“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.
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.
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.
Integrity is key to becoming the unrivalled industry leader and achieving superior results for our principals.
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.
Transparency is vital to our identity, our culture and our success. That is how we build lasting relationships with our principals.
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.
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
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