Investment Strategies for Every Stage of your Wealth Journey
At Sigma Private Office, we pride ourselves on our ability to offer best-in-class investment solutions tailored to various stages of your financial journey. Our services range from the Alpha Strategy, designed for clients looking to access capital markets at accessible entry points, to comprehensive wealth management and multi-family office services for those with more complex financial needs. What sets us apart is our commitment to providing institutional-level investment approaches regardless of whether you have six, seven, or eight figures to invest, ensuring all clients receive the same high-quality advice and service.
Understanding Sigma’s Differing Investment Offerings
Our investment management solutions are designed to cater to different levels of financial complexity and wealth. Broadly, our offerings include:
- The Alpha Strategy: Our flagship, in-house direct equity investment approach, designed to bring sophisticated investment strategies typically reserved for larger private banking clients, to clients looking to grow their wealth efficiently.
- Wealth Management & Private Bank Access: A comprehensive investment service for clients requiring access to private banking solutions, cash management and broader wealth structuring.
- Multi-Family Office Services: A tailored, institutional-level solution for ultra-high-net-worth individuals and families, providing bespoke investment strategies and acting as an outsourced CIO office.
Our Alpha Strategy
For clients in the earlier stages of building their wealth, as high-earning professional Expats in Dubai for example, Sigma’s Alpha Strategy offers a compelling alternative to the retail investment approaches typically on offer in the region.
With entry points starting at $350,000, the Alpha Strategy provides direct exposure to a high-conviction, actively managed global equity portfolio, mirroring the levels of investment sophistication and returns of global leading asset managers. This includes:
- Direct investments in high-quality global equities – moving beyond passive ETF-based or fund-of-funds solutions.
- An actively managed, high-conviction approach – focusing on fundamental, long-term investing rather than market timing.
- Personalised advice and service – ensuring Alpha clients receive the same high-level investment expertise and strategic insights as our ultra-high-net-worth clients.
With a globally diversified, actively managed portfolio and a stringent risk management framework, the Alpha Strategy is designed to grow wealth efficiently while minimising unnecessary costs. Our top-down investment approach ensures globally diversified portfolios and our focus on owning high quality assets for the long-term enables us to ride out volatility and maximise compounding effects. It stands out in Dubai’s wealth landscape by offering private bank-level access at a more accessible entry point.
Wealth Management & Private Bank Access
For clients with more significant investable assets, our wealth management services expand to include a broader suite of investment and banking solutions through access to a range of top-tier private bank.
Multi-Family Office Services
For ultra-high-net-worth individuals our multi-family office solutions offer a fully customised approach to managing wealth across generations and is designed for those who require the highest degree of financial sophistication, estate planning, and cross-border wealth structuring.
The key takeaway is that professional wealth management is not a one-size-fits-all solution. Sigma Private Office has a unique ability to service you as you progress along your wealth journey, discussing and aligning ourselves with your objectives to provide the best solutions appropriate for your needs.
To learn more about how we can support your financial objectives, visit us at www.sigmaprivate.com.
