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Wealth management Why Us?
At ADCB Wealth Management, we are committed to growing your wealth. In collaboration with the team of experts from ADCB Asset Management Ltd (“ADCBAM”) we bring together our comprehensive knowledge and years of experience to guide you on your wealth journey.
We believe in structuring innovative yet straightforward investment plans to assist you in achieving your life goals. ADCBAM’s team on analysts and advisors provide expert insights into key market drivers across different financial sectors ensuring that our expertise serves your best interest continuously. Additionally, ADCBAM’s deep understanding of local and international markets allows us to translate the best investment plans into extended opportunities for you.
ADCB Asset Management’s Investment Philosophy
ADCBAM’s Investment Philosophy is built around the concept of risk and the effective management of that risk. Risk management is the foundation on which they build and manage your wealth, and effective risk management can only be achieved through active diversification. They follow a disciplined decision-making process within a framework of long-term strategic asset allocation and short-term tactical asset allocation which reduces turnover, minimises cost and ensures effective implementation of risk management strategies.
ADCB Asset Management’s Experience
Deeply rooted in UAE equity markets where they have been managing assets since 2005, ADCBAM’s core strength is their understanding of regional markets, augmented by investment capabilities across all major asset classes and markets. Their team of financial experts have solid experience spanning many fields including finance, accounting, economics, risk management and statistics. Together with ADCB Wealth Management’s multidisciplinary team of accomplished investment professionals we work closely with you to achieve your financial goals, so you can be confident that your investments are in safe hands.
ADCB Asset Management’s Process
The ADCBAM’s investment process is underpinned by robust quantitative research and probing qualitative analysis within the framework of long term strategic asset allocation. This structured approach ensures that you have access to the full spectrum of options in the investible world. A universe of many thousands of strategies is filtered through a quantitative screening process then meticulously analysed before a before being selected by ADCBAM’s Portfolio Management team in line with the required asset allocation mix. Ongoing risk management monitoring ensures that your portfolios are optimised and remain in line with your financial ambitions.
Our Asset Management Team
Chief Investment Officer Mark Friedenthal
Mark Friedenthal brings to Abu Dhabi Commercial Bank two decades of financial services experience across various facets of the asset management spectrum. After completing his Bachelor’s degree he joined the asset management business within Rand Merchant Bank, one of South Africa’s top investment banks. He was subsequently involved the early development of Investment Solutions, the multi-manager asset manager within Alexander Forbes Group (a global insurance and employee benefit consultancy). This was followed by several years with the asset management team at the Mines Pension Fund, the largest private sector pension fund in South Africa, where he was responsible for equity fundamental and quantitative analysis. In 2005 he joined the newly established Assets Management Unit of Emirates Bank.
At ADCB, Mark is responsible for overseeing the Asset Management activities of the bank including in-house managed funds, external fund manager selection, trading and execution, advisory and discretionary portfolio management. Mark holds a Bachelor’s Degree in Finance from the University of the Witwatersrand, Johannesburg as well being a CFA Charter holder and a member of the CFA Institute.
Senior Fund Manager, Asset Management Rakesh Kumar Agarwal
Rakesh Agarwal, CFA has more than ten years of investment research and management experience in UAE. He holds a Masters in Finance from London Business School and MBA in Finance from S P Jain School of Global Management. He is also a CFA and CAIA Charter holder.
Rakesh joined Abu Dhabi Commercial Bank from Abu Dhabi Investment Company (Invest AD) in 2008. In the current role, he is responsible for managing ADCB managed funds. He started his career in UAE with Invest AD, where he was responsible for fundamental equity analysis. He has in-depth knowledge and understanding of the regional markets.
Head - Portfolio Management, Asset Management Girish Agarwal
Girish Agarwal has fifteen years of experience in the asset management industry in UAE. He has extensive investment experience across asset classes, geographies, sectors and in using derivatives as a portfolio overlay strategy. He has completed B.Com (Hons.) from the University of Calcutta, MBA in Finance from S P Jain School of Global Management and is a CFA Charter holder.
At ADCB, Girish is leading the design, development, roll-out and management of our investment advisory proposition. Girish is also responsible for the management of discretionary mandates for institutional and private clients. In his previous role as Fund Manager at Emirates NBD Asset Management, Girish was responsible for the launch and management of Emirates NBD’s investment advisory service. He was responsible for identifying new investment themes and strategies for clients.
