Business Lines

At Etihad Capital, we provide tailored investment solutions across International Markets, Private Equity, Investment Banking, and Carry Trade, leveraging deep market knowledge and strategic insight to drive growth and value for our clients.

a) International Markets

Overview

Etihad Capital specializes in global securities trading, offering clients access to a wide range of international equity and bond markets. Using advanced technology and strategic insights, we help clients diversify their portfolios and capitalize on global market trends. With expertise in navigating various market conditions and regulatory environments, we ensure efficient trades and effective risk management across borders. Our goal is to deliver superior returns by leveraging our global reach and trading expertise.

Service Offerings

Buy-side Research Reports

At Etihad Capital, We provide buy-side research reports to help institutional investors make informed decisions. Our analysts deliver actionable insights on undervalued assets and growth opportunities, guiding clients to build tailored investment strategies.

Asset Management

At Etihad Capital, We offer personalized asset management services to help clients grow and preserve wealth. Our team creates tailored investment strategies, focusing on diversification, long-term growth, and active portfolio management to meet clients’ financial goals.

Investment Advisory

At Etihad Capital, we provide tailored investment advisory services to help clients achieve their financial goals. Our experienced advisors offer guidance on asset allocation, risk management, and market trends, optimizing portfolios for long-term success.

Trading Platforms

Platforms

b) Fund Management & Fund Creation

Overview

Etihad Capital offers expert fund creation and management services, offering tailored solutions to help clients establish and manage investment funds aligned with their strategic goals. Our expertise spans structuring funds, selecting investment strategies,
and providing ongoing management for optimal performance. With a focus on maximizing returns and managing risk, we guide clients through every stage, ensuring transparency, compliance, and long-term success.

c) Investment Banking

Overview

Etihad Capital offers tailored advisory services and financial solutions for corporations, governments, and institutions. With deep market expertise and a proven track record, we help clients navigate complex landscapes to achieve business goals and maximize returns, whether through acquisitions or capital raising.

Service Offerings

Etihad Capital Investment Banking is primarily focused on corporate finance transactions within the MENA region under four broad service categories:

Equity Capital Markets
Mergers and Acquisitions Advisory
Debt Capital Markets
Islamic Finance Advisory

Equity Capital Markets

Etihad Capital offers a range of services including:

Initial Public Offering (IPOs): Unlocking shareholder value and increasing visibility for companies seeking capital.
Private Placement: Connecting companies with select investors such as private equity firms and high-net-worth individuals.
Mergers & Acquisition Advisory: Providing advisory on mergers, acquisitions, restructuring, and buy-outs for mid to large caps across national, regional, and international markets.
Debt Capital Markets: Assisting companies with debt financing, refinancing, and funding solutions across debt instruments.
Financial Advisory: Offering sector-specific advisory services in finance, food & beverage, education, and manufacturing. Over the past 10 years, Real Estate Investment Funds “REITs” offered an average annual return rate of 12.2% to retail investors. Since United Arab Emirates is among the top countries offering attractive rental yields and REITs are easily listed on ADX and DFM, NAEEM has decided to construct a REIT with an initial size of AED 800Mn targeting an 8% yield.
Islamic Finance Advisory: Providing advisory on equity and structured debt transactions, opening growth opportunities in the Islamic finance market.

d) Asset Management

Overview

Etihad Capital offers comprehensive asset management services designed to align with your financial goals and risk tolerance. Our expert team provides tailored investment solutions for institutions, high-net-worth individuals, and retail clients, addressing the unique needs of each group. Backed by a strong regional research database, we use a blend of fundamental, quantitative, and technical tools to deliver effective asset management and solid business solutions.

Investment Offerings

Etihad Capital Asset Management serves 3 main client groups

Institutions
High Net Worth Individuals
Retails Clients through Open-end funds

Etihad Capital Asset Management prospected clients are entitled to receive:

An investment strategy approach that begins by fully comprehending their current financial situation and goals for the future.
Customized, sophisticated financial strategies and solutions that go beyond investing in any asset class to help address every aspect of their financial life.

Carry Trade

The carry trade offers a unique investment opportunity, driven by a competitive interest rate environment and a recovering economy. With successful government reforms and clear recovery indicators, now is an ideal time to capitalize on this strategy.
With the current interest rates and treasury yields, the carry trade would be ideal to lock up investments with higher yields. Etihad capital has packaged this opportunity to offer clients a competitive leveraging facility along with an efficient tax structure.