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News

Northstar Launches Range of Model Portfolios for the Middle East

Northstar News

Northstar Financial Services (Bermuda) Limited is pleased to announce the addition of a range of Model Portfolios that have been specifically designed for the Middle East. These new Model Portfolios complement the firm’s established Model Portfolio range, but the constituent funds are all registered with SCA and so comply with the recently introduced regulations in the region. 

Funds are selected from Northstar’s range of leading asset managers using fundamental criteria and are then run through rigorous statistical analysis, looking at a variety of historical performance and risk metrics and fund selection is then based upon a target allocation for the portfolio. Fund assessment and risk monitoring is conducted on an ongoing basis across a number of categories to ensure the funds and models continue to meet the original criteria. As is the case with all Northstar solutions, clients also enjoy the benefits of a Bermuda offshore trust structure, which include financial security and enhanced wealth transfer flexibility. 

Northstar’s Principal Representative in Dubai, Sanjeev Chowdhury, commented: “The evolving regulatory landscape has created some uncertainty with regard to what type of solutions can be offered to clients, which the Northstar Middle East Model Portfolios seek to address. I look forward to working closely with our advisors in the region on this exciting new offering, as well the other innovative investment solutions in Northstar’s expanding product range.” 

Northstar’ Vice Chairman, Mark Rogers, commented: ‘The introduction of the Middle East Model Portfolios further demonstrates Northstar’s commitment to the region. We will continue to monitor the regulatory landscape and list of SCA registered funds to ensure that our product offerings remain compliant and relevant to the local market.” 

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