INDEX & Cie

Overview

Index & Cie describes itself as fully independent, with investment research and portfolio-management decisions handled in-house. The firm works with individual investors, family offices, and institutional clients, and states that it deals exclusively with professional clients.¹

History

Index & Cie was established in 2015 in the Dubai International Financial Centre. The Dubai Financial Services Authority lists Index & Cie Limited as a DIFC company with reference number F002641 and a licence date of 21 December 2015.²

Leadership

Michael Reza Pacha is Chairman and Founder. Tommaso Leodari is Chief Investment Officer. The firm reports that its investment professionals have managed capital for individuals, families, and institutions across the US, UK, Europe, East Asia, and the Middle East.³

Services

Index & Cie provides discretionary portfolio management, investment advisory, execution, fund management, public-market investing, crypto investments, and selected real-estate projects. Its public-market strategies may include equities, bonds, currencies, derivatives, funds, commodities, and other listed instruments.¹

The firm offers Conservative, Balanced, and Global Value discretionary mandates designed for different risk and return profiles. Its real-estate offering is developed through partnerships with local developers involved in exclusive projects in the region.⁴

What the firm offers

• Investment management

Client Focus

Index & Cie serves individual investors, family offices, and institutional clients that qualify as professional clients under its stated client policy.¹

Approach

Index & Cie says its investment process combines macroeconomic analysis, bottom-