Who are our clients?
Dealing with clients is as different as their needs. Our skills and experience are developed by engaging in the evolving and complex issues faced by our clients.
We serve Entrepreneurs, Family-Owned Businesses, Corporate professionals, Trusts, Pension Funds and Sovereign Wealth Funds. We design a tailor-made model to suit the investment goals of each client. The open architecture business model allows us the freedom to identify the most efficient solutions for the client. It also allows direct access to the entire team of Xanara including the senior management.
Who are our partners?
We closely collaborate with a network of top-tier international banks, product manufactures and counter parties to assist us in our financial services which includes Advisory, Creating Portfolios, Assets Liability Management, Product Solutions, Estate Planning and Fiduciary Services.
Our due diligence process in the best interest of the clients. This enables us to work directly with the client.
Client Onboarding & Engagement
In line with the underlying regulations, Xanara ensures a smooth onboarding experience of its clients on its platform as well as its partner banks.
In putting the client at the heart of everything it does, Xanara performs the investment profiling to establish upfront the investment objectives, needs and level of risk of each client. Ongoing planning and advice are at the heart of a successful wealth management business. We focus on providing quality advice and guidance which means understanding the needs of each client, assessing their tolerance for risk, and determining what they value most.
The client review process is an integral part of running a wealth management practice, and one whose importance cannot be overstated. We review client performance on a monthly, quarterly, and annual basis as part of our internal discipline. Providing ongoing service and communicating with clients is essential part of our client engagement process.
