These Hafizi Group case studies represent composite scenarios drawn from actual engagements with identifying details altered. Specifics have been modified to protect client confidentiality whilst preserving the analytical substance of each engagement. Returns reflect documented outcomes but timelines and structures have been modified to preserve confidentiality.
We present these reports as evidence of investment discipline applied consistently: rigorous analysis, conservative structuring and a commitment to alignment with long-term objectives.
A family holding £180 million concentrated in listed equities and UK commercial property approached Hafizi Group following a business sale. Previous advisor recommended remaining liquid. This was a reasonable suggestion for short-term needs but proved inadequate for generational capital.
Portfolio correlation analysis revealed 0.78 correlation between equity and property holdings during stress periods. Their liquidity requirements totalled £8 million annually for family distributions and expenses. The remaining £172 million could tolerate illiquidity in exchange for return premiums.
Hafizi Group constructed a five-year deployment programme allocating 40% to private markets: three buyout fund commitments with established sponsors, two private credit strategies focused on European direct lending and one emerging markets private equity fund with demonstrated downside protection. We negotiated co-investment rights on two commitments, reducing blended fees by 110 basis points.
Three years into deployment, private allocations generated 14.7% IRR versus 8.3% on public equity holdings. Portfolio volatility declined 23% despite perceived illiquidity. Family now views alternatives as a stable portfolio foundation, rather than a diversification experiment.
Multi-generational family with operating business interests in UAE sought to deploy £240 million in accumulated profits. Desired growth-oriented investments in European and Asian markets whilst maintaining tax efficiency and estate planning flexibility.
Direct investment from UAE entities would trigger withholding complications in European jurisdictions. Pure UK structures would sacrifice UAE tax advantages. Solution required multi-jurisdiction architecture balancing legal certainty, tax efficiency, and succession planning.
Established parallel holding structures: English trust for liquid securities and European private investments, DIFC vehicle for Asian and MENA allocations. Coordinated with family’s existing counsel to ensure structures integrated with broader estate planning. Hafizi Group helped this family deploy capital across 18 months into global equity portfolios, Asian growth funds and European real estate partnerships.
Portfolio operates seamlessly across jurisdictions with consolidated reporting. Legal structures survived two family succession events without forced liquidations. Effective tax rate on cross-border investments: 4.2%. Administrative overhead: manageable.
Past performance does not guarantee future results. All investments carry risk of loss. Case studies do not constitute investment recommendations.