Wealth Management Advisory

“We wanted to create what the market would not provide before Broadgate came to be. A sophisticated, institutionalized solution, with no conflict of interest and a genuine human approach.”

Maya Jisr
Partner

Wealth Management

“We wanted to create what the market would not provide before Broadgate came to be. A sophisticated, institutionalized solution, with no conflict of interest and a genuine human approach.”

Maya Sayadi Jisr
Partner

We aspire to be the place’s most trusted wealth manager, by looking after families with integrity, excellence & state of the art asset management capabilities.

OUR OFFERING

Broadgate caters to the needs of ultra-high net worth (UHNW) families and individuals

We manage our clients’ total wealth under a rigorous investment management model and a flexible, comprehensive offering. The aim is to provide a holistic financial service, focusing on the preservation & growth of wealth in real terms, as well as its transmission to the next generation.


The US market is currently driven by a SINGLE engine

 

The exceptional expectations related to artificial intelligence.
In one month, the Technology sector has gained 14% (Nvidia +39%, Apple+16%), followed by its little sister, the Communication Services sector, which increased by 4.5% (Meta +6.9%, Google +5.6%), while the rest of the sectors are in negative territory or close to it. With tech alone doing the heavy lifting, the correlation between the S&P 500 and its equally weighted version has dropped to extremely low levels.

INDIVIDUAL & INSTITUTIONAL INVESTOR

Wealth Management
Investing strategically to preserve & safeguard wealth for future generations.

• Setting of a long-term global asset allocation according to the determined financials goals, spending needs & risk preferences.
• Advising, managing & executing.
• Overseeing and managing asset selection.
• Monitoring & mitigating risk concentrations on a continuous basis.
• Monitoring third party providers business terms and conditions.
• Customizing aggregation & consolidating the reporting.

Assets management
• We provide innovative investment solutions across major asset classes, to individuals & corporations.
Alternative investments
• We invest in the full spectrum of alternatives, including private equity, growth equity, private credit, real estate and infrastructure.

INSTITUTIONAL INVESTOR

AMC Quant 1 Factsheet: The portfolio is based on Broadgate’s Quantitative Multi-Factor Model. It focuses on the proper management of “factor exposures” as the main source of performance and looks through asset class decompositions to focus on underlying factor decomposition. It aims to invest in an equal-weighted portfolio of 40 equity names in developed markets, selected based on Broadgate’s proprietary Multi-Factor model. The strategy aims to outperform the benchmark –MSCI World index– by following an allocation determined by the intensity of factors (Momentum, Value, Low Volatility, Quality and Growth). Factors are built in-house, using proprietary descriptors with high return explanatory powers and a unique weighting scheme that allocates dynamically among the factors. The portfolio is rebalanced monthly, and the methodology is continuously reviewed by Broadgate’s quant research team.
Download AMC Quant 1 Factsheet

AdaptiveAI Allocator All-Equity US: The portfolio is based on Broadgate’s Quantitative Macro model leveraged by machine learning techniques for dynamic portfolio allocation. The strategy incorporates a macro regime indicator to identify prevailing market conditions and utilizes this information to inform allocation decisions. Five equally weighted sectors Exchange Traded Funds (ETFs) are selectively chosen based on the strategy’s machine learning-driven forecasts. The portfolio is rebalanced weekly, and the methodology is continuously reviewed by Broadgate’s quant research team.
Download AdaptiveAI Allocator All-Equity US

AdaptiveAI Allocator 60-40 US: The portfolio is constructed using Broadgate’s Quantitative Macro model, which is enhanced by machine learning techniques to enable dynamic portfolio allocation. This strategy integrates a macro regime indicator to identify prevailing market conditions and utilizes this insight to guide allocation decisions. Exchange Traded Funds (ETFs) are carefully selected based on the strategy’s machine learning-driven forecasts: Five equally weighted US equity sectors comprise 60% of the portfolio, three ETFs focusing on bond strategies represent 35%, and the remaining 5% is allocated to either a commodity ETF or cash. Rebalancing of the portfolio occurs weekly, and the methodology undergoes continuous review by Broadgate’s quantitative research team.
Download AdaptiveAI Allocator 60-40 US Factsheet

INDIVIDUAL & INSTITUTIONAL INVESTOR

Our Key Mission
Asset protection & wealth transmission to the next generation.

