SERVICES

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Arqaam KSA’s is licensed by the CMA to provide:
Advising
Advising on financial products, services or transactions
Arranging
Arranging financial products, services or transactions
Managing Investments

Arqaam will execute Managing Investments (M1) activities through its Discretionary Portfolio Management (DPM) services

Service Overview:

Discretionary Portfolio Management (DPM): This service confers Arqaam discretionary authority to manage investment portfolios on behalf of clients, making strategic investment decisions within agreed parameters. This ensures a personalized approach to wealth management, aligning with client goals and market opportunities.

Investment Focus: The DPM service will concentrate on building and managing portfolios that primarily invest in a diverse range of regional bonds and sukuks. The objective is to target optimal yields while maintaining low volatility. The portfolios will include both conventional financial instruments and those compliant with Shari’ah principles, catering to a broad spectrum of investor preferences.


Arqaam KSA provides advising and arranging services in relation to Investment Banking. Investment Banking is divided into:
Capital Markets

Advising and arranging services to assist companies and governments to raise capital from:

  • Equity Capital markets, including, initial public offerings (IPO), pre-IPO equity raises, secondary placings and rights offerings 
  • Debt Capital Markets, including primary issuance of bonds, sukuks, perpetual bonds and structured debt
Corporate Finance
Advising and arranging services in relation to mergers and acquisitions, strategic alliances, capital restructuring and fundraising services, focusing on MENA cross-border mid-cap transactions
Arqaam KSA will provide the following advising and arranging services in relation to Investment Banking
Arranging

Capital Markets

  • Debt Capital Markets – Structuring and placement of debt instruments (loans, bonds, sukuk, mezzanine, etc.
  • Equity Capital Markets – Structuring and placement of Block trades, Rights Issues, IPO and Private Placement

Corporate Finance

  • Arranging for Mergers & Acquisitions
Advising

This business line will provide investment advisory services to institutions and qualified clients.

Advising services will include Valuation of Companies’ Stocks, Financial Modelling Advisory, Feasibility Studies, Strategic Alternatives Analysis, Securities research.