UAE Business Awards 2023

UAE Business Awards 2023 60 Most Efficient Investment & Wealth Transfer Solutions Provider 2023 - Middle East Secura International (Secura) helps international investors achieve financial security for life. It arranges solutions for high net-worth families from around the globe in order to pursue multi-generational wealth goals. It concentrates on markets found primarily in the Middle East, Asia, and Africa, and is committed to sourcing the right solutions, services and strategies for its clients, including Shariah portfolios. Regulated by ADGM Financial Services Regulatory Authority, Secura International is a Middle East based company with a head office in Abu Dhabi. Its mission is to arrange wealth solutions for families around the world so they can achieve their multi-generational wealth targets. Secura showcases the efficacy of investment opportunities it can arrange through a Global Custodian in high net markets found in Africa, Asia, and the Middle East. It is a pioneering company within such markets, buttressed by its legacy of trusted global partners in support. Secura arranges the Global Advantage Plus (GAP) plan for its international investors whereby they achieve a lifetime of financial security through the benefits of a sophisticated Jersey Trust structure. The GAP plan boasts a unique composition which provides the capacity to designate beneficiaries. This creates complete peace of mind and protection of assets, whilst avoiding future disputes and litigations. It also separates investment plans from one another, thus ensuring client assets are not commingled with Secura’s assets and liabilities, or those of any other investor. To ensure assets held within the plan are kept separate from the assets and liabilities of Secura, it has instructed an independent trustee from Jersey, regulated by the Jersey Financial Services Commission (JFSC) to act as trustee of the GAP plan. The plan is managed in due accordance with all applicable legislation in Jersey. The plan offers a flexible, efficient, and diversified way to pursue clients’ multigenerational wealth goals via investment in strategies to lock in wealth combined with an asset allocation policy. Secura is satisfied its clients will find the GAP plan offers ease in diversification, estate planning, and logical transfer of wealth from one generation to the next. Key benefits of using Secura are the wealth solutions it can offer, model portfolio plans guided by Invesco, comprehensive Shariah wealth solutions with portfolios guided by BlackRock, and protection through its Jersey Trust Structure. It is also regulated by ADGM (the Abu Dhabi Global Market), which is responsible for arranging the wealth solutions. The trust is managed by an independent trustee regulated by the JFSC, and there are more than 300 mutual funds available to choose from handled by approximately 35 asset managers. Portfolio reporting is controlled by allfund (, with free switches and automatic rebalancing. A 24/7 online client portal allows customers to stay in the know at all times. Secura’s aim was to create an investment platform that was readily transparent, in a space traditionally occupied by insurance companies based in the Isle of Man, Bermuda, or the Cayman Islands. Its unique arrangements offer world-class solutions to international clients through its Jersey Trust structure. This is done without the company having any direct handling of funds. Rather, each client has a contractual relationship with a licensed trustee in Jersey. Secura International is one of the most well recognised wealth solutions providers in the region. Plus, it has the knowledge and capability to offer both conventional investment opportunities as well as Shariah compliant ones. The company has an Islamic endorsement allowing it to conduct Islamic financial business through a special department focused strictly on Islamic sectors approved by the ADGM Financial Services Regulatory Authority. The Shariah wealth solutions on offer are unique in the region, and took extensive setting up. The respective authorities and companies had to be convinced the platform commanded robust internal control procedures. Having this opportunity available in the Middle East allows it to become more prominent and far reaching in countries like Saudi Arabia, Qatar, Kuwait, Bahrain, Oman, Jordan, and the United Arab Emirates. Secura International partners with global entities who manage trillions of dollars. It also has the unique concept of using a global custodian to facilitate wealth solutions. With such innovation in investment, it is little wonder the company has now been awarded Most Efficient Investment & Wealth Transfer Solutions Provider 2023 - Middle East. This award honours the hard work that has been going on in the background for the company to enable it to offer these ground-breaking wealth platforms and opportunities. Company: Secura International Web Address: Feb23214