Latest news with #EquityStory


Zawya
7 days ago
- Business
- Zawya
Bahrain Bourse and Middle East Investor Relations Association hold workshop on IR strategy formulation
As part of Bahrain Bourse's ongoing efforts to promote best practices in Investor Relations (IR) across the Kingdom of Bahrain, Bahrain Bourse (BHB), in collaboration with the Middle East Investor Relations Association (MEIRA), hosted a dedicated workshop titled ' IR Strategy Formulation & Creating a Compelling Equity Story.' The workshop was attended by over 40 IR professionals and stakeholders representing listed companies and the broader investment community. The workshop forms part of MEIRA's and Bahrain Bourse's shared commitment to advancing IR excellence, equipping listed companies with practical knowledge to refine their investor engagement strategies and build a compelling investment narrative. Led by Sara Shadid, Founder & CEO of Pivot Advisory and a former banker and seasoned IRO, the workshop offered participants a deep dive into the fundamentals of developing robust IR strategies, with a particular focus on crafting a compelling equity story that resonates with the investment community. Attendees gained hands-on insights and practical frameworks to enhance their IR functions and better communicate their company's value proposition to current and prospective investors. Marwa AlMaskati, Senior Director of Partnership Development, Sustainability & Communications – Bahrain Bourse and MEIRA Board Member, commented: 'At Bahrain Bourse, we remain committed to raising the standard of Investor Relations practices across Bahrain's capital market. This workshop is part of our continued efforts to empower listed companies with the tools and methodologies needed to articulate their growth story effectively. Through our collaboration with MEIRA, we aim to further enrich the IR landscape and cultivate a community of practice that drives meaningful investor engagement.' Paolo Casamassima, Chief Executive Officer – Middle East Investor Relations Association (MEIRA), added: 'The Bahrain Chapter of MEIRA, in partnership with Bahrain Bourse, has been instrumental in fostering an ecosystem where IR professionals can share expertise and evolve collectively. This workshop reflects our mission to support the strategic development of IR capabilities and to nurture a dynamic dialogue between issuers and the investment community across the region.' Since its inception in April 2019, the MEIRA Bahrain Chapter, jointly launched by Bahrain Bourse and MEIRA, has served as a key platform for advancing Investor Relations in the Kingdom. This collaboration has resulted in a series of impactful initiatives, including regular IR workshops, chapter meetings, and knowledge-sharing sessions. In line with these efforts, Bahrain Bourse also launched the Investor Relations Best Practice Guide in 2021, providing listed companies with updated frameworks and actionable tools to strengthen their investor communication and transparency practices. Bahrain Bourse also hosted the Middle East Investor Relations Association (MEIRA) Annual Conference in 2023. Through these initiatives, Bahrain Bourse and MEIRA continue to provide listed companies with the resources and platforms necessary to enhance transparency, foster stronger investor relationships, and elevate the overall standard of IR across the Kingdom.


