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Who We Are: Redefining Wealth Management
We are a licensed investment advisory firm in UAE, focused on offering independent and unbiased advice on structured notes. We believe wealth planning requires patience, expertise, and a defined strategy. We specialise in crafting tailored strategies to meet your financial goals.
The Beginning of Quadra Wealth: A Vision Born 16 Years Ago
Quadra Wealth is headed by Khalid Shamim, a private banking veteran. Khalid’s journey in wealth management began as a Wealth Manager at Standard Chartered Bank, India. With a strong passion for financial industry, in 2008 he moved to Dubai and continued his career at ABN AMRO Bank. While working for ABN AMRO, Khalid was introduced to structured notes, a sophisticated investment tool designed only for high-net-worth clients.
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Vision
Khalid got fascinated by the potential of the product and with the vision of becoming an expert and making this available to a broader audience, especially to pre-affluent investors, he jetted off to a Private Boutique Swiss Bank in Geneva, Switzerland.
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Global Insight
After honing his skills in structured investments and learning valuable insights about global financial markets, he returned to Dubai with a clear mission.
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Guidance
In 2014, Khalid acquired Quadra Wealth. With his expertise, Khalid guides his clients to choose smarter, bespoke investment solutions for growing and protecting their wealth and helps them achieve financial security.
HOW TO INCREASE YOUR PASSIVE INCOME BY 20%, 30% OR MORE ….
SECURE A RELIABLE, PREDICTABLE INCOME STREAM IN LESS THAN 5 YEARS…
…all with JUST ONE effortless financial tweak!
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Bespoke financial strategies to Achieve Your Financial Security
With us, you can embrace today with confidence, knowing that tomorrow is well-planned and secured. Quadra means the power of four.
1. Wealth Creation
We help in building wealth for our clients through strategic asset allocation with structured notes designed to maximize returns while managing risk.
2. Wealth Growth
We ensure your wealth grows steadily by actively managing investments, reviewing and optimising your portfolios based on market variability.
3. Wealth Protection
We use proven risk management strategies to minimize volatility and protect wealth from market downturns, ensuring financial security without unnecessary exposure.
4. Wealth Transfer
Our wealth transfer strategies help clients pass on their wealth smoothly, ensuring their financial legacy is preserved for future generations.
Meet Our Expert Team
Khalid Shamim
CEO & Founder
Catherine Mckenzie
Wealth Manager
Ashfaque Azad
Business Development Manager
Your Trusted Partners in Wealth Growth
With a pulse on global market insights and emerging trends, our expert team guides you toward smarter investment decisions.