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Clients

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Managed Portfolios

Our mission is to help you achieve your financial investment goals.

Since our beginnings in 2018, we have designed and adopted a client centric business model that is based on three main pillars: a specialist, experienced team along with a simple and transparent investment process embodied within rigorous risk management.

Client Centric

Long-term Relationship

We take pride in the personalized client focused approach that we adopt, our Zaldi ethos. We aim to pursue a long-term relationship with our clients by offering tailored products to match their return and risk profiles.

Easy Access

Drawing on both our own experienced team and the diverse investment platforms and products we offer, we continuously aim to provide our clients with easy access to diverse investment opportunities across markets.

Asset Management

We are an experienced asset manager offering a broad range of products and services catering to local and international institutional investors.

Private Investors

We also cater our products to private investors such as high net-worth individuals and affluent retail clients.

Asset Classes

Because we believe different clients have different needs, we strive to tailor unique solutions across the diverse asset classes to suit clients’ requirements. Our product offering covers equities, fixed income and multi asset. Please click here to visit our fund section.

Innovation

Because we have the client’s interests and objectives at heart, we have structured our model to remain ever flexible. We pride ourselves that we have throughout our history successfully shifted the investment domain to new paradigms by launching a plethora of new product classes in Egypt including money market funds, employee benefit plans and exchange traded funds. We remain committed to pursue innovation and hold it as a solid priority in our future as the investment world adapts to an increasingly changing environment with constantly evolving client requirements and challenges. While we continuously strive to match and surpass the client’s priorities, we remain committed to embody integrity and responsibility as the most essential business principles.