Ali Al-Khaldi

Private Wealth & Family Office Executive | Multi-Asset Portfolios, Private Equity & Real Estate | Board Advisor 

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About

I build and run multi-asset portfolios for families and institutions in Saudi Arabia — public markets, private equity, sukuk, and real estate — and I have spent 18 years doing it inside HSBC, SAB Invest, SNB Capital and a family investment trust. What I actually do: • Manage a diversified family portfolio spanning 48 properties and 124+ active contracts across Riyadh, the Eastern Province, Qatar and Oman, plus private equity, structured products and Shariah-compliant fixed income. • Built and rebuilt the business development and sales coverage for SNB Capital across Riyadh and the Eastern Province, serving HNW and UHNW families through IPOs, private placements and CMA-regulated mandates. • Led the client migration for HNW portfolios and brokerage accounts in the HSBC Saudi / Alawwal Invest merger that created SAB Invest — delivered on schedule with service continuity intact. • Advise Artane Partners on capital raising for growth-stage and mid-market companies across GCC, European and US institutional markets. I work best where capital allocation, governance and real assets meet: family offices, private wealth platforms, and real estate investment vehicles. If you are building or restructuring something in that space, I am open to board, advisory and executive conversations

Experience

  • Member of the Board of Advisors at Artane Partners
    2026 – Present

  • Managing Partner — Private Investments & Real Estate at AlKhaldi Family Investment Trust
    Mar 2013 - Present · 13 yrs 9 mos

  • Investment Committee Member — Real Estate Funds at SNB Capital
    Apr 2023 - Apr 2024 · 1 yr 1 mo

    . Engaged on a defined one-year mandate, based between Dammam and Riyadh, to support SNB Capital's integration of Samba Capital's real estate fund operations following the SNB-Samba merger. • Joined the investment committee covering three real estate income funds undergoing performance challenges during the integration period, contributing hold/exit and repositioning analysis based on prior fund-level experience. • Contributed analysis and recommendations across all three funds' Investment Committees, informing Board-level decisions on performance and strategic direction. • Supported restructuring of the business development function across Riyadh and the Eastern Region during the integration period. • Concluded the engagement at the agreed one-year mark to return full focus to family real estate and investment operations following completion of the reorganization.

  • Wealth & Asset Management Integration Lead at SAB Invest
    Sep 2022 - Apr 2023 · 8 mos

    I was seconded from HSBC Saudi Arabia to oversee a strategic merger between HSBC Saudi and Alawwal Invest, resulting in the formation of SABInvest — a new wealth and asset management entity. My role focused on leading the client migration process for high-net-worth portfolios and brokerage accounts, coordinating across legal, technology, operations, and compliance teams. Despite significant challenges — including system integration complexities, tight regulatory timelines, and client retention concerns — we delivered the project on schedule while maintaining seamless service continuity.

  • Investment Manager — Real Estate & Multi-Asset Funds at HSBC Saudi Arabia
    Jun 2015 - Sep 2022 · 7 yrs 4 mos

    Focused primarily on the operational team of a Shari'ah-compliant real estate income fund targeting blue-chip logistics assets across Saudi Arabia and the UAE, with a 7% target annual income and 10% target IRR. • Concurrently contributed to six additional fund mandates spanning equity and fixed income strategies, supporting portfolio construction, performance monitoring, and Investment Committee reporting across a diversified multi-asset platform. • Led hold-versus-exit analysis for the logistics fund during a period of overlapping pressures — new sector regulations, COVID-19 tenant disruption, and rising financing costs — comparing early disposal at depressed pricing against extending the fund term to preserve intrinsic value. • Supported the Board-approved decision to extend the fund's term rather than liquidate, preserving investor distributions and enabling asset recovery as market demand improved. • Contributed to CAPEX/OPEX oversight and financing cost management for the logistics fund during a period of sharply rising post-COVID financing costs, supporting cost-control measures that preserved fund performance. • Contributed to the preparation of Board-level reporting and investment recommendations across all seven fund mandates — real estate, equity, and fixed income — supporting senior management and Investment Committee decision-making. • Managed multi-asset investment portfolios, overseeing construction, rebalancing, and performance monitoring against fund mandates. • Led capital raising, institutional investor outreach, and due diligence for private capital transactions. • Key member of the HSBC–SAB Invest integration committee, unifying investment and relationship management protocols.