyst consensus, and sound decision-making. Through a tried-and-tested investment philosophy, Redcliffe Partners spot profitable opportunities within the confines of strict safety standards that the company adheres to unwaveringly.
Redcliffe Partners grew quickly from the ground up in less than 18 months. The firm is entrusted with over GBP40,000,000 in client assets, all of which were generated organically. In 2023, Redcliffe Partners intends to expand its customer base in more traditional and formal ways. “Our expansion will be client-benefit-led. We do not expand by asset unless the highest quality and expertise exists in the business already, so until then we work as a sanctuary of sound referrals within those areas.
Our offices are often filled with such expertise from other firms and banks, who are welcome and not considered as competition. We know what our clients need and to assume they need no one but us is disingenuous and self-serving”, says Tareq Samaha, Managing Partner.
A Customer-Centric Approach to Wealth Management
Redcliffe Partners offers opportunities to clients that sit outside of the remit of high commission products offered by traditional Bank and Financial Advisory consultancies, delivering with a genuine ambition to be the sanctuary of sensible, safe, and profitable wealth advice in the market. The firm conducts micro-market diligence based on ground investigation, not over the surface diligence. Redcliffe Partners invests only when all analysts and its research are in agreement, owing to its 20 years of experience in rigorous analysis of detailed global reports.
Because the assets are sourced directly from the issuer, developer, and c-suite/owners, the firm
can differentiate itself by having an ‘inside track’ and ensuring no middleman is involved in the process. “We do not sell, we partner, and we are by our client’s side from inception, diligence, execution, management and exit. We put our money where our mouth is. There are almost no assets that one of the managing partners or owners does not invest in first”, asserts Tareq.
Thriving on its Uniqueness
Redcliffe Partners has decades of rich, international experience at the Senior Partner level in investment banking, portfolio management, and law firms. With expertise in seven languages, six nationalities, and vastly different backgrounds, the firm is far more than the sum of its parts. Redcliffe Partners focuses on three main investment strategies, with real estate or commodities as underlying assets. Property and commodity purchases in mature and regulated international markets are the first, followed by UK Development Equity Investment Opportunities and the High Yield Fixed Income Debt Instruments. Redcliffe Partners creates personalized strategies that help clients with low-risk, high-reward ‘unicorn’ opportunities that have been thoroughly researched and vetted.
Tareq Samaha, Co-Founder & Partner, Redcliffe Partners
All undertakings pass very strict criteria and must be free from complicated structures, unnecessary entry fees, long lock-in periods and undue market exposure. Ziad Choueiri, Managing Partner, adds, “The most significant plan in the short term is the regulatory status. We are on the cusp of achieving in Q1 or Q2 2023. We will be regulated and able to further protect our clients by offering more services and portfolio solutions than now. We have top names in the regulated products space eager to join us, and are excited about the market reactions when they do”.
Redcliffe Partners grew quickly from the ground up in less than 18 months, entrusted with over GBP40,000,000 in client assets, all of which were generated organically
Redcliffe's reputation gives the ability to handpick the market's most outstanding assets directly from its extensive network of trusted developers, partners, and suppliers. Because of their immense experience, Redcliffe Partners is able to coordinate the entire process for the clients, from beginning to end.
Ziad Choueiri, Co-Founder & Partner, Redcliffe Partners
For over 15 years, Ziad Choueiri has been a noteworthy leader in the Dubai Legal world. He has also been a partner to Anjarwalla Collins & Haidermota Legal Consultants, and is credited with contributions to The Rights Lawyers and Samir Salloum Advocates and Legal Consultants. Having grown up in the GCC, his wealth of knowledge and experience in ensuring transparency and diligent relationships is a true asset to both clients and Redcliffe Partners.
Tareq Samaha, Co-Founder & Partner, Redcliffe Partners
Tareq Samaha has a passion for family, safety and is focused on carving a niche in the current global market for development opportunities. In addition to having a family history spanning over 40 years in the UAE, Tareq is a respected leader in the industry. He believes that Redcliffe Partners’ goal is to strive as a collective in order to not only remain at the forefront of international financial planning, but to ultimately educate and empower others through secure investments. Always driving forward with foresight as well as his strong relationships with developers, he has erected Redcliffe Partners as a family made up of individuals who ensure their clients benefit from cross platform knowledge.
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