Advisory Services
At Areca Capital, we specialize in delivering bespoke wealth management solutions designed to meet the individual needs of professional, corporate, and institutional clients. Based in the Abu Dhabi Global Markets (ADGM) and regulated by the Financial Services Regulatory Authority (FSRA), we leverage our deep market expertise and innovative approach to provide tailored strategies that help you achieve your financial objectives with confidence.
Areca Capital Offerings
Through our advisory mandates, we offer clients access to our macro-driven strategies across equities, fixed income, FX and alternatives. Our in-house strategies include:
- Thematic Portfolio: invests across all major asset classes using a top-down macro-driven approach, complemented by bottom-up analysis to refine instrument selection
- Emerging Markets Fixed Income: focuses on USD-denominated fixed-income instruments in global emerging markets
- Physical Commodities Portfolio: provides actively managed exposure to key commodities, primarily via ETFs, aligned with our commodity-focused themes and a top-down macroeconomic approach
- USD Money Markets Portfolio: conservatively managed to preserve capital and maintain continuous liquidity through high-quality, short-term USD-denominated instruments
- Local Currency Portfolio: invests in non-USD fixed-income assets, primarily in emerging markets with selective exposure to developed markets
Tailored Investment Strategies
We align investment construction to your unique risk profile and objectives.
Additional elements of our advisory proposition include:
- Frequent market updates and trade idea generation
- Portfolio reviews available on demand, as frequently as desired
Private Market Advisory
At Areca, we offer tailored advisory solutions for existing private market portfolios, while also identifying and guiding clients toward compelling new investment opportunities
Private Market Portfolio Management:
- We combine all your private investments into a single portfolio with unified reporting and governance standards, simplifying oversight and decision-making.
- Streamlining of client reporting/regular assessment framework
- Continuous engagement with portfolio companies on business development, governance and protection of Client's interests
- Client representation in corporate actions
New Private Market Opportunities:
- Advisory on key transaction terms and term-sheet negotiation including investor protections, reporting framework and corporate governance
- Financial modelling, valuation and structuring based on return profile and risk assessment
- Formulation of investment objectives
- Assist in new deal execution
Why Choose Areca’s Advisory Services?
We provide tailored advisory services that combine deep market expertise with a client-centric, fiduciary ethos.
- Collaborative development of tailor-made strategies across asset classes, aligned precisely to your objectives and risk tolerance
- Proprietary research and global insights informing portfolio construction, asset allocation and risk management
- Transparent oversight - real-time portfolio evaluation and analytics through our Online Portal, so you can adapt swiftly to market moves.
- Independent, client-first recommendations underpinned by our commitment to put your interests first
Get Started
Experience personalised wealth management and advanced financial solutions. Complete the enquiry form, and our expert advisors will be in touch shortly.
Frequently asked questions
Our macro analysis is top down: it focuses on growth and inflation indicators as well as central bank monetary policy and the global liquidity cycle. Based on this analysis and market signals, we are able to select the most impacted asset class and make risk managed investments across them
© Areca Capital LTD. All rights reserved.
Areca Capital LTD is regulated by the ADGM Financial Services Regulatory Authority (FSP number 210035).
Address
607, Floor 6, Al Sarab Tower,
Abu Dhabi Global Market Square, Al Maryah Island,
Abu Dhabi, UAE
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