How a wealth manager structured for institutional capital

Fortis Arbor is a boutique Dubai wealth manager serving high-net-worth families. The founder needed a group structure that could carry an institutional investor and an operational layer that would scale with the business.

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Structuring for growth and capital

Cosmos designed and implemented the group: a new holding company in ADGM above the existing Dubai operating entity, brought together through a share-for-share exchange, with two SPVs added for private market transactions.

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Intercompany agreements and transfer pricing

Cosmos drafted the intercompany services agreements between the entities and prepared transfer pricing documentation to local and OECD standards. Each cross-entity charge is documented and aligned with how the group operates day to day.

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Group accounting and tax filing

Cosmos took over the accounting and tax filings for all the entities under one engagement. Monthly close runs across the group on a single cadence, and consolidated management accounts are available on demand.

With the structure in place and the operational layer running, Fortis Arbor is positioned for the capital raise the growth plan requires.

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