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INDEX & Cie is a dedicated Wealth Manager & Multi Family Office based in the Dubai International Financial Center (DIFC).

We provide solutions to all aspects of a client’s wealth and its protection.

Clients have the choice to open an account with Index & Cie directly or work with a selection of top tier International, mandating Index & Cie on the Investment side.

We have a dedicated international team of seasoned Wealth Managers knowledgeable about both the onshore and offshore market, as well as a highly experienced Investment team to help you structure your portfolio and actively monitor it thereafter.

INDEX & Cie is Licensed and Regulated by the DFSA.

General Presentation

 Clients & Services 

INDEX & Cie caters to three distinct Client types; Private Clients (HNW), Family Office  (UHNW), and Institutional Clients.

Clients have the option to open an account with INDEX & Cie directly or with a large selection of partner banks.

Asset Management: Advisory and

Discretionary Portfolio Management

Wealth Structuring

Private Equity & Direct Investments

Statement Consolidation

Bank Management (Local & International)

Liquid Asset Management

Illiquid Asset Management

Concierge

Legal / Structuring

Asset Management: Advisory and Discretionary Portfolio Managemen 

Private Equity & Direct Investments

In-house Specialized Funds

Bespoke Financial Product Structuring

Third party distribution of Niche funds

*Some Services may be provided through a third party

Family Office Presentation

Independent Asset Management Presentation

Investments

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Our clients can select one of two Asset Management solutions; Discretionary and Advisory. 

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Discretionary

Our team seeks to optimize the risk/return level on our client portfolios across asset classes

The geo-political environment, economic trends, demographics and other parameters globally and at country-level are taken into account when forming our investment rationale

Our strategy includes comprehensive, in-depth data analysis on each theme and subject area. Consequently, weightings are set in each of the discretionary categories within the strategic ranges

Once a strategy has achieved its performance target, we exit the position and re-allocate the capital when the next opportunity arises

We believe the analysis and implementation of our investment strategy will support us in achieving greater returns to our clients

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Advisory

Our clients receive a personalized risk/return assessment which enables strategic and tactical recommendations on an individual basis

We advise our clients on methods to lower risk and increase return through optimizing asset allocation

Our investment team provides a selection of short-term trade ideas and long-term investment themes

Trade ideas are focused on short-term opportunities identified across asset classes with a top-down analysis, where timing of market sentiment is essential

Bottom-up analysis is used to identify investment themes based on long-term, volume-based trends such as agribusiness, aviation and automotive components

Philippe Crochu

SVP - Private Clients 

Shams Ul Hadi

PRO

Ruchel Dator

Office Manager

Saman Sarrafzadeh

SVP - Private Clients 

Shams Ul Hadi

PRO

Len Manalastas
Associate - Private Clients

Mohammad Alkhanam
Financial Controller

Katherine Arellano

J Awan & Partners

Finance Officer

Nico Van Bockstal

Total Solutions

Compliance / MLRO and Risk Officer

28 November 2018

Index & Cie was the proud sponsor of the Red Carpet Gala ‘In the Kitchen with Stars’ Benefits The Prince Albert II of Monaco Foundation’s ‘Sustainable Energy Program’ and H.E.L.P. Our Kid’s ‘One Humanity’

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Under the Patronage of Chairperson of the International Humanitarian City (IHC), Her Royal Highness Princess Haya Bint Al Hussein, wife of His Highness Sheikh Mohammed bin Rashid Al Maktoum, Vice-President and Prime Minister of the UAE and Ruler of Dubai, and the Haut Patronage of His Serene Highness Prince Albert II of Monaco, Founder and President of The Prince Albert II of Monaco Foundation, an exclusive, red-carpet VIP gala fundraising initiative, ‘In the Kitchen with Stars,’ was held at Robinsons in Dubai, UAE.

The event was attended by HSH Prince Albert II of Monaco, His Excellency Mr. Saeed Hareb, Secretary General Dubai Sports Council, IHC Board Member and Mr. Omar Al Futtaim, Vice Chairman, Al-Futtaim. The event benefitted The Prince Albert II of Monaco Foundation’s ‘Sustainable Energy Program’ and H.E.L.P. Our Kid’s ‘One Humanity’ project.

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7 November 2018

Very proud to announce that Index & Cie was crowned ‘Best Independent Asset Manager’ and ‘Most Innovative Wealth Management Model’ at the WealthBriefing GCC Region Awards 2018. The triumph is yet another milestone in the company’s drive to be recognized as one of the pre-eminent players in the Asset Management space. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’.

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28 September 2018

Delighted to announce that Index & Cie Limited has been shortlisted for the WealthBriefing GCC Awards 2018.

The nominations are an objective affirmation of both the effort and dedication displayed by the team as well as the significant

milestones achieved over the past year.

The winners of the WealthBriefing GCC Awards 2018 will be announced on the 7th of November 2018.

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    Contact    

Index Tower, Level 10, # 10-12.

Dubai international Financial Center

PO Box 507069, Dubai, UAE

P: +971 45638500

F: +971 45638550

E:

    Disclaimer    

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IMPORTANT INFORMATION

This Presentation is distributed by Index & Cie Limited which is regulated by the Dubai Financial Services Authority (‘DFSA’).  The information in this Presentation is not intended as financial advice and is only intended for persons with appropriate investment knowledge and who meet the regulatory criteria to be classified as a ‘Professional Client’ in accordance with the DFSA rules and regulations.

This Presentation is for information purposes only. Nothing contained in the Presentation constitutes investment, legal or tax advice. Neither the information, nor any opinion contained in the Presentation constitutes a solicitation or offer by Index to buy or sell any securities, futures, options or other financial instruments. Decisions based on information contained on the Presentation are the sole responsibility of the reader. The information contained in this Presentation does not provide a basis for making a fully informed investment decision. Also, please note that investment in markets traded by Index may involve significant risk. Furthermore, past performance does not guarantee future results.

Investors who do not understand the contents of this document should consult an authorised financial adviser.

Index's services and products are available only to those who are financially sophisticated, are capable of evaluating the risks and merits of investing in any of the Index’s strategies, and can bear the economic risk of an investment for an indefinite period. It is directed only to Clients who qualify as Professional Clients under the Rules enacted by the DFSA.

Index has taken all reasonable care in preparing this Presentation, and believes that the information contained herein is accurate. However, no representation or warranty, expressed or implied, is made as to the accuracy, adequacy, completeness or thoroughness of this Index Presentation and Index and its affiliates will not accept any liability (including any third party liability) for any errors or omissions nor for any losses or damages from relying on its contents. Index may post new information from time to time without prior notice, does not assume any obligation to update or correct any information and explicitly disclaims any duty to do so.

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