“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.”

Suze Orman

Watar Partners, a leading independent financial services firm, was established in 2014 to provide financial advisory services to private investment offices of select families.

We provide our principals with expert perspective to help them make critical strategic financial decisions with confidence. We take pride in our holistic and value-based approach and passionately guard the trust reposed in us by our principals.

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OUR VISION

To be the financial advisor of choice for our principals. We aspire to be the leader in all services we provide and in creating value for our principals and partners.

OUR MISSION

Our goal is to facilitate our principals in achieving financial prosperity and peace of mind including leaving a legacy for their future generations

 

OUR CORE VALUES

How we conduct business is just as important as what we do. Our Core Values articulate the Firm’s culture and how we engage with our principals.

  1. Trust is the most important value we live by, whether it is in dealing with a principal, a business partner or a colleague. We aspire to be the most trusted Firm in our industry.

  2. Integrity is key to becoming the unrivalled industry leader and achieving superior results for our principals.

  3. We recognize the magnitude of responsibility that is assigned to us, and we strive to demonstrate the highest levels of Reliability in everything we do.

  4. Transparency is vital to our identity, our culture and our success. That is how we build lasting relationships with our principals.

  5. At Watar Partners, we commit to uncompromising level of Confidentiality and discretion in handling all our principals’ affairs. We understand our obligation to protect our principals’ privacy.

  6. At Watar Partners, we believe that Professionalism means our principals come first. Our professionals are dedicated to offer highest quality work and maintain ethical standards while doing so.

 
 

ADVISORY

We provide comprehensive and insightful financial advisory solutions to meet the individual and sophisticated needs of our principals.


Our Advisory Services include:

 

COMPREHENSIVE PLANNING

  • Evaluate and develop financial objectives and risk profiles

  • Asset allocation

  • Business succession and generation legacy planning

FINANCIAL ADVISORY

  • Providing due diligence on prospective and existing investments

  • Assessing and carrying out due diligence on asset managers

  • Gather and present structured information to facilitate decision making

PORTFOLIO MONITORING AND REPORTING

  • Performance reporting and benchmarking

  • Regular updates on asset performance and associated risks

GOVERNANCE AND REPRESENTATION

  • Set up and monitor Private Offices and budgets

  • Facilitate in managing liquidity needs for our principals

  • Facilitate and maintain relationships with Banks, Asset Managers, Legal Advisors and other service providers 

 

THE PARTNERS

ABDULWAHAB A AL BETAIRI

Managing Partner

TAREK AL-RUMAIM

Managing Partner

MUHAMMAD HUMAYUN LATIF

Managing Partner & CEO

 

Address:

Riyadh Office

Masharik Tower , 3rd Floor
King Fahad Road, Al Moatamarat District P.O. Box 10215 Riyadh 11433
Kingdom of Saudi Arabia
T: +966 11 465 3377
F: +966 11 462 3377

 

Dubai Office: Google Maps Link 

Office 1105, Burj Al Salam
Trade Centre 1, Sheikh Zayed Road P.O. Box 122270, Dubai
United Arab Emirates
T: +971 4 3266785 

 

Watar Partners is not an investment, tax, accounting or legal advisor or a securities brokerage firm. Neither Watar Partners nor any of its partners, employees, affiliates or representatives are registered investment advisors or registered securities dealers or brokers and should not be deemed to be such unless expressly mentioned otherwise.

 

©2020 WATAR PARTNERS.