Zawya
10-04-2025
- Business
- Zawya
UAE-based, Capital Haus CEO appointed Executive Chairman of ASX-Listed Equity Story Group
Dubai, UAE – UAE-based financial concierge firm Capital Haus has announced the appointment of its Founder and CEO, Brendan Gow, as Executive Chairman of Equity Story Group Ltd. (ASX: EQS), the Australian-listed investment advisory and financial media firm. The appointment follows Capital Haus's strategic acquisition of an 11.6% stake in Equity Story, further strengthening the firm's global presence and reinforcing its bold approach to scaling through international acquisitions, a strategy still uncommon in the UAE's financial services sector. This milestone also reflects a broader industry shift: UAE-based boutique firms are increasingly driving global investment strategy, leveraging the nation's role as a financial gateway between East and West. With over 68,000 high-net-worth individuals (HNWIs) now residing in the UAE, the country is evolving into a launchpad for internationally connected wealth firms. ' We're entering a new era of investor expectations, where affluent clients demand both direct access to global opportunities and bespoke financial guidance,' said Brendan Gow, Chief Executive Officer of Capital Haus. ' This partnership reflects the future of wealth management in the UAE: globally connected, research-led, and client-first in every respect. ' Headquartered in the United Arab Emirates, with offices in Zurich and Australia, Capital Haus offers concierge-style wealth management, a highly personalised, high-touch model that blends advisory services, cross-border tax structuring, and exclusive investment access for HNWIs, family offices, and institutions. The appointment positions Equity Story for a new phase of growth, as it evolves from a research-focused equities platform into a next-generation investment advisory group. Under Gow's leadership, Equity Story will expand its offering to serve both self-directed investors and those seeking full-service advisory, bridging traditional research with concierge-level investment solutions. ' Equity Story has built a loyal following based on trust and insight,' Gow added. ' Our vision is to integrate that foundation with Capital Haus's international infrastructure and financial concierge expertise, giving investors in the UAE, Australia, and beyond access to smarter, more personalised wealth pathways. ' Shane White, Chief Executive Officer of Equity Story Group, commented: 'Brendan's appointment brings leadership, clarity, and ambition. His track record in building multi-market investment platforms is exactly what we need to take the business to the next level.' Capital Haus currently manages over AED 2,441,565,500 million in client assets and recently surpassed $1 billion in total assets under management (AUM) globally. The firm has grown rapidly by identifying strategic acquisition targets that complement its high-net-worth client model, a fast-track growth approach that remains rare in the UAE but is core to Capital Haus's business DNA. This alignment also introduces new capabilities for UAE-based investors, including direct access to global public equities research, high-growth private markets, and a broader suite of cross-border investment tools. ' This is not just a leadership appointment, it's a reflection of how we see the future of wealth management,' Gow noted. ' More firms in the region will need to adopt an agile, acquisition-led approach if they want to deliver real value and innovation to their clients. The UAE is ready for that. ' As the region continues to establish itself as a global hub for wealth, innovation, and entrepreneurship, Capital Haus is positioning itself not only as a service provider, but as a visionary investor reshaping the future of wealth in the UAE and beyond. About Capital Haus Founded in 2021, Capital Haus is a global financial concierge service specializing in wealth management, corporate advisory, and funds management. With a presence in Australia, United Arab Emirates, and Switzerland, the firm combines global expertise with local insight to provide bespoke financial solutions tailored to high-net-worth individuals, family offices, and corporate institutions. Capital Haus takes a client-first approach, offering high-touch, concierge-style wealth management that extends beyond traditional financial advisory models. The firm is committed to precision, innovation, and financial empowerment, ensuring clients receive personalized strategies designed to optimize and preserve their wealth. With a vision to become the most trusted partner for wealth creation and preservation globally, Capital Haus continues to expand its service offerings, leveraging cutting-edge technology, exclusive investment opportunities, and a hands-on approach to financial education. For more information, visit


Zawya
06-03-2025
- Business
- Zawya
UAE's Capital Haus acquires 11.6% stake in Australia-listed Equity Story
UAE-based wealth management firm Capital Haus has acquired an 11.6% stake in Equity Story, a financial media and investment advisory firm listed on the Australian Securities Exchange (ASX). The UAE firm acquired 19,230,770 shares at 2.6 Australian cents per share, which will be escrowed for 12 months from issue, along with 12,820,513 options at an exercise price of 5 cents, expiring in December 2026. 'The transaction not only strengthens Capital Haus' position as a financial concierge leader in the UAE, but also creates new investment pathways for clients looking to maximise their returns in diverse global markets,' said the company, which has offices in Dubai, Australia and Switzerland. As part of the investment, Capital Haus' Founder and Managing Director Brendan Gow has joined the board of Equity Story as an executive director responsible for operations. Capital Haus specialises in tailored wealth management for high-net-worth individuals (HNWIs) and corporate investors. (Writing by Cleofe Maceda; editing by Seban Scaria)


Zawya
05-03-2025
- Business
- Zawya
Capital Haus secures strategic stake in Equity Story, unlocking new investment opportunities for UAE investors
Dubai, UAE – Capital Haus, a UAE-based financial concierge firm specializing in tailored wealth management for high-net-worth individuals (HNWIs) and corporate investors, has acquired an 11.6% strategic stake in Equity Story Group Ltd (ASX: EQS). This investment marks a pivotal moment for Capital Haus, propelling the firm's total assets under management (AUM) beyond $1 billion and reinforcing its position as a leader in exclusive, high-touch wealth management solutions in the UAE and beyond. As part of the investment, Brendan Gow, Founder and Managing Director of Capital Haus, has been appointed as an Executive Director on the Board of Equity Story Group, further reinforcing Capital Haus's influence in global financial markets. With over 17 years of experience in international investment strategy, wealth management, and corporate finance, Gow's appointment signals a new phase of strategic expansion aimed at delivering alternative investment solutions to UAE-based investors seeking diversified, high-growth opportunities beyond traditional markets. With the UAE's emergence as a leading global wealth hub, investors are increasingly looking for alternative asset classes, cross-border investment access, and concierge-style financial services that go beyond conventional banking. This partnership between Capital Haus and Equity Story provides a powerful synergy, enabling UAE-based investors to tap into exclusive private market investments, equity trading insights, and bespoke financial planning tools. Brendan Gow, Founder & Managing Director of Capital Haus, commented: " This investment aligns perfectly with our vision of offering UAE-based investors a high-touch, bespoke wealth management experience that combines global financial intelligence with local market expertise. The future of private wealth is moving beyond traditional models, investors now demand direct access to exclusive opportunities, strategic tax structuring, and tailored financial solutions that preserve and grow their assets. Through our strategic stake in Equity Story, we are not just expanding our global reach but also creating a gateway for UAE investors to diversify their portfolios and capitalize on high-growth opportunities across international markets." The UAE continues to attract significant capital inflows from HNWIs, family offices, and institutional investors, with a growing demand for boutique-style financial concierge services that provide tailored, hands-on investment management. This investment reinforces Capital Haus's commitment to redefining wealth advisory in the region, bridging the gap between high-net-worth individuals and exclusive global investment opportunities. Equity Story Group, an Australian-listed financial media and investment advisory firm, offers market research, investor education, and wealth management services to a global audience. The collaboration with Capital Haus strengthens both firms' ability to provide premium investment insights and private equity access to sophisticated investors in the UAE. Capital Haus has acquired 19,230,770 shares in Equity Story, which will be voluntarily escrowed for 12 months, along with 12,820,513 options at an exercise price of 5 cents, expiring in December 2026. The transaction not only strengthens Capital Haus's position as a financial concierge leader in the UAE but also creates new investment pathways for clients looking to maximize their returns in diverse global markets. With this latest expansion, Capital Haus continues to redefine private wealth services in the UAE, offering high-touch investment management, access to exclusive financial structures, and customized portfolio strategies designed for sophisticated investors. About Capital Haus Founded in 2021, Capital Haus is a global financial concierge service specializing in wealth management, corporate advisory, and funds management. With a presence in Australia, United Arab Emirates, and Switzerland, the firm combines global expertise with local insight to provide bespoke financial solutions tailored to high-net-worth individuals, family offices, and corporate institutions. Capital Haus takes a client-first approach, offering high-touch, concierge-style wealth management that extends beyond traditional financial advisory models. The firm is committed to precision, innovation, and financial empowerment, ensuring clients receive personalized strategies designed to optimize and preserve their wealth. With a vision to become the most trusted partner for wealth creation and preservation globally, Capital Haus continues to expand its service offerings, leveraging cutting-edge technology, exclusive investment opportunities, and a hands-on approach to financial education. For more information, visit