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WHY WE ARE UNIQUE

Performity is a unique investment and corporate finance advisory workshop, specialising in hands-on active investment management and strategic transformation services.

Our clients are high-net-worth individuals, families, foundations, funds, family offices and private companies holding assets in different classes and seeking to manage their wealth in line with their personal, business and family goals.

Goals

We actively manage

We help you not only to navigate increasingly challenging markets, but also to achieve superior absolute-return on investments by actively managing portfolios across asset classes in line with your goals and desires. To accomplish this, we are focused on your personal unique objectives and apply our technical skills and ability to manage organisations and human emotions and help you obtain the utmost value.

View

We have an ingenious view

We stand beyond conventional private capital and investment management techniques, because we understand that you require a complex view of your wealth that stems from your life goals and aspirations. Our ability to link your objectives with our fresh approach, proven track-record and our world-class professional qualifications bring you sustainable and meaningful results.

Visions

We turn visions into results

We believe that a true investment manager not only analyses and advises on the best portfolio set-up but cares about details of the vision and aspirations of each client, his unique vision and values. This is how we help to turn your visions into successful and performing business models and sustainable resilient and return-delivering strategies.

 

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WHAT WE BELIEVE IN

Involvement

Involvement

We know that one needs to build integrity and understanding of purpose within the team and stakeholders to reach a positive impact and value generation within an organisation. We help you improve performance and attain your vision by setting the right goals, aligning tasks, setting up appropriate benchmarks and capitalising on integration and involvement at the different corporate levels.

Coverage

Coverage

We both have international experience in managing private investments across jurisdictions and specialise in every aspect of corporate finance and strategic positioning. We help you identify M&A targets, evaluate these, provide PMO services, perform due diligence and lead the post-merger integration to reach optimal synergies and value creation.

Results

Delivering results

We focus on developing and delivering solutions to your business that bring results. Over several decades’ we have been managing different classes of assets to attain and exceed our clients’ individual investment goals, improve assets’ performance, and realise the vision by setting sustainable and meaningful objectives, creating optimal portfolios, and managing optimal performance.

 

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WHAT WE OFFER

PERFORMITY works collaboratively with our clients, bringing in fresh thinking, strong analytical skills and the latest proven strategic frameworks to deliver unique wealth solutions in the key areas of

Wealth

WEALTH MANAGEMENT

We work with investors to assist in defining the best risk-return strategies for sustainable investments with the focus on reaching set objectives. We do goals' assessment and risk planning to deliver optimal outcomes for your family wealth and help you with succession planning.

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Investment

PRIVATE CAPITAL MANAGEMENT

We will make sure you retrieve the most value from your investments by leading all the stages of private capital from performing in-depth due diligence, valuation, assessing debt service capacity and planning for restructuring, up to monitoring and interim managing the portfolio.

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Trading

STRATEGIC TRANSFORMATION

We assist you in defining your vision and linking realistic business strategies to it in order to generate value and provide for sustainable business models. We work with senior stakeholders and teams to transform visions into actions by realigning strategic positioning and redesigning operations to reach the goals.

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In partnership with the established and recognised sector participants across the world, we provide you with the complete turn-key solutions for the purpose of inheritance and tax optimisation in UAE and other jurisdictions: from asset structuring to company registration, licensing, corporate governance services, accounting, outsourced CFO, internal and external audit, legal, compliance and advisory services that cover each and every aspect of your life and assist you in achieving your goals.

TEAM

PERFORMITY partners have over 25 years’ experience in investment management, wealth planning and M&A, as well as working with individuals and family offices across the world. Our team have managed assets of companies and individuals over various classes and geographies to achieve our clients’ goals and objectives.

With our wide-ranging experience covering every aspect of business life from corporate finance, structuring, compliance, IT, organizational and strategic management to valuations, M&A, PMI and DD, our team is uniquely positioned to be your one-stop-shop in wealth, corporate finance, investment and business management.