Miyar Capital, founded in 2021, is a Saudi-based investment bank and asset management company holding. Miyar Capital, founded in 2021, is a Saudi-based investment bank and asset management company holding. Miyar Capital, founded in 2021, is a Saudi-based investment bank and asset management company holding. Miyar Capital, founded in 2021, is a Saudi-based investment bank and asset management company holding. Miyar Capital, founded in 2021, is a Saudi-based investment bank and asset management company holding.
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Investment Advisory

Miyar Capital believes that the first and most important step in the process of providing investment advisory to clients, is to meet the client, understand in depth in order to analyse their needs, objectives and investment objectives, then summarize and document related information to his Investment Policy Statement IPS statement on which strategic asset allocation is determined and after then set the strategic asset distribution, and the most appropriate asset managers to be assigned to manage the portfolio, and then monitor the performance of the updated investment portfolio permanently. In order to ensure that the clients objectives achieved and the clients have provided with any periodic proposals in order to develop and make improvements to portfolio returns when needed.

The scope of investment advice consists of five consecutive

Stages

  • Meeting the client and determining his investment objectives, degree of risk tolerance and investment restrictions.
  • Analysis of customer assets, liabilities, and cash flows, investment objectives, and strategy.
  • Identify and select the appropriate strategic allocation of assets and ideal portfolio managers.
  • Implementation phase and start investing.
  • The stage of monitoring, analysis, evaluation of the components and performance of the investment portfolio the corrective action if necessary.