about our company

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Established in 1996, Investment Fonds Union is a trusted banking and financial consultancy. It was licensed by The Central Bank of UAE till 2014 and has since evolved as a foreign contract brokerage and advisory. Our management and advisory services cover the wide spectrum of investment industry including international commodities.

Our professional team of consultant and management advisors are backed with decades of experience in banking and financial industry.

We constantly strive to identify most suitable products and investment strategies to deliver solution aligned with the customer’s personalized financial goals. If you are looking for sound advice, Investment Fonds Union’s team of advisors can help you. As professional investment adviser, Investment Fonds Union offers clear advice on the most appropriate financial products for your needs.

At Investment Fonds Union our aim is to ensure that you have the best possible solution when planning your financial future. With personal customization in areas of customer’s interest, Investment Fonds Union offers services of varied International Financial Service Providers.
Investment Fonds Union’s relationship team is well geared to understand individual needs and customizing them in line with the objectives.

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our advantages

Investment
Approach

Our investment approach is team based. All of the strategies are guided by our Investment Committee which seeks to invest in high quality, compelling companies that have strong balance sheets with proven sustainable earnings and dividend growth.

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Protecting
Investments

Investment Management, we realize the importance of safety of capital to our clients and thus have taken every precaution to ensure their investments are protected. The most important means of protecting a client’s investments is to have a third party custodian hold them, who in turn segregates the investments from their own assets.

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Resource
Centre

One of Investment Fonds Union’s core values is to ensure our clients are kept well informed on market activity and investing in general. We believe it is important for investors to go beyond the media headlines that so often represent “market noise” and not sound investing.

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HOW WE WORK

Just like you, we want to manage our growth in keeping with our principles. That’s why every portfolio management company that’s become part of the Bellwether family since 2010 was selected with the same values-oriented strategic mindset that we use to manage your investments. We looked for experienced teams that were committed to preserving their clients’ capital and had rigorous controls to protect their clients’ interests.

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