Our Investment Philosophy

Adding ValueThrough
Discipline and Risk Management

  • Adding Value, Managing Risk

    We believe that Alpha generation is the key to outperformance and is a cornerstone of our investment process.

  • Risk-Return

    Risk adjusted returns are at the foundation of our investment approach.

  • Independent and Cost Efficient

    We are not incentivised to recommend expensive products or ideas.

  • Diversification

    Diversification is key to portfolio construction at Halkin.
OUR PHILOSOPHY

Adding Value, Managing Risk

We believe that Alpha generation is the key to outperformance and is a cornerstone of our investment process. Our investment philosophy is based accordingly with a Risk-Return model that incorporates the following core strands.
OUR PHILOSOPHY

Risk-Return

Risk adjusted returns are at the foundation of our investment approach. We actively manage risk within the portfolio by monitoring each and every position on a daily basis. We take both a Macro and Micro view with an overlay of qualitative and quantitative analysis to arrive at the decision to hold or sell.
OUR PHILOSOPHY

Independent and Cost Efficient

We are not incentivised to recommend expensive products or ideas. We base our decision on the quality of product and suitability to the underlying client’s investment objectives. We always endeavour to negotiate institutional pricing on products and investment funds to reduce the over all cost to our clients.
OUR PHILOSOPHY

Diversification

Diversification is key to portfolio construction at Halkin. We run bespoke asset allocation models based on diversified strategies, targeted to achieve appropriate returns based on the risk profile of our clients.
Halkin Investement

Halkin’s SixValues

The Principles That Guide Everything We Do
Holistic

Our aim is to provide clients with a comprehensive set of solutions that address all their needs and requirements, such as: Portfolio construction, Investment Management & Risk Management, Estate and Tax planning (via an external provider), Philanthropic Advisory, including alternative funding options, strategic M&A advisory.

Tailor Made

At Halkin Investments, we are acutely aware that each client is different, has different objectives, and that their individual needs require bespoke solutions. We provide a highly individualised service; this involves investing significant time in understanding all aspects of our clients’ wealth, their objectives and their attitude to risk, in order to best meet their needs. Excellent communication ensures their requirements and parameters continue to be satisfied, year after year.

Independent & Aligned Interests

Our Business Model Is Not Commission Based. This Means We Will Always Sit On The Same Side Of The Table As Our Client And Provide Independent, Objective Advice, And Select The Most Appropriate Investment Vehicles To Achieve Their Goals.

Transparent

Our Fee Structure Is Extremely Simple And Customised To The Requirements Of Each Of Our Clients. We Charge Management Fees As A Percentage Of Assets Under Management. Our Remuneration Also Includes A Performance-Related Fee Based On A Portion Of The Excess Return Beyond A Previously Agreed Benchmark. We Only Ever Focus On The Most Cost-Effective Services And Products For Our Clients. Further Enhanced Transparency Is Achieved By Providing An Independent Consolidated Reporting Solution, Allowing Clients The Option Of Full Visibility On Their Consolidated Assets, Their Performance And Their Fees. There Is A Complete Alignment Of Interests Between Both Parties.

Innovative

Our Asset Allocation Platform Is Built To Provide Innovative Solutions For Each Client And To Obtain Competitive Pricing Of Investment Products Relative To The Market. Whether In Funding, Restructuring Or Hedging, Halkin Investments Possesses The Technical Competency, Either In-House Or Through Our Partners, To Deliver Innovative Solutions To Often Complex Scenarios. Innovation Also Means Investment In Modern Technology – At Halkin We Are Able To Leverage State-Of-The-Art Asset Allocation And CRM Systems.

Best-In-Class

In Striving To Provide The Best Solutions For Our Clients, We Associate Ourselves With Only The Best Industry Providers. We Hand Pick The Best Possible Candidates And Highly-Skilled Professionals, Drawn From A Range Of Multi-Cultural Backgrounds. We Apply The Same Discipline In Selecting Our Service Providers. Trust Has Been Built Around Long-Term Working Relationships And Exemplary Track Records. These Associations Are Constantly Re-Evaluated To Ensure Optimal And Sustained Results.

Executive Director & Senior Executive Officer

Jomy Alexander

Jomy Alexander has been associated with the banking industry for over two decades and has held senior positions in Private Banking and Wealth Management with Global Trust Bank, HDFC Bank, Citibank, and Halkin Investments LLP.

He is a Chartered Fellow Member of the Chartered Institute of Securities and Investments (CISI) with a Level 6 certification in Private Client Advice and Management. He also holds an Investment Management Certificate from the CFA Society of the UK, as well as a CeFA (Certificate for Financial Advisers) from the IFS School of Finance, UK.

Jomy graduated in General Management from the University of Kerala, India, and also holds an MBA in Finance and Marketing from PSG College of Technology, India.

Jomy possesses strong managerial skills and sales acumen and has been an invaluable asset in scaling the business for Halkin Investments Middle East. He is a highly skilled banker with a strong sense of purpose and a proven track record of growing and safeguarding wealth for Ultra High Net Worth Individuals (UHNWI).

Chairman of the Board

Bashir Ahmad

Bashir Ahmad has been associated with the banking industry for over two decades and has held senior management positions in Wealth Management and Private Investment Banking with ABN AMRO, ING N.V., and Bank of Singapore. He is a Chartered Member of the Chartered Institute of Securities and Investments (CISI) and has participated in various investment banking and wealth management courses throughout his career. Bashir acquired his Master’s degree in International Relations with majors in International Finance and Political Economics from QAU, Islamabad.

Bashir is well known in the financial industry and has a history of scaling businesses significantly, first as Managing Director and Head of UK Private Banking for ING N.V. (later Bank of Singapore) and for his own firm Halkin Investments LLP. His main driving force behind establishing Halkin Investments LLP and later Halkin Investments Middle East was a desire to provide holistic financial solutions to Ultra High Net Worth clients.

Bashir takes a keen interest in renewable and clean energy and actively follows research reports and participates in discussion forums. He is also committed to the UN Global Sustainability Goals and has selected Education, Healthcare, and Zero Hunger as key areas where he contributes both personally and through his corporate entities. He has also been selected as one of the 10 most inspiring BAME (Black, Asian, Minority Ethnic) business leaders in the U.K.

Non Executive Director

Rehan Syed

Rehan Syed is a seasoned banker with over two decades of experience. He has held senior positions in Private Banking and Investment Banking with ABN AMRO Bank, Citibank, Merrill Lynch, and Mirabaud.

In addition to serving as Non-Executive Independent Director at Halkin Investments Middle East, he is also the Chief Executive Officer of Khaadi International. Rehan has a proven record of leading cross-functional teams to achieve long-term organizational objectives.

Rehan holds a Bachelor of Commerce from Punjab College of Commerce, Rawalpindi, and completed his Executive MBA in 2005 from Szabist University, Dubai. He is well known in the banking industry and has built long-lasting relationships with clients and providers across the Middle East.

Over the course of his career, Rehan has built and managed portfolios with a cumulative value exceeding 700 million dollars. He is a trusted investment advisor with a strong understanding of the investment requirements of both local and regional clients.

In his spare time, Rehan enjoys spending time outdoors, particularly playing golf and sailing.