Wealth Management

Arranging Credit

Arranging Custody

Investment Advisory

As an entrepreneur who has transitioned into being an active investor in the capital markets, risk management has always been at the forefront of every decision I make. Hence, beginning this story with risks first followed by the process then the rewards. An approach we take before onboarding any new clients.

Zaid Ali (Founder & CEO)

Founding Principles

  • Invest all of our money with clients.
  • Proponents in value and growth companies for a long time.
  • Relentless bottom-up approach.
  • Detest over-diversification.
The only value is the present value of future cash flows…

Alignment

WE at McLevin & Neilson Wealth Management Ltd (MNWL) are not ‘salaried’ money managers. MNWL is managed by its founders and largest investors who invest all of their wealth into investments they advise on. This alignment eliminates any conflict of interest, and the short term ‘money-manger’ mentality of deploying capital into asset categories which are not in the best interest of the client. Considering we are investing all of our wealth here, you need to focus predominantly on our capability and hard-work to generate long-term wealth generation. Something we have proven in our return on investments over the years.

Conclusions

This is what you can do with your wealth:

  • It’s possible to outperform the market in the long-term through active investment. Although we acknowledge low fee passive investments have yielded positive returns in recent years.
  • It’s possible to protect your capital and generate superior returns simultaneously.
  • Investors constantly overvalue returns, and undervalue wealth erosion through higher management fees, inflation and taxation.
  • Prices fluctuate around value, hence short term price volatility is immaterial to risk assessment. Intrinsic value is all that matters in the long run.

Our Team

Andrew James Tice

Chairman (Board of Director)

Zaid Ali

Founder & Chief Executive Officer (Board of Director)

Zaki Ali

Director (Board of Director)

Message Us

If you would like further information about our range of services, please contact us using the form below, or via our contact number.

Our Custodian Banks

Gate Village 10, Level 3
Office # 13, Dubai International Financial Centre
Dubai, United Arab Emirates

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  • The content of this website does not constitute financial advice; you should seek your own financial advisor for that.
  • McLevin & Neilson Wealth Management Ltd only deals with Professional and Market Counterparty clients and does not deal with Retail clients.