02 · Mandates & Advisory
Fiduciary architectureBuilt for institutions, companies, families and private investors. We structure, protect and grow capital with research-led discipline and the conviction to act before the market does.
Discretion, governance, and decisive capital allocation.
Advising companies, families and institutions in Egypt, with governance built into every mandate.
Each business line works on its own and alongside the others, so a client can move from a portfolio to a fund, a private investment or a transaction under one standard.
Portfolios managed around each client's objective across equity, fixed income and balanced strategies, for institutions, companies and private investors.
Licensed to manage mutual funds, Zaldi runs funds in US dollars, euros and Egyptian pounds, from a daily money market fund to Egyptian equities.
Financial restructuring, financial engineering and capital raising for companies, delivered through Zaldi's advisory arm, Elite Consultancy House.
Deal-by-deal investments in companies with strong products that need stronger management to grow, consolidate or restructure, alongside a consortium of investors.
Weekly coverage of Egyptian stocks and the economic news that moves them, valued by investors for being timely, concise and practical.
A dedicated compliance department keeps every activity within the FRA's rules, with client data kept confidential and the client always first.
From the first meeting to the quarterly review, every mandate follows the same four stages, so you always know what we are doing with your capital and why.
We meet you to set objectives, horizon, liquidity needs and appetite for risk, and write them into an investment policy.
Deliverable: Investment policy
We spread capital across asset classes, sectors and maturities, and choose each holding with fundamental and technical analysis.
Deliverable: Allocation plan
Our execution team trades through the most reputable brokerage firms in Egypt to get the best result for your portfolio.
Deliverable: Executed portfolio
We track performance against benchmarks and your objectives, review each holding, and rebalance as markets change.
Deliverable: Performance reports
“In a market defined by volatility, capital does not need more speculation. It needs structural certainty. Closing that gap is the reason Zaldi exists.”
Speak directly with our partners about a portfolio mandate, a fund investment, private equity or a corporate transaction.
