Wealth & Advisory Services
At Areca Capital, we specialize in delivering bespoke wealth management solutions designed to meet the individual needs of professional, corporate, and institutional clients. Based in the Abu Dhabi Global Markets (ADGM) and regulated by the Financial Services Regulatory Authority (FSRA), we leverage our deep market expertise and innovative approach to provide tailored strategies that help you achieve your financial objectives with confidence.
Areca Capital Offerings
- Thematic Investments: Flagship thematic investment strategy that identifies uncorrelated, asymmetric return opportunities across all asset classes.
- Wealth and Advisory Solutions: Tailored portfolio management and structured products designed to align with individual goals and risk profiles.
- Managed Portfolios: In-house strategies focused on major asset classes, driven by macro analysis and managed on a risk-adjusted basis.
- Fiduciary Deposits: Access to major UAE and GCC banks with multi currencies available.
- Private Markets: Expertise to maximize portfolio performance where governance and risk management are fundamental.
Our Trusted Partners
Investment Strategies Overview
Thematic Investing
Our flagship macro-driven strategy invests across all major asset classes aims to deliver uncorrelated target returns of 15–20%. This actively managed strategy utilizes minimal leverage. It employs a top-down macro-driven approach, complemented by bottom-up analysis to refine the selection of individual financial instruments. Each investment theme has a horizon of 6–18 months. Investments may include ETFs, equities, FX, and fixed-income instruments. The strategy’s core objective is to identify and capitalize on trade ideas offering uncorrelated and asymmetric return opportunities.
Structured Products Thematic Investing
This strategy leverages our Thematic Investing strategy by incorporating structured products based on themes from our flagship portfolio. Depending on the theme, the strategy either amplifies potential payouts through leverage or reduces volatility by utilizing principal-protected products. This produces a tailored approach to risk and reward.
Physical Commodities Portfolio
This portfolio strategy offers actively managed exposure to key commodities, primarily through ETFs. It aligns with the commodity-related themes from the main Thematic Investing portfolio and applies a top-down macro-investing framework. As part of the framework it incorporates supply-demand dynamics, geopolitical factors, and idiosyncrasies of individual commodities.
Fixed Income Emerging Markets Portfolio
This portfolio strategy focuses on global emerging markets USD denominated fixed income. The portfolio seeks to achieve USD denominated returns in the range of 8–10%.The objective is to capitalize on both credit spread compression in corporate and sovereign bonds and the dynamics of the USD rates structure. Investments include individual EM bonds and ETFs. Leverage is used only to mitigate credit or market risks.
Local Currency Portfolio
The primary goal of this portfolio is to generate superior returns of 10–12% by investing in fixed-income assets denominated in non-USD currencies predominantly within Emerging in addition to selective Developed markets. It targets market opportunities in both FX appreciation against the USD and carry/capital gains of local fixed-income assets. Investments include local currency sovereign bonds and medium-term notes (MTNs) issued by A-rated or higher supranational entities. Leverage is only employed when hedging FX or interest rate risks.
USD Money Market Portfolio
This portfolio is a conservatively managed investment portfolio designed to provide investors with continuous liquidity, capital preservation, and competitive returns by investing in high-quality, short-term USD-denominated instruments. The primary objective of this portfolio is to deliver an enhanced yield over short-term deposit rates, while maintaining daily liquidity, positioning it as a compelling alternative to cash.
Why Areca for Wealth Management Services?
Areca Capital stands out in the wealth management industry due to its comprehensive and integrated suite of services designed to meet the diverse needs of professional and institutional clients.
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Experience personalised wealth management and advanced financial solutions. Complete the enquiry form, and our expert advisors will be in touch shortly.
Frequently asked questions
Our macro analysis is top down: it focuses on growth and inflation indicators as well as central bank monetary policy and the global liquidity cycle. Based on this analysis and market signals, we are able to select the most impacted asset class and make risk managed investments across them
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Areca Capital LTD is regulated by the ADGM Financial Services Regulatory Authority (FSP number 210035).
Address
607, Floor 6, Al Sarab Tower,
Abu Dhabi Global Market Square, Al Maryah Island,
Abu Dhabi, UAE