Our Offering
• Wealth structuring & estate planning
• Family governance planning
• Consolidated Reporting

How we do it
• We protect what the family has achieved, become their trusted investment partner, by accompanying them in every step from wealth planning & structuring, investment management, to monitoring & risk management.
• We focus on intergenerational wealth management, which requires us to not only be good administrators of assets, but also to be relevant to the next generation & prepare future heirs for succession.
• We work closely with families to determine their needs and goals and set a family roadmap.
• We look after, care for & listen to families, which enable us to deeply understand their goals & aspirations
• We help families establish trusts, foundations, and investment vehicles that match their needs.
• We handle all legal and administrative work to ensure that structures are put in place smoothly.
• We assist in the administration by acting as a central coordinator between trustees, corporate administrators & clients.

INDIVIDUAL & INSTITUTIONAL INVESTOR

Wealth Management
Investing strategically to preserve & safeguard wealth for future generations

• Setting of a long-term global asset allocation according to the determined financials goals, spending needs & risk preferences.
• Advising, managing & executing
• Overseeing and managing asset selection.
• Monitoring & mitigating risk concentrations on a continuous basis.
• Monitoring third party providers business terms and conditions.
• Customizing aggregation & consolidating the reporting.

Assets management
• We provide innovative investment solutions across major asset classes, to individuals & corporations.
Alternative investments
• We invests in the full spectrum of alternatives, including private equity, growth equity, private credit, real estate and infrastructure.

INDIVIDUAL & INSTITUTIONAL INVESTOR

Our Key Mission
Asset protection & wealth transmission to the next generation.

Our Offering
• Wealth structuring & estate planning
• Family governance planning
• Consolidated Reporting

How we do it
• We protect what the family has achieved, become their trusted investment partner, by accompanying them in every step from wealth planning & structuring, investment management, to monitoring & risk management.
• We focus on intergenerational wealth management, which requires us to not only be good administrators of assets, but also to be relevant to the next generation & prepare future heirs for succession.
• We work closely with families to determine their needs and goals and set a family roadmap.
• We look after, care for & listen to families, which enable us to deeply understand their goals & aspirations
• We help families establish trusts, foundations, and investment vehicles that match their needs.
• We handle all legal and administrative work to ensure that structures are put in place smoothly.
• We assist in the administration by acting as a central coordinator between trustees, corporate administrators & clients.

INSTITUTIONAL INVESTOR

Download AMC Quant 1

Download AMC Quant 2

Quant 1: The portfolio is based on Broadgate’s Quantitative Multi-Factor Model. It focuses on the proper management of “factor exposures” as the main source of performance and looks through asset class decompositions to focus on underlying factor decomposition. It aims to invest in an equal-weighted portfolio of 40 equity names in developed markets, selected based on Broadgate’s proprietary Multi-Factor model. The strategy aims to outperform the benchmark –MSCI World index– by following an allocation determined by the intensity of factors (Momentum, Value, Low Volatility, Quality and Growth). Factors are built in-house, using proprietary descriptors with high return explanatory powers and a unique weighting scheme that allocates dynamically among the factors. The portfolio is rebalanced monthly, and the methodology is continuously reviewed by Broadgate’s quant research team.

AdaptiveAI Allocator All-Equity US: The portfolio is based on Broadgate’s Quantitative Macro model leveraged by machine learning techniques for dynamic portfolio allocation. The strategy incorporates a macro regime indicator to identify prevailing market conditions and utilizes this information to inform allocation decisions. Fives equally weighted sectors Exchange Traded Funds (ETFs) are selectively chosen based on the strategy’s machine learning-driven forecasts. The portfolio is rebalanced weekly, and the methodology is continuously reviewed by Broadgate’s quant research team.

AdaptiveAI Allocator 60-40 US: The portfolio is constructed using Broadgate’s Quantitative Macro model, which is enhanced by machine learning techniques to enable dynamic portfolio allocation. This strategy integrates a macro regime indicator to identify prevailing market conditions and utilizes this insight to guide allocation decisions. Exchange Traded Funds (ETFs) are carefully selected based on the strategy’s machine learning-driven forecasts: Five equally weighted US equity sectors comprise 60% of the portfolio, three ETFs focusing on bond strategies represent 35%, and the remaining 5% is allocated to either a commodity ETF or cash. Rebalancing of the portfolio occurs weekly, and the methodology undergoes continuous review by Broadgate’s quantitative research team.

Our Team

WEALTH MANAGEMENT

Maya Sayadi Jisr

Partner, Founder

Bernard Renaud

Head of Quantitative Strategies & Investment Analysis

Jad Karam

Director

Karim Kandil

Investment Analyst

Abdallah Assaad

Investment Analyst

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