Invest like the ultra-wealthy do.
Lasting relationships, with a dedicated advisor.
Each of our clients’ get access to a dedicated financial advisor who puts your best interests first.
Your financial advisor will help you create a personalized financial plan, tailored to your objectives, and provides ongoing support throughout your financial journey.
Beyond traditional assets — unlock the superpowers of private markets
Earn daily interest
Grow your cash every single day—no waiting, no wasted potential.
No lock-in period
Deposit or withdraw anytime with full liquidity, no lock-ups or penalties.
Bank-beating returns
Earn significantly more than traditional bank rates—your cash should work harder for you.
Explore for yourself - no commitments, no barriers.
Step 01
Define your financial goals
We’ll help you set clear short- and long-term financial objectives tailored to your goals.
Step 02
Outline your current wealth
We’ll asses your current financial situation to give you a clear picture of where you stand.
Step 03
Receive a personalized strategy
We’ll create a personalized plan to reach all your goals with a clear investment strategy.
Briefcase is a trusted platform providing certified financial advisors and private wealth management services for HNWIs across the UAE, for both individuals and businesses.
Whether managing personal wealth or consulting for your company, our certified experts deliver tailored solutions to simplify and enhance your financial journey.
As a trusted platform, we specialize in innovative private wealth management services and offer access to experienced financial advisors to ensure clarity and confidence every step of the way.