Discretionary Portfolio Management (DPM) and Private Investment Funds in KSA

Executive Summary

In Saudi Arabia asset management industry, public funds constitute just 32% of the total assets of SAR 500 billion (USD 133 billion), while private funds and discretionary portfolio management (DPM) constitutes of 38% and 30% respectively. In terms of performance, DPM's AUM has been range bound in the last five years, while private funds have witnessed significant growth. With the launch of new private funds overall the high net worth investors have more choices of funds to invest in. This report highlights the performance, growth, challenges and opportunities of DPM and private funds for Saudi Arabia.

Did you know?

• Asset Management in Saudi Arabia is a USD 500 billion industry
• About 70% of Discretionary portfolio management are invested in local equities and investment funds
• About 90% of Private funds are invested in Equities and Real estate, wherein the former has a majority share
• About 80 private funds were launched since 2018
• Saudi Arabia has more than 400 private funds and above 2000 discretionary portfolio management portfolios
• NCB Capital has the highest AUM for discretionary portfolio management and private funds in Saudi Arabia