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Skybridge Advisory
CMA Licensed · No. 20200000272

Tailored Portfolios

Built around your jurisdictions, not a model off the shelf.

Built around your jurisdictions, your income, and the risk profile you actually carry. We design the structure first. Then we invest within it. CMA-licensed advisory from Dubai.

CMA-licensed · Licence No. 20200000272 · AY-audited operating record

The Problem

Most portfolios are built backwards.

Generic models start with products and fit your life around them. That works when wealth sits in one country and one currency. It falls apart when it does not.

Industry Default
Built top-down
01Product
02Allocation
03Strategy
04You
Skybridge
Built bottom-up
01You
02Jurisdictions
03Strategy
04Product

Start with the shelf. You are the afterthought, squeezed into whatever model is already on the page.

Generic modelsOff-the-shelf allocations ignoring tax residency and currency exposure.
Product-ledAdvisors recommend what they sell, not what fits.
FragmentedMultiple advisors, no coordinated view of the whole.
Blind spotsCRS, substance & withholding fall between the cracks.

Start with you. Products are the last decision, chosen to serve a strategy that already fits.

Principal-firstResidency, family and horizon set the brief, not the shelf.
Jurisdiction-awareCRS, substance and withholding modelled up front.
One viewA single coordinated picture across every advisor.
Product lastSelection serves the strategy. Never the other way round.
Our Approach

Structure first. Then invest.

We design the vehicle (direct, SPV, holding, trust) before we choose what goes in it. The structure is decided by your jurisdictional reality, not by a product catalogue.

01
Chapter I

Jurisdictional portfolio design

Every allocation accounts for where you live, where assets sit, and the regulatory framework governing each jurisdiction.

Residency · Tax · Substance
02
Chapter II

Cross-border tax structuring

Portfolios built to manage withholding drag, align with CRS positions, and meet substance requirements across jurisdictions.

CRS · Withholding · Substance
03
Chapter III

Multi-currency architecture

Strategic exposure across currencies, with hedging frameworks that account for your income, liabilities, and spending patterns.

FX · Hedging · Liabilities
04
Chapter IV

Consolidated reporting

One view across all holdings, all jurisdictions, all asset classes. No reconciling three reports from three advisors in three countries.

One view · Custody · Reporting
Four Strategies

Choose the entry point that fits your situation.

Each strategy is a distinct mandate with its own risk profile, time horizon, and liquidity expectation. Click a card to open the detail view; speak to an advisor to refine the fit.

Strategies are illustrative and indicative only. Actual mandates are constructed individually following a CMA-required suitability assessment. Past performance is not a reliable indicator of future results.

How It Works

From first call to active portfolio.

Interactive Tool

What should your allocation actually look like?

Four inputs, one framework. Map your allocation across jurisdictions in 60 seconds, then have the written version walked through with an advisor.

Investment horizon
Target annual return
Income need
Jurisdictions (countries)
Questions

Common Questions

Private one-on-one meeting with a Skybridge Advisory partner
30-min Wealth Strategy Session

Walk away with a written portfolio review. Whether or not you engage.

In 30 minutes we map your jurisdictions, your goals, and your constraints. You leave with a written portfolio review the team would walk you through on a follow-up call.

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CMA-Licensed · Licence No. 20200000272 · Dubai, UAE · AY-audited operating record