Independent advisor Dubai, UAE
Serving investors across the UAE, the GCC and internationally

How I help · Dubai

The work, plainly described.

Nine ways I help investors and fund managers, in everyday language. Each service explains who it is for, what is included and what to expect. No jargon, no sales pitch.

01· Who I work with

Four kinds of clients, one standard.

01 · Client

HNI and UHNI individuals

You want your wealth working harder, with fewer surprises.

02 · Client

Family offices

You want governance, discretion and an advisor with no inventory to clear.

03 · Client

Fund managers

You want a credible, repeatable fundraising process.

04 · Client

Corporate executives

You want a disciplined way to deploy capital and read the documents.

03· Service by service

01

Investment Advisory

Who it is for

Investors who want one independent voice across their private-market decisions.

What is included

Opportunity screening, allocation guidance, risk framing and a clear written view on each decision.

What to expect

Plain-English recommendations, including a clear "no" when that is the right answer.

02

Real Estate Advisory

Who it is for

Individuals and family offices investing in UAE and GCC property.

What is included

Developer and project screening, review of sale and purchase agreements, payment-plan and handover-risk planning, and exit scenarios.

What to expect

A decision backed by the 100+ projects I have reviewed, with delay risk planned for rather than ignored.

03

Private Equity Advisory

Who it is for

Investors considering funds, co-investments or direct deals.

What is included

Manager and strategy review, due diligence, fee and terms analysis, and portfolio fit.

What to expect

A clear picture of risk, liquidity and what you are paying for.

04

Venture Capital and Startup Advisory

Who it is for

Investors and founders across FinTech, AI, Energy and EV, Longevity, DeepTech, Robotics and Space.

What is included

Startup evaluation, term sheet review, valuation and structure discussion, and fundraising readiness for founders.

What to expect

Honest assessment from active deal flow, with 25+ startups in the pipeline and 10+ under active advisory.

05

Alternative Investments

Who it is for

Investors looking beyond property and public markets.

What is included

Screening of alternative opportunities, due diligence and portfolio-fit analysis.

What to expect

A straight answer on where alternatives belong in your portfolio, and where they do not.

06

Portfolio Construction and Management

Who it is for

Investors with capital spread across asset classes who want it held to a plan.

What is included

Allocation, position sizing, correlation and stress-testing, with regular reviews.

What to expect

A portfolio designed to survive a downturn, not just perform in a good year.

07

Fund Manager Fundraising Advisory

Who it is for

Emerging and established fund managers raising capital.

What is included

LP mapping and prioritisation, materials readiness, a stage-gated fundraising process and diligence preparation.

What to expect

A repeatable, auditable process aimed at shortening the path to close.

08

Due Diligence and Document Review

Who it is for

Anyone about to sign.

What is included

Line-by-line review of term sheets, sale and purchase agreements and side letters, with the clauses that matter explained in plain language.

What to expect

A short written summary of the risks and the questions to ask before you sign.

09

Impact and Health-Equity Lens

Who it is for

Investors who want to widen access without lowering their standards.

What is included

Assessment of opportunities and partnerships for access, transparency and integrity, alongside returns and risk.

What to expect

The same rigour as any other investment decision, with no impact claims I cannot evidence.

04 / How we work together

A four-step process, built for the long term.

Scope and timing are agreed with you in writing before work begins.

Step 01

Discover

A confidential conversation about what you hold, what concerns you and what you want next.

Step 02

Diligence and design

I review documents, model scenarios and write clear recommendations sized to your goals and risk capacity.

Step 03

Execute

Introductions, documentation and coordination with your lawyers, tax and banking partners.

Step 04

Monitor

Regular reviews and life-event check-ins so the plan stays current, not on a shelf.

05 / How I am paid

Stated plainly, before anything is signed.

Three ways an engagement can be structured, so you always know what you are paying for.

Ongoing

Advisory retainer

A fixed, agreed fee for ongoing independent advice.

Defined scope

Project fee

A fixed fee for a defined piece of work, such as a diligence review or portfolio assessment.

Fundraising

Mandate-based fee

For fundraising mandates, with clearly stated terms and no hidden costs.

Independence: any financial interest I or ATGICS may have in a recommendation is disclosed in writing before you decide.

Not sure which service fits?

Start with a conversation. We will work out together whether and how I can help.