Our team provides a long-term oriented, conservative and deeply researched investment approach that is carefully adapted to the nature of wealth and objectives of our clients
Our style and views are inspired by the Value Investing philosophy and our team brings more than 50 years of combined investment experience
Index & Cie Limited is a business registered with the Dubai Financial Services Authority (DFSA) and located in the Dubai International Financial Center (DIFC)
Clients & Services
- Discretionary, advisory and market transaction services
- Expertise in equities, fixed income securities, commodities, currencies, derivatives and structured products
- All developed economies and selected emerging markets
- Privileged access to funding rounds of select startups with which Index & Cie Limited has established a connection over the years
- Opportunities in many industries and geographies, such as agriculture in the UAE, luxury in the US and Europe, real estate in the UK and alternative energy generation in the Middle East
- Portfolio construction according to the principles of Value Investing
- Use of proprietary models and statistical tools to identify target companies
- Fundamental research applied to globally selected equities, bonds and commodities
Investment Views & Research
A united group of dedicated and experienced professionals
Our Senior Management comes from decades of top managerial positions in the financial, consulting and commodity industries across the globe
Our relationship managers have established strong relationships with our clients that today form the core of our long-term oriented business
Our investment professionals come from more than 50 years of managing capital for individuals, families and institutions with bulge bracket investment banks, asset managers and multi-family offices in the US, UK, Europe, East Asia and the Middle East
Global Multi-Asset Class Platform
A philosophy inspired by Value Investing
First practiced by professor John Maynard Keynes at the turn of the 19th century, this investment philosophy consists in selecting companies by way of deep investigation and holding them for the long term in a concentrated portfolio. Professor Benjamin Graham, Warren Buffett’s mentor during his years at Columbia Business School, later codified the philosophy. Since the early 1930’s, the principles at the basis of Value Investing have been the following: a sustainable competitive advantage, high returns, high earnings growth and the largest possible margin of safety.
Today, we at Index & Cie provide investment services utilizing the same principles. Our research focuses on the fundamental drivers of any asset that attracts our attention and we offer advice on and access to equities, bonds, commodities and FX through more than 2 million products in 30 geographical markets. Our goal is to first protect our clients’ capital while exposing it to a much higher upside than to the downside. Our investment horizon is measured in years, allowing us to uncover and participate in long-term investment trends that are not large enough for markets to be yet considered.
WealthBriefing MENA Region Awards for Excellence 2020
Very proud to announce that Index & Cie was crowned "Best independent Wealth Manager or External Asset Manager" for the third year running at the 7th WealthBriefing MENA Region Awards for Excellence 2020.
"Independence was key in our winner’s submission which it maintains by performing its own investment research through proprietary models and primary investigative work, and not depending on third-party contribution. Our judges were impressed by the high calibre of professionals working in its investment department, all of whom come from decades of market analysis and active portfolio management for institutional and private capital in major global financial centres." Wealthbriefing editorial staff said in their announcement article.
A big thank you to our fantastic team members, without which our firm's success and acknowledgement in the region would not have been possible.
Wealthbriefing GCC region awards 2019
Very proud to announce that Index & Cie was crowned ‘Best Independent Asset Manager’ for the second year running, and ‘Most Promising New Private Bank Proposition’ at the WealthBriefing GCC Region Awards 2019.
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, and an objective affirmation of both the effort and dedication displayed by the team over the past year.
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 2019.