Theia Investments
DFSA-regulated multi-family office in DIFC, Dubai (Category 3C licence) offering wealth management, family office advisory, private markets and hedge fund access.
Identity
- HEADQUARTERS
- Dubai, United Arab Emirates
Investment approach
- STRATEGIES
- Private equityHedge fundsReal estate
Overview
Theia Investments Limited describes itself as a multi-family office in the Dubai International Financial Centre, regulated by the DFSA under a Category 3C licence. It offers asset allocation and portfolio management on an open-architecture basis, wealth and estate planning, consolidated reporting (powered by Masttro), Lombard and real-estate financing, and access to private equity, pre-IPO deals and hedge funds. Client assets are held in the client's name with custodian banks. It cites Azimut and SYZ as supporting institutions for research and advisory. GLEIF records the legal entity in DIFC from November 2023.
People
- Udayan GoyalFounder and Board Member; Investment Committee member · source
- Riccardo FarisiChief Investment Officer; Investment Committee member · source
- Charles-Henry MonchauChief Investment Officer; Investment Committee member · source
- Matteo StefanelIndependent Investment Committee member · source
- Maarten De WitIndependent Investment Committee member · source
- Manish AgarwalExecutive Director, Portfolio Management · source
- Akhil KumarExecutive Director, Portfolio Management · source
- Nilofer ThajudeenExecutive Director, Portfolio Management · source
- Sumit WadhwaFounder and CEO · source
- Christopher John FollIndependent Board Member · source
- Nabil KassemIndependent Advisory Committee member · source
- Richard Harold DallasIndependent Advisory Committee member · source
- Shane Jeffrey HappachIndependent Advisory Committee member · source
Frequently asked questions
Theia Investments is a multi family office based in Dubai, the United Arab Emirates.
Theia Investments does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes private equity, hedge funds and real estate.
Key people at Theia Investments include Sumit Wadhwa (Founder and CEO), Udayan Goyal (Founder and Board Member; Investment Committee member), Christopher John Foll (Independent Board Member) and Riccardo Farisi (Chief Investment Officer; Investment Committee member).