Get In Touch
3rd Floor, Building 3, One Central, PO Box 115441, Dubai, UAE ,
info@abbeyroadig.com
Ph: +971 4 526 4674
Work Inquiries
info@abbeyroadig.com
Ph: +971 4 526 4674

1. INVESTMENT CONSULTING

Our core expertise revolves around helping families build strong and durable balance sheets

WHY IS THIS APPROACH MORE EFFECTIVE THAN WHAT PRIVATE BANKS OFFER?

  • Because we are on your side and have no conflicts of interest, our ability to produce a consolidated view and subsequent recommendations across all bank portfolios can be of tremendous benefit
  • All the banks tend to offer structured products because there are inbuilt commissions. We prefer to explore all potential investment strategies for each goal / asset class. This requires more work, which banks are often reluctant to engage in
  • We are a very experienced investment team. Everyone has been in the industry over 20 years and seen multiple boom and bust cycles, and brings that experience to enhance the relationship

ASSETS

  • Understanding the clients’ requirements, targets and profiles in order to shape a fit-for-purpose asset portfolio
  • Constructing a diversified portfolio of investments spanning multiple geographies, currencies, asset classes, liquidity and risk characteristics
  • Periodic reporting across the portfolio

RISK MANAGEMENT

  • Financial analysis and cashflow modelling to test the durability of the balance sheet in downside scenarios

CASE STUDY

Abbey Road recently worked with a family to help implement an investment plan. The result has led the family to have greater control and transparency over their money, and a game plan for the future. families build strong and durable balance sheets

ACCOUNT & DATA CONSOLIDATION

Input all holdings held across 4 private banks into our proprietary reporting system – this gave us good insight into single name, industry, geographic and asset exposures

INVESTMENT POLICY & PORTFOLIO CONSTRUCTION

In conjunction with the family, the MFO devised an overall investment policy, portfolio construction and asset allocation

EXECUTION

Implemented the required changes with all 4 banks, encouraging them to engage their research and investment teams to work on ideas, and to be clear about return expectations for each portfolio

PORTFOLIO MONITORING

Ongoing monitoring of the portfolio, with a formal monthly reporting of each bank portfolio and overall status (eliminates ability for banks to hide performance by using different time periods)

DEAL SOURCING & ALTERNATIVE INVESTMENTS

Addition of direct deals that meet family approval and are within the parameters agreed in the investment policy

COST CONTROL

Reduce unnecessary costs and charges being levied by the 4 banks and other providers

The performance has also been much better, on both an absolute and risk adjusted basis, compared to what existed prior to Abbey Road coming onboard

2. ALTERNATIVE INVESTMENTS & DIRECT DEALS

Abbey Road offers access to private market deals via co-investment. The Abbey Road founder and partners invest alongside families in every deal shown.

For all Alternative Investments and Direct Deals, Abbey Road performs the entire value chain internally

Sourcing the investment

In depth due diligence on our 3 criteria - People, Product and Potential

Financial model and valuation analysis

SPV and legal documentation

NEWLAB

Newlab is a multi-disciplinary technology centre in NYC that serves as a hardware-focused shared workspace, research lab, and hatchery for socially- oriented tech manufacturing. Current members work in fields such as robotics, connected devices, energy, nanotechnology, life sciences, and urban tech.

EAT JUST

Eat Just, Inc. is a private company headquartered in San Francisco, California. It develops and markets plant-based alternatives to conventionally produced egg products and cultivated meat products.

PIPE TECHNOLOGIES

Pipe is a Los Angeles, California-based financing platform for SaaS and other recurring revenue companies. Customers are able to swap future revenue for up-front capital, based on Pipe’s proprietary credit rating system. Pipe was recently named to Forbes Fintech 50 list for 2022.

FIREFLY

Firefly Aerospace is one of a handful of companies that have successfully launched an orbital mission (Oct 2022). The company currently specializes in launching payloads under 3 tons, with plans in development to launch up to 10 tons. Firefly has existing contracts with NASA, Northrop Grumman and other major partners.

SpaceX

SpaceX has gained worldwide attention for a series of historic milestones. It is the only private company capable of returning a spacecraft from low-Earth orbit, and in 2012 our Dragon spacecraft became the first commercial spacecraft to deliver cargo to and from the International Space Station. And in 2020, SpaceX became the first private company to take humans there as well. Click through the timeline above to see some of our milestone accomplishments.

Gecko Robotics

The world’s most advanced ultrasonic inspection robots for understanding the current condition of critical infrastructure. Our proven automated solutions collect data at an unprecedented scale, increase efficiencies, and promote safety.

Scale AI

Better data leads to more performant models. Performant models lead to faster deployment. We help deliver value from AI investments faster with better data by providing an end-to-end solution to manage the entire ML lifecycle.

RIGHTFOOT

Rightfoot is a San Francisco based financial services company that helps break apart the debt crisis for millions of Americans. The company has built complex integrations with loan servicers and developed sleek APIs that enable developers to embed debt payments into applications in days. Rightfoot has been named a Cloud 100 Rising Star by Forbes

Everykey

Securing your business starts with securing your people. At Everykey, we're committed to tackling the fundamental challenges that businesses encounter in today's digital landscape by offering a unified solution that supersedes traditional approaches.

Three Colts

Three Colts, a software company that helps brands and retailers optimize their Amazon sales. They provide tools like inventory alerts, customer service integrations, and sales analytics to tackle challenges faced by third-party sellers on Amazon. Their solutions lead to increased conversions by 200% for clients, including major brands like Samsung, Panasonic, and L’Oréal.

Cart.com

Cart.com offers an end-to-end e-commerce platform that streamlines online operations by integrating storefronts, order management, logistics, and customer engagement tools. The platform supports businesses of all sizes in efficiently managing and growing their digital sales channels.

One India Family Mart

One India Family Mart is a retail chain offering affordable fashion, lifestyle, and home products in India's Tier 2 and Tier 3 cities. It has rapidly expanded across smaller towns, becoming a popular shopping destination for budget-conscious consumers.

FREO

Freo is India’s first full-stack Neobank that focuses on providing customers with flexible and customized financial products (Savings, Investments, Loans, Credit Cards, BNPL). Today, more than 1.7 million customers use Freo’s products and services in +1,000 cities across India.

Revfin

Revfin is a technology company. It's subsidiary company (Aristo Securities Private Limited, an NBFC) provides loans to independent drivers who buy and operate passenger or cargo electric vehicles for last mile connectivity. Partnerships with EV manufacturers and dealerships Pan-India to provide point of sale financing.

Fresh To Home

We are Fresh or We Are Free Freshly caught, Chemical-free Fish & Seafood, Antibiotic & Preservative -free Chicken & Meat, Farm fresh Fruit & Veggies.

3. FAMILY LEGACY & PLANNING

Abbey Road also has extensive relationships with leading providers of Family Legacy and Planning services. We act as the central co-ordinator, ensuring the service providers meet the objectives that have been set, and on budget.

Family Strategic & Business Planning

Trust & Fiduciary Services

Tax Structuring And Coordination

Multi-Generational Planning

Family Governance Advisory

4. MERCHANT BANKING

Our network is global and built on more than 40 years of experience in the merchant banking space; Abbey Road can help facilitate client access to trusted merchant bankers around the world.

M&A Advisory Services

Private Placements & Joint Ventures

Fund Placements

Direct Co-Investments

Public Company Ipo Advisory Services

Strategic Advisory Services

Independent Board Advice

Structured Finance Advisory Services

Fairness Opinions & Valuations

Sector Research & Market Insight