ASSETS Financial Advisors is a comprehensive financial advisory firm, specialized in personal financial planning and wealth management, with a diversified background in Corporate banking and investments.
The company was founded in 2005, and since then it has been delivering its services to a very distinguished segment of the market, currently advising clients with an AUM of more than SAR 5 billion.
Certified personal Financial planner/ Certified Wealth Manager, with a banking and consulting experience of more than 27 years, in Retail, Corporate and Private Banking.
Certified personal Financial Planner, with a banking and consulting experience of more than 22 years, in Retail and Private banking.
Merger & acquisition
Debt structuring & arranging
Real estate portfolio management
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