Investment Advisory

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About Us

McLevin & Neilson Wealth Management Ltd (MNWL) are ‘External Asset Management,’ a firm regulated by Dubai Financial Services Authority (DFSA), providing advice to high net worth individuals, family offices, and institutions.

Contact Info

Gate Village 10, Level 3
Office # 13, DIFC
Dubai, UAE

You will maintain control of your portfolio, thereby authorizing and confirming all transactions electronically. By having access to the best investment providers in the world, who offer intensive research and conduct a rigorous screening process, investment decisions will have high conviction.

Working with platforms such as Bloomberg and receiving market research from the largest private banks in the world, you will have access to the very best investment ideas, identified by our global network.

The below flowchart explains the steps of Advising on Financial Products/Credit and Arranging Custody; in the following diagram, the onboarding (CDD) process and client classification are completed by the end of step 2:

STEP 1

Initial Client Interaction

Understanding client profile and broad discussion about client return objectives and risk assessment. Educating the client on McLevin & Neilson Wealth Management Ltd. offerings and determining if present services are compatible with the clients risk and return profile.

STEP 1

STEP 2

Conducting An Initial Due Diligence

Understanding clients return objectives, risk tolerance, time-horizon, preferences etc. Determining client's investment objectives, policies and mandates.

STEP 2

STEP 3

Framing An Investment Policy Statement Followed By An Initial Proposal

Articulating equity, capital and money market expectations. Formulating portfolio by incorporating an appropriate asset mix.

STEP 3

STEP 4

On Completion Sending The Investment Proposal and Investment Advisory Agreement For Client Approval

STEP 4

STEP 5

Arrange Bank Account Opening and Arrange Custody

Fund transfer from client into their account (personal name / trust) at custodian bank / brokerage. McLevin & Neilson Wealth Management Ltd. sends account opening docs to client and facilitates the account opening.

STEP 5

STEP 6

Investment Policy Will Translate Into Portfolio Construction

STEP 6

STEP 7

Monitoring And Advising On Customer Portfolio

STEP 7

STEP 8

Portfolio Performance Measure To Benchmark Index (Selected Between Both Parties)

Monthly / Quarterly investment report depending on asset mix. Quarterly / Semi-Annual portfolio performance review.

STEP 8

The below flowchart explains the steps of Arranging Deals in Investments/Credit; in the following flowchart, the on-boarding (CDD) process as well as client classification are completed by the end of step 2:

STEP 1

Initial Client Interaction

Understanding client profile and broad discussion about client return objectives and risk assessment on deals.

STEP 1

STEP 2

Conducting An Initial Due Diligence

Understanding clients return objectives, risk tolerance, time-horizon, preferences etc. Determining client's deal objectives, policies and mandates.

STEP 2

STEP 3

Sending The Investment Proposal Agreement For Client Approval, Client Engagement

Articulating Fee Structure - Introduction Fee, Success Fee (%)

STEP 3

STEP 4

Arrange Deals

Arrange introduction of the client to interested parties. Brokering deal flow.

STEP 4

STEP 5

Finalization Of Deal

Based on success / failure of the deal.Calculating success fee (%). Based on client agreement.

STEP 5

About Us

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