Who We Are
MECHELANY ADVISORS FZE is a research firm incorporated in the United Arab Emirates.
Registration Number 4022639 Service License Number 47000873
MECHELANY ADVISORS FZE
RAK Business Centre, RAK Economic Zone
Ras Al Khaimah
United Arab Emirates
MECHELANY ADVISORS FZE
Level 41 Emirates Tower
PO Box 31303, Dubai
United Arab Emirates
+971 58 587 0888
Mechelany Advisors was initially founded in 2010 in Geneva, Switzerland, and subsequently re-located to the Middle East to become Mechelany Advisors FZE, based in the United Arab Emirates.
Our team benefits from 35 years of experience in the world financial markets as institutional money managers and macro-economic researchers.
Our expertise combines in-depth macro-economic analysis, first-hand experience of the political arena of the USA, Europe, Asia, and the Middle East, and strong technical and behavioral analysis tools.
Our total independence enables us to have an out-of-the-box approach within a systematic and exhaustive institutional analytical framework.
Research That Matters !
Research is useless unless it adds value to its readers.
Investing is all about being invested in the right space at the right time.
Bear markets do take place in equity markets every decade or so and they wipe out 40 to 60 % of investment value.
Bear markets also happen in bonds when the macro-economic environment becomes inflationary.
Capitalizing on bull phases and avoiding bear phases is key to generating positive performances.
Constrained Asset Allocations and Passive investment management have always been the main factors of Pension fund’s structural underperformance.
Agile management and dynamic asset allocation is key to delivering long term performances
Determining long-term trends and major turning points is what truly matters and only an exhaustive and holistic approach to the financial markets allows some degree of certainty in the process.
In-depth macro-economic, geo-political, valuation, flows of funds, and behavioral analyses are all needed and must be combined to paint the most accurate picture of the environment at any point in time.
MECHELANY ADVISORS RESEARCH
Through its www.mechelanyadvisors.com website, Mechelany Advisors brings its research and investment ideas to our members in the form of a subscription that can be bought online.
Our Research Services consist of :
- Research Pieces on Specific Topics,
- Articles from Newsfeeds that we see of Interest and that we single out
- Weekly Market Reviews of the main Asset Classes including a technical overview of 80 different indexes, commodities, and currency rates as well as in-depth articles on the topics of the moment. This 60 to 70- pages weekly report is sent to our subscribers in PDF Format
- Model Portfolio. Mechelany Advisors’ MODEL PORTFOLIO has been running in a fully transparent way since 2014 and as of 30th March 2020, it has delivered a 275 % cumulative performance since inception, almost quadrupling the value of the initial portfolio with not one single negative year. This represents an average performance of +23.53 % per annum over the past 6 years and 3 months, far outperforming the +1.7 % average annual return of the MSCI World Equity Index over the same period.
The purpose of Mechelany Advisors’ MODEL PORTFOLIO is to implement the investment conclusions of Mechelany Advisors’ research into a model portfolio managed according to institutional standards in terms of diversification, quality of investments, liquidity and risk management.
It also abides by a philosophy of UNCONSTRAINED ASSET ALLOCATION whereby the traditional minimum and maximum allocations to various asset classes are non-existent as some asset classes must be avoided at times depending on the stage of the economic cycle we are in.
Mechelany Advisors Membership gives subscribers full access to our Model Portfolio positions and transaction flow as well as weekly comments on our investment strategy.
- Investment Ideas. Mechelany Advisors Membership gives subscribers Full Access to our Investment Ideas and Analyses of individual stocks, currencies, and commodities trades. Our Investment Ideas enable subscribers to extract significant value from their annual subscription to our services as their fees are usually made back in one single trade with as little as US$ 10’000 investment.
Mechelany Advisors act as consultants to Private and Public Pension funds, Family offices, Trusts and foundations for the structuring of their investment schemes and their dynamic asset allocation process, providing an independent source of research and input. These services are provided through tailor-made consultancy mandates and positions on Investment Councils.
Mechelany Advisors also act as sub-advisors to several fund management companies for the proviso of research and investment advice for several investment products and investment funds. These services are provided through tailor-made research and sub-advisory mandates. We currently act as sub-advisors to fund management companies that run Global Asset allocation, Global equity, and Asian equity funds.
Major world-class financial institutions have launched investment certificates replicating our investment conclusions and Model portfolio to allow investors to benefit from our management process and performances as well as China – dedicated products such as
Founder and CEO of the company, Jacques Mechelany has over 36 years of investment management and business development experience in banking and finance in Europe, the USA, and Asia.
He held senior executive positions in finance, running banks and investment management companies for prime financial groups including Bank of China, Banque Heritage, Union Bancaire Privée, Bank Julius Baer, Barclays Bank, Kleinwort Benson, and BAII.
Partner in charge of development, Rabih Mahfouz has 21 years of experience in Private Banking and Financial Advisory services in Switzerland and the UAE with prime institutions such as Merril Lynch. Citigroup, Lloyds Bank, Union Bancaire Privée, Mirabaud, and Vontobel. His most recent position being Senior Manager at CdR Capital (Dubai), a Swiss Private Investment firm headquartered in Geneva.
Throughout his career, Rabih has advised institutions, family offices, High Net Worth Individuals, and prominent families from the GCC and the Levant. Whether through discretionary managed portfolios or in an advisory capacity, Rabih has helped his clients diversify their assets according to their needs using the full range of investment products from Equities, Cash and Fixed Income, to Hedge Funds, Private Equity and Real Estate.
Rabih graduated from the University of Geneva, Switzerland with an M.Sc. in Business Administration.
What Makes US Different ?
WE DO WHAT WE SAY
WE SAY WHAT WE DO