Beltone Financial Holding is one of the fastest growing investment banks in the Middle East and one of the region’s leading financial services firms. Beltone serves investors in the world’s most exciting investment market, outranking every other investment bank in the Middle East for year-on-year growth since its inception in 2002. The focus of Beltone’s strategy is innovation and product differentiation.
Headquartered in Cairo, Egypt, Beltone Financial was founded by pioneers of the financial services industry and, attracting some of the brightest brains, has gown to a staff of almost 300 .Offices have been established in New York, Saudi Aarabia Dubai, Doha, and Tripoli.
Institutions, banks and high-net-worth investors in Egypt and the Middle East, Europe, North America and Asia are offered a full range of services including Investment Banking, Asset Management, Securities Brokerage, Research, Capital Markets and Private Equity investment. Clients benefit from portfolio management for all-risk profiles, investment horizons and fixed-income products, mutual funds and money market funds.
Beltone Asset Management launched the first money market accounts denominated in USD, Euro and EGP in Egypt, in affiliation with Banque Misr and Egypt Post; the First 401(k)-type tax-efficient savings plan; the first regional hedge fund; the MENA Equity Fund, which invests in listed equities across the region and v arious investor funds in partnership with banks in Egypt, such as HSBC, Suez Canal Bank and ABC Bank. Assets under management currently exceed USD 3.7 Billion.
Beltone Investment Banking has closed deals worth more than USD 7.5 Billion across the Middle East with clients that include: Ghabbour Auto; Orascom Hotels and Development; Wind Weather investments, and Celtel-Vodafone in Egypt, and Medgulf Insurance Company; SAICO; ACIG and Al-Ahlia Cooperative Insurance Company in Saudi Arabia, and DAMAC in Dubai.
Beltone's Brokerage was ranked #1 in trading for the first half of 2008. Private Equity has almost USD 300 million invested and Beltone’s Research Department conducts extensive research and analysis of the more than 50 of the region’s most actively-traded companies from Morocco to Lebanon and Oman, distributed to clients in more than 30 countries, enabling clients to make investment decisions based on an unmatched source of corporate knowledge.
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