Proud Of UAE

Proud of ournation.Proud of ourpeople.Proud of theunitythat brings us together under oneflag.

  • Adding Value, Managing Risk

    We believe that Alpha generation is the key to outperformance and is a cornerstone of our investment process.
  • Risk-Return

    Risk adjusted returns are at the foundation of our investment approach.
  • Independent and Cost Efficient

    We are not incentivised to recommend expensive products or ideas.
  • Diversification

    Diversification is key to portfolio construction at Halkin.
OUR PHILOSOPHY

Adding Value, Managing Risk

We believe that Alpha generation is the key to outperformance and is a cornerstone of our investment process. Our investment philosophy is based accordingly with a Risk-Return model that incorporates the following core strands.
OUR PHILOSOPHY

Risk-Return

Risk adjusted returns are at the foundation of our investment approach. We actively manage risk within the portfolio by monitoring each and every position on a daily basis. We take both a Macro and Micro view with an overlay of qualitative and quantitative analysis to arrive at the decision to hold or sell.
OUR PHILOSOPHY

Independent and Cost Efficient

We are not incentivised to recommend expensive products or ideas. We base our decision on the quality of product and suitability to the underlying client’s investment objectives. We always endeavour to negotiate institutional pricing on products and investment funds to reduce the over all cost to our clients.
OUR PHILOSOPHY

Diversification

Diversification is key to portfolio construction at Halkin. We run bespoke asset allocation models based on diversified strategies, targeted to achieve appropriate returns based on the risk profile of our clients.
Our Services

Trusted GuidanceBuilt for You

We provide tailored financial and advisory services designed to support your goals, offering expert guidance, strategic insight, and dependable solutions at every stage of your journey.

Understanding Your Objectives And Building On Them.

Making The Markets Work For You.

Industry Expertise, Calibrated To Your Needs.

Efficient transaction processing, and robust reporting.

Halkin Investements

Trusted PartnershipsBuilt on Performance

We are proud to serve a distinguished and diverse client base, built on long-standing relationships grounded in trust, discretion, and performance. Our reputation has been shaped by our unwavering commitment to client success, disciplined investment management, and a personalised approach that reflects each client’s unique objectives.

Through enduring partnerships and consistent delivery, we continue to be a trusted steward of wealth for families and institutions alike.

Our Teams

Expert Guidance Team

Our experienced professionals combine deep industry knowledge with strategic insight to deliver trusted guidance and personalised solutions for every client.
Bashir Ahmad

A WORD FROM THE CHAIRMAN
OF THE BOARD

We believe in creating a strong bond with our clients which is only possible if we are able to provide holistic and value added services for our clientele. At Halkin we absolutely believe in alignment of interest, independence and transparency in our relationship and dealings with all the stake holders I.e. Clients, employees, shareholders.

Our pragmatic approach to serve clients originates from our ability to think like a Private Banker with a acute skill set of an Investment banker. 

Halkin started it journey in 2010 where it was set up as a boutique Investment management business catering for UHNW global clients.

After successfully completing 10 years in U.K. we have ventured to Middle East through its international gate way, Dubai. We are confident on the long term prospect of Dubai as a base to develop and expand our Middle Eastern and Sub-Continent footprint. We bring to the Middle East market our unique skill set, our experience and know how and connectivity to broad base capital providers to create a bridge between opportunities and capital. 

Our focus will remain on Investment Management and Investment banking business and we are confident that DFSA provides the right level regulation and environment which is congenial to financial industry to prosper. 

Here at Halkin we share the same values and traditions as Middle Eastern culture, we believe in long term relationship, trust and respect! 

Thank you for accepting us in Dubai!

Let’s Talk

Connect With Us

Hey! Connect us with  +971 4350 4300 , or email us through  info@halkinme.com, or fill the following form. We will contact you back within 12 hours or prior.


    Our Faq

    Answers To Your Questions

    Find clear answers to common questions about our investment management, regulatory status, and bespoke wealth solutions. Learn how we protect, grow, and transfer wealth with confidence and transparency.

    Halkin Investments Middle East Limited is an independent Investment Management and Investment Banking firm regulated by the Dubai Financial Services Authority (DFSA), providing bespoke financial solutions to private and institutional clients.

    We provide tailored Investment Management, Portfolio Construction, Risk Management, Investment Banking Advisory, and strategic wealth structuring solutions designed to grow, protect, and transfer wealth securely.

    Yes. We are regulated by the Dubai Financial Services Authority (DFSA), ensuring full compliance with international regulatory standards and governance requirements.

    We serve high-net-worth individuals, families, entrepreneurs, and institutional clients seeking customized investment and advisory solutions.

    Being independent means we are not tied to specific financial product providers, allowing us to deliver unbiased, objective advice focused solely on our clients’ best interests.

    Have Questions About Something?

    Our team is here to help. Get in touch with us for clear guidance, expert advice, and tailored solutions designed around your financial goals.
    Our Location
    Office 1304-B, North Tower, Emirates Financial Towers,UAE
    Executive Director & Senior Executive Officer

    Jomy Alexander

    Jomy Alexander has been associated with the banking industry for over two decades and has held senior positions in Private Banking and Wealth Management with Global Trust Bank, HDFC Bank, Citibank, and Halkin Investments LLP.

    He is a Chartered Fellow Member of the Chartered Institute of Securities and Investments (CISI) with a Level 6 certification in Private Client Advice and Management. He also holds an Investment Management Certificate from the CFA Society of the UK, as well as a CeFA (Certificate for Financial Advisers) from the IFS School of Finance, UK.

    Jomy graduated in General Management from the University of Kerala, India, and also holds an MBA in Finance and Marketing from PSG College of Technology, India.

    Jomy possesses strong managerial skills and sales acumen and has been an invaluable asset in scaling the business for Halkin Investments Middle East. He is a highly skilled banker with a strong sense of purpose and a proven track record of growing and safeguarding wealth for Ultra High Net Worth Individuals (UHNWI).

    Chairman of the Board

    Bashir Ahmad

    Bashir Ahmad has been associated with the banking industry for over two decades and has held senior management positions in Wealth Management and Private Investment Banking with ABN AMRO, ING N.V., and Bank of Singapore. He is a Chartered Member of the Chartered Institute of Securities and Investments (CISI) and has participated in various investment banking and wealth management courses throughout his career. Bashir acquired his Master’s degree in International Relations with majors in International Finance and Political Economics from QAU, Islamabad.

    Bashir is well known in the financial industry and has a history of scaling businesses significantly, first as Managing Director and Head of UK Private Banking for ING N.V. (later Bank of Singapore) and for his own firm Halkin Investments LLP. His main driving force behind establishing Halkin Investments LLP and later Halkin Investments Middle East was a desire to provide holistic financial solutions to Ultra High Net Worth clients.

    Bashir takes a keen interest in renewable and clean energy and actively follows research reports and participates in discussion forums. He is also committed to the UN Global Sustainability Goals and has selected Education, Healthcare, and Zero Hunger as key areas where he contributes both personally and through his corporate entities. He has also been selected as one of the 10 most inspiring BAME (Black, Asian, Minority Ethnic) business leaders in the U.K.

    Non Executive Director

    Rehan Syed

    Rehan Syed is a seasoned banker with over two decades of experience. He has held senior positions in Private Banking and Investment Banking with ABN AMRO Bank, Citibank, Merrill Lynch, and Mirabaud.

    In addition to serving as Non-Executive Independent Director at Halkin Investments Middle East, he is also the Chief Executive Officer of Khaadi International. Rehan has a proven record of leading cross-functional teams to achieve long-term organizational objectives.

    Rehan holds a Bachelor of Commerce from Punjab College of Commerce, Rawalpindi, and completed his Executive MBA in 2005 from Szabist University, Dubai. He is well known in the banking industry and has built long-lasting relationships with clients and providers across the Middle East.

    Over the course of his career, Rehan has built and managed portfolios with a cumulative value exceeding 700 million dollars. He is a trusted investment advisor with a strong understanding of the investment requirements of both local and regional clients.

    In his spare time, Rehan enjoys spending time outdoors, particularly playing golf and sailing.