Bridging the Gap: Joining Sigma Private Office to Provide Investment Excellence to Expats in Dubai
Moving to a new city can be daunting, but moving to a vibrant metropolis like Dubai, where 85%[i] of the population are expats, presents unique opportunities. As I transitioned to this dynamic environment and joined Sigma Private Office earlier this year, I found a firm that bridges the gap for high-net-worth individuals seeking top-notch investment advice.
Alfonso Diaz, Partner
My Journey to Sigma Private Office
To backtrack for a second for context, I started my private banking career at Banco Santander in Madrid before joining Merrill Lynch as Vice President of Investments. My most recent role was as an Executive Director at Fisher Investment in London, where I advised private clients and successfully managed teams of financial advisors in Madrid, Geneva, and London throughout my career.
My move to a smaller and more independent wealth management and investment firm seemed intriguing to some and raised questions as to what drew me to Sigma Private Office. The answer is simple: in my opinion no one is bridging the gap and serving the expat community in Dubai quite like Sigma. With their value-driven and client-centric approach, alongside an exceptional service offering and track record in delivering investment excellence, the company resonated with me and my own values straight away, as not only a prospective employee but also as a member of the exact demographic that their service offering is built to support.
Five Key Offerings that Set Sigma Private Office Apart
- Trusted Partnerships and Integrity – In the financial services industry, trust and transparency are non-negotiable. With trusted partnerships, unbiased advice, and integrity and security as our core values, we excel at placing the client at the heart of everything we do. We are a relationship-driven firm, providing clients with undivided attention and care at every step of the relationship.
- Proven Track Record in Delivering Investment Excellence – Sigma’s track record speaks for itself, with a professional team possessing extensive investment experience and knowledge. We take a long-term approach to investing, believing in time in the markets, not timing the markets. Our active, high-conviction direct investment strategies focus on holding high-quality assets to maximise the effects of compounding growth and generate alpha for our clients.
- Comprehensive and Holistic Service Offering – Our comprehensive and holistic approach ensures that your financial objectives are met in a considered manner. We provide a service unlike others in Dubai, with the client’s financial and life objectives at the heart of all decision-making. This sets us apart from many EAMs and banks in the region that have product-centric and sales-driven strategies.
- Personalized Financial Plans – Personalized financial plans are a cornerstone of Sigma’s approach, ensuring each client’s unique financial goals are met. We never deliver a service because it is right for us, but only because it will achieve the desired outcome for our clients. Our regular and open communication allows clients to feel confident that their affairs are in order and that their financial journey is on track.
- Transparent Fees and Charges – A transparent fee structure ensures clients always understand what they’re paying for, fostering trust, clarity, and fairness.
Choosing Sigma Private Office was an easy decision for me, and it can be for you too. If you wish to begin your journey to financial success, contact us today to arrange an initial consultation call with us to see how we can utilize these unique benefits to help you achieve your goals.
[i] World Population Review – Dubai Population 2024
Written by Alfonso Diaz, Partner
