Discretionary Portfolio Management

A Firm You Can Trust
For 27 years, United Securities has been a regional leader in financial services, with the scale and stability to help bring you valuable opportunities. Our priority is managing wealth with the highest standard of care and providing financial advice to help support our clients achieve their financial objectives. At United Securities it is a combination of sheer hard work with team effort that has created value for our stakeholders.

What we do
As fiduciaries, United Asset Management is focused on GCC and MENA mandates to navigate and manage complexities of the financial markets. Backed by a team of highly-experienced industry professionals, the division has been able to consistently outperform markets to deliver its promised objectives.
United Securities Asset Management’s discretionary portfolios and fund serves a wide range of investors, including institutions, pension funds, corporates and banks, and cater to variant risk profiles and investment objectives. The division’s mandates cover conventional and Sharia-compliant equities as well as the real estate investment trusts (REIT).

The Team
At United Asset Management, our biggest asset is our people. We are constantly investing in our pool of talent and consider it our priority to attract and retain only the best investment professionals. Each client enquiry is answered promptly, ethically and in the most efficient manner by our team.
The Business Support department provides technical and operational support and assistance with fund information and data along with guidance through the subscription process. The Client Services department ensures that institutional and private clients have ongoing access to information depending on their needs.
Our asset management team provides fund and market data analysis to our clients to enable understanding of the financial markets

Client Focused
At United Securities, the goal is simple. To invests in and nurture client relationships is paramount. As investments are nurtured and taken care of, client relationships are treated with the same diligence. A proactive and personal approach combined with high delivery of service has resulted in building and sustaining client’s loyalty. Equity strategies that combine varying risk and return approaches are tailored to specific risk and return objectives are offered to the clients.

Pursue your goals
At United Securities, through Discretionary Wealth Management we aim to understand what is important to you and work together to map out a plan that can help you achieve your financial goals.
Working with a Financial Advisor, paired with our technology, is a great way to access advice and build a wealth plan. A Financial Advisor can help you uncover your needs, manage risk, and build a customized plan to help you reach your financial goals.

  1. 1.Discover
  2. Start with a conversation so we can gain a thorough understanding of your financial needs, investments, lifestyle and family – and your goals for the future.

  3. 2.Advise
  4. We work with you to develop portfolio strategies to help you achieve your financial goals and protect the outcomes you envision.

  5. 3.Implement
  6. We look across multiple accounts and products to help you implement investment strategies and other solutions that are an appropriate fit for your goals.

  7. 4.Track Progress
  8. We help you track your progress as well as spending and savings to help you remain on track toward your financial goals.

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Online Trading

The trading desk provides clients access to regional and international markets from one central account providing ease and simplicity in executing trades.

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