Zurich, Switzerland – [19/12/2024] – As the Gulf Cooperation Council (GCC) continues to emerge as a global hub for wealth management, demand for tailored solutions has surged. A recent PwC report highlights that nearly two-thirds of high-net-worth individuals (HNWIs) prioritise goal-oriented financial strategies, underscoring a growing preference for personalised wealth management solutions.
In response to this demand, swissQuant and The Family Office have partnered to introduce an innovative Goal-Based Investing (GBI) platform: Financial Goal, setting a new benchmark for personalised wealth planning in the region.
Tailored wealth strategies for a dynamic region
This collaboration combines swissQuant’s advanced technology with The Family Office’s deep understanding of the GCC’s wealth management landscape. The platform enables advisors and clients to set, monitor, and adapt financial strategies to life’s evolving priorities through real-time performance tracking, scenario modeling, and holistic balance sheet management.
With its ability to seamlessly integrate traditional and alternative assets, the Financial Goal platform supports the development of comprehensive and adaptive financial plans tailored to the unique aspirations of clients in the region.
Leadership perspectives
Abdulmohsin Al Omran, Founder & CEO of the Family Office, shared: “For our clients, wealth management is deeply personal. This collaboration allows us to offer solutions that align with their goals while navigating the unique opportunities and challenges. Together with swissQuant, we are redefining how families in the GCC achieve their financial ambitions.”
Mohamed Louizi, CEO of swissQuant, outlined: “The GCC is rapidly emerging as a leader in wealth management, driven by a focus on personalised and holistically minded strategies. Our partnership with The Family Office delivers a transformative platform that empowers clients to turn financial aspirations into actionable and adaptive strategies.”
About swissQuant
Founded in 2005, swissQuant specialises in advanced financial technology and quantitative analysis, developing and implementing software solutions and data analytics tools for the financial industry. Headquartered in Zurich, swissQuant supports market leaders in their geographic expansion and digital transition, delivering innovative solutions that drive efficiency for financial institutions worldwide.
About The Family Office
The Family Office in Bahrain, Dubai, its Riyadh-based wealth manager, The Family Office International Investment Company and The Family Office Investment Advisory Company (Kuwait) KSC(c) in Kuwait, are regulated by the Central Bank of Bahrain, The Dubai Financial Services Authority, the Capital Market Authority of Saudi Arabia and State of Kuwait, serving hundreds of families, individuals, and investors. The firm helps clients achieve their wealth goals through custom-made investment strategies that cater to their unique needs.
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