INVESTMENT MANAGEMENT

Understanding your objectivesand buildingon them

We provide a highly personalised approach to asset allocation. The process starts with an extensive assessment of your current circumstances, your financial goals & objectives and preference towards risk. This forms the basis of our bespoke portfolio construction and sets the parameters in which we manage your risk tolerance with the view to maximizing returns.
INVESTMENT BANKING- ADVISORY

Making the marketsworkfor you

Drawing on strong relationships with leading financial and non-financial institutions, our open architecture allows us to work alongside different counter-parties to provide the most optimal solution for our client's needs.
We pride ourselves on being able to provide a best-in-class Corporate Finance Advisory for the most complex of transactions, in order to help our clients achieve their objectives.
REAL ESTATE

Debt and RealEstateAdvisory

Halkin Investments Middle East Limited also provide assistance to our clients in financially structuring transactions, including advice on Senior and Mezzanine debt borrowings through our solid network of larger institutions. When required, Halkin also uses its strong network to introduce the best-experienced external Asset Managers to its real estate professional investors to help them maximize their investments.
CUSTODY ARRANGEMENTS

Securely safeguarding your assets with trustedglobalpartners

We facilitate custody arrangements through leading international financial institutions, ensuring the highest standards of security, transparency, and operational efficiency. Our approach involves understanding your specific requirements and aligning you with reputable global custodians best suited to your needs. This enables seamless asset protection, efficient transaction processing, and robust reporting, providing you with confidence and clarity in the safekeeping of your investments.
Our Faq

Answers To YourQuestions

Find clear answers to common questions about our investment management, regulatory status, and bespoke wealth solutions. Learn how we protect, grow, and transfer wealth with confidence and transparency.

Halkin Investments Middle East Limited is an independent Investment Management and Investment Banking firm regulated by the Dubai Financial Services Authority (DFSA), providing bespoke financial solutions to private and institutional clients.

We provide tailored Investment Management, Portfolio Construction, Risk Management, Investment Banking Advisory, and strategic wealth structuring solutions designed to grow, protect, and transfer wealth securely.

Yes. We are regulated by the Dubai Financial Services Authority (DFSA), ensuring full compliance with international regulatory standards and governance requirements.

We serve high-net-worth individuals, families, entrepreneurs, and institutional clients seeking customized investment and advisory solutions.

Being independent means we are not tied to specific financial product providers, allowing us to deliver unbiased, objective advice focused solely on our clients’ best interests.

Have Questions About Something?

Our team is here to help. Get in touch with us for clear guidance, expert advice, and tailored solutions designed around your financial goals.
Our Location
Office 1304-B, North Tower, Emirates Financial Towers,UAE
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.