Global wealth platform
A global wealth platform built by entrepreneurs
Market Securities Wealth delivers institutional infrastructure, operational support, and an independent investment committee for investment managers, external advisory partners, and investors.
Market Securities Wealth is a trading name of Market Securities (Dubai) Limited (“MSD”). MSD is regulated by the Dubai Financial Services Authority (“DFSA”).
Our Community
Supporting investment managers, external advisory partners, and investors
Market Securities Wealth supports investors, investment managers and external advisory partners through a modern platform that provides institutional infrastructure with flexibility to suit different operating models.
Investors
Access | Clarity | Confidence
Access institutional capabilities through trusted relationship managers.
- Advisory, discretionary and execution-only services
- Direct access to experienced investment managers
- Transparent reporting and full portfolio visibility
- Secure digital access to portfolio information
- Access to curated off-market opportunities
Investment and Relationship Managers
Build | Retain | Scale
A platform designed to help you build your client book, retain relationships and scale internationally.
- Retain ownership of client relationships
- Scale your business across jurisdictions
- Deliver consistent reporting and client service
- Streamline onboarding and operational workflows
- Access institutional investment oversight
- Support long-term client retention through robust infrastructure
External Advisory Partners
Distribution | Efficiency | Access
Infrastructure designed to support distribution growth, operational efficiency and access to global markets.
- Expand distribution through established institutional infrastructure
- Improve operational efficiency with integrated middle- and back-office support
- Access global custody and cross-border capabilities
- Deliver scalable, white-label client reporting
- Operate within an established regulatory and compliance framework
Why Market Securities Wealth?
Institutional infrastructure with an entrepreneurial wealth mindset
Market Securities Wealth combines the strength of an established financial services group with a flexible model designed for external advisory partners, relationship managers with an existing client base, and investors.
Institutional Governance
Operates within the Market Securities Group, providing a regulated international financial services infrastructure with established governance and compliance oversight.
Independent investment oversight
An experienced investment committee provides independent oversight across strategies, risk management and asset allocation.
Global onboarding
Structured global account opening support, enabling efficient client onboarding across jurisdictions and operating models.
Operational infrastructure
Access to institutional-grade technology, reporting frameworks and operational support designed to support scalable growth.
Trusted infrastructure
Built on established financial partnerships
Market Securities Wealth combines entrepreneurial wealth advice with institutional strength. Through our relationship with BNY Pershing, clients benefit from secure custody, operational resilience and access to global markets, while retaining the flexibility and open-architecture approach that define MSW.
It is this combination of trusted infrastructure and entrepreneurial independence that allows us to offer a more agile approach to modern wealth management.
Platform support by role
How we support you
Market Securities Wealth supports different offerings across external advisory partners, relationship managers and investors. Select your role to explore how the platform supports your specific needs.
Step one.
Initial discussion
Assess existing wealth composition, objectives, and investment requirements.
Step two.
Frictionless onboarding
Direct access to a fully dedicated onboarding team, ensuring a seamless account opening experience.
Step three.
Asset transition
Support for asset transfers from other custodians.
Step four.
Investment oversight
Dedicated investment manager, independent insights and secure portal access to monitor performance.
Step one.
Strategic onboarding
Understand your operating model, client base and objectives to define a structured onboarding approach.
Step two.
Seamless integration
Align operational workflows, onboarding requirements and supporting technology.
Step three.
Client migration & continuity
Coordinate custody setup, documentation and account transitions to maintain continuity.
Step four.
Ongoing partnership
Operate independently while benefiting from institutional support, oversight and reporting.
Coming Soon
Initial discussion
Understand your operational structure, client base, asset classes, and white-labelling requirements.
Coming Soon
Platform setup
Training on a modern portfolio management system, including white-labelled client reporting.
Coming Soon
Client transition
Structured client onboarding, including custody setup, documentation, and account opening.
Coming Soon
Ongoing platform support
Independent operations with integrated support, modern portfolio technology and secure client access.
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