investment solutions & asset advisory
Perpetua Wealth
Perpetua Wealth is Perpetua Investment’s Group wealth advisory arm offering a comprehensive suite of personalized investment and asset advisory services and financial solutions for ultra-high net worth individuals and families.
Our cohesive approach and vast network help us to deliver bespoke solutions, tailored to our clients’ needs.
We are also building an industry-leading asset manager. Our aim is to bring cutting edge asset advisory tailored to every client through our deep financial markets’ knowledge and engineering experience. Our long-term approach focuses on knowledge, culture, and eagerness to grow while keeping at the forefront of investment and technology.
who we are
About us
At Perpetua Wealth, we provide an unbiased, cost-efficient open architecture platform by leveraging our diverse investment advisory team, access to buy and sell-side research, and our network of global financial institutions.
Growing our asset advisory offering
While we are committed to our philosophy of becoming a family office for our HNW clients, we are also committed to growing our asset advisory offerings by launching:
– A venture capital fund seeking investments in early -stage start-ups focused on the emerging markets
– A private placement fund primarily focused on late-stage pre-IPO investments – initial discussion with clients has garnered a substantial interest
– A hedge fund which will leverage our group’s internal expertise in the derivatives market and existing funds to finance businesses in Europe
Building out our multi-family office
– Investment committee with diversified experience of more than 50 years collectively
– Access to best-in-class research from the top financial & economic institutions to build our unbiased & independent vie
– Independent Chief Investment Office for validating our internal views through a build-measure-learn feedback process
– Aligning our interests with our clients by eliminating the conflict of interest through our pricing model & open architecture platform
– Offer succession planning and transfer of wealth to next generations by creating trust & foundation to cater to specific needs of our clients.
meet the team
PERPETUA WEALTH
READ MORE
In 2001, Shahab moved on to the private banking division as a director, responsible for HNW and UHNW individuals. In 2005, he joined Anker Bank, a boutique Private Bank serving UHNW families, as vice president of private banking and head of international banking. A few years later, he returned to BCGE to head the international banking team. In 2010, Shahab set up the Representative Office of the Swiss Bank of Geneva (BCGE) in Dubai, which he ran for five years.
Most recently, and prior to joining Perpetua Wealth in 2020, he co-founded a financial advisory company regulated by the Securities and Commodities Authority of the UAE in 2015.
Shahab is certified by the Institut Superieur de Formation Bancaire in Geneva.
READ MORE
Jaffery is also the co-founder of an EdTech startup, TutrIQ – one of the fastest growing digital learning platforms in Pakistan. Previously, Jaffery was a Director at Klay Capital, which he joined after an extensive banking career with ADCB, ABN AMRO and Citibank. In these roles, he developed financial blueprints for clients and worked to design sustainable investment structures.
Jaffery is a graduate from London School of Economics and has completed a Private Equity & Venture Finance Programme from Saïd Business School, University of Oxford.
READ MORE
He has a deep understanding of financial engineering based on his former trading experience and continuous involvement throughout his career structuring robust investments and strategies for a wide range of institutional and family office clients. He has experience in trading from Rabobank International where he was in charge of single stock equity derivatives. Prior to that he worked at Société Générale in Paris.
He holds a Msc in Finance from ESCP / Msc in Statistics Paris II.
who we are
Offering
Perpetua Wealth aims to provide its clients with a suite of personalized investment services and financial solutions tailored to their needs
Underpinned by our open architecture platform, we support our clients with:
– Asset allocation
– Tax planning
– Succession planning
We regularly review portfolios to re-balance risk-return profiles as needed
READ MORE
– Safe custody of funds through our agreements with global private banks
– Strategic asset allocation covering public and private markets
– Succession planning
We offer bespoke services to all of our clients
– Performance-based AuA growth
– Customer education throughout the advisory process
– Performance and AuA- based investment advisory fees allow us to ensure zero conflict of interest by moving away from transaction and product-based advice
READ MORE
– Performance and AuA based investment advisory fees allow us to ensure zero conflict of interest by moving away from transaction and product based advice.
– Continuous client education throughout the advisory process.
We also ensure regular portfolio review to re-balance risk and return profiles as needed.
What makes us unique?
Perpetua Wealth works to provide an unbiased, cost-efficient open architecture platform by leveraging our diverse investment advisory team, access to buy and sell-side research, and network of global financial institutions.
READ MORE
Perpetua Wealth works to provide an unbiased, cost-efficient open architecture platform by leveraging our diverse investment advisory team, access to buy and sell-side research, and network of global financial institutions.
Perpetua Wealth is set apart by a unique set of characteristics
• All-in fees
Perpetua Wealth’s “all-in” fee model allows for a bias-free advisory service that is independent of product and transaction-based conflicts unlike traditional private banks
• Partnerships
Our vast network of partnerships with multiple private banks allows our independent advisory team to leverage direct access to their platforms to execute transactions and develop in-house structured investment strategies for our clients as per their needs
• One Stop-Shop
As a multi-family office, we provide asset advisory, succession planning and inheritance solutions
• Global Presence
Perpetua Investment Group’s global presence allows us to leverage our worldwide networks to meet the needs of clients and families in a cost efficient and tailored manner, whilst also becoming exclusive distribution partners of open and closed-end funds in the region
• Independence
Our model allows us to eliminate conflicts of interest by separating ‘manufacturer’ from the ‘provider’ of investment & wealth solutions and through our retainer (all-in) pricing model
