Patronus Wealth

Type of Investor:
Wealth Management
AuM Assets Held US$:
1500000000
City:
Dubai
Country:
UAE
Region:
Middle East
+971 4 309 2111
About

We are a Wealth Management Group with booking platforms set up in Dubai International Financial Center and in Mauritius regulated by both the DFSA and the Mauritius Financial Services Commission.

Catering to High Net Worth Individuals (HNWI) and clients of trustees and fiduciaries, independent asset managers, and private client law firms and family offices.

WE GOT YOU COVERED

Backed by Four Decades of Wealth Management Experience

A combined experience and domain expertise in Swiss style Private Wealth Management for over four decades with a clear understanding of the private banking space, where client needs and requirements come first. We have a dedicated platform for Private and Institutional clients with dependable and experienced support staff to realize the best execution.

CORPORATE SHAREHOLDER

Guaranteed Financial and Organizational Guidance

Partnering and belonging to a large publicly listed conglomerate ensures organizational and financial guidance and support; coupled with expertise and corporate governance honed over several decades of doing business in multiple jurisdictions and geographical locations. The group has long term funding support from a wide array of global partners such as FMO, ADB, World Bank, Citibank, Proparco and IFC.

Asset Allocation/Holding Type
  • Financial Services
  • Fixed income investments (Bonds)
  • Mutual Funds
Known Investment Strategies

Comprehensive Onboarding Process.
A strong and comprehensive onboarding process delivered with a pragmatic approach to ensure a smooth onboarding process.

on leadership.
Hands on leadership from senior management to ensure prompt and secure service levels.

Guaranteed Discretion
Discretion and confidentiality.

Learn About Client
A holistic understanding of our clients wealth profile.

Private Attention.
Robust relationship management with a private wealth manager (low staff turnover).

Consistent Availability.
Consistent availability and excellent response rate.

Common sense Approach.
A pragmatic and common sense approach to client requests and needs.

Proactive Asset Management
Well reasoned, systematic investment approach, with proactive asset management.

Reachable Management
Simple access to our Management and Leadership team for innovative solutions.

Key Executives & Board of Directors
Rom Atapattu Chief Executive Officer
Email: romesh.atapattu@patronuswealth.com
Country: United Arab Emirates
Region: Middle East
LinkedIn
Olivier Meynet Chief Investment Officer
Email: olivier.meynet@patronuswealth.com
Country: United Arab Emirates
Region: Middle East
LinkedIn
HQ Address
Patronus Wealth, Office 18-33, Central Park Towers, DIFC, PO Box 507327, Dubai, United Arab Emirate.
Year Founded
2017
Countries of Interest
UAE
Geographies of Interest
Middle East

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