Independent Family Offices Support Services

Capital R provides Independent Family Offices Support Services to a select group of Ultra High Net Worth (UHNW) families in Saudi Arabia.

Who We Are

Capital R provides Independent Family Offices Support Services to a select group of Ultra High Net Worth (UHNW) families in Saudi Arabia.

We support and facilitate families’ investment-related decision-making by providing various analytical due diligence reports on current and prospective investments, periodic consolidated portfolios report that keep the family informed about their investments’ status and performance, maintain their relationships with service providers, and monitor their liquidity and budgets.

In addition, we support families in building and implementing their Strategic Asset Allocation (SAA) and Investment Policy Statement (IPS), which help govern their investment frameworks by forming or collaborating with an independent investment committee for the family.


Our Philosophy

Resilience

We understand that the nature of our world is not always stable and positive in return; therefore, we chose Resilience to be our core value that guides our work, and we try to incorporate it into every piece of service we provide to our clients.

We seek to understand and analyze every client’s situation and needs and offer solutions that best suit our clients. We are always keen on transparency and tackling what is most important to our clients to ensure the path set will undoubtedly lead to success.

We aim to provide our clients with added-value services that improve and support their core business and financial investments performance while keeping in mind markets’ unstable conditions.

Our goal is the financial resilience of the families.


Our Services

Planning

We help assess families’ existing investments exposure by conducting a consolidated portfolios report and support them in building their Strategic Asset Allocation (SAA) and Investment Policy Statement (IPS) that will serve as the foundation that guides and governs the family investment-related decisions. The SAA and IPS will be developed through the support of independent advisors and based upon a complete understanding of the family's long-term liquidity need, risk appetite, investment goals, return expectations, and constraints.

Implementation

We support our clients during this ongoing implementation process of their targeted Strategic Asset Allocation (SAA) while also bearing in mind their Investment Policy Statement (IPS) to achieve their target investment returns and goals. We help introduce families and open new relationships with top-tier local and international investment managers who are fully dedicated to executing the best strategies in their respective asset classes. In addition, we work besides the family on managers' evaluation and selection. We review, analyze, and provide due diligence reports on prospective and existing investments.

Assessment & Monitoring

We work on consolidating our clients’ portfolios, monthly and quarterly, to track and monitor their current versus Strategic Asset Allocation and to analyze the portfolios overall performance. This consolidation is our key to monitor potential risks, rebalancing the portfolios, and actively planning the client’s forward investments.We benchmark the family's portfolios performance against public and customized benchmarks and negotiate proposed opportunities with managers, manager's performance, and fees on behalf of the family. We also monitor the family’s liquidity and budgets and maintain their relationship with service providers such as Banks and Asset Managers.

Our Team

Our Exposure

  • 15+ Managing 15+ Relationships of Local and International Banks and Financial Institutions on behalf of families.
  • 6+Overseeing Investments in different Asset Classes and Strategies, including Public Equity, Fixed Income, Private Equity, Private Credit, Real Estate, Hedge Funds, Commodities, and Infrastructure.
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Disclaimer

Capital R is not an investment firm. Capital R does not invest on clients' behalf or raise or manage funds. Capital R provides a service that supports clients in selecting the top-tier managers who are fully dedicated to executing investment strategies in their respective asset classes. Neither Capital R nor any of its employees, partners, or advisors are registered investment advisors or registered securities dealers and should not be deemed as such.

Contact Us

Address

Khobar, Saudi Arabia

Email

info@capitalr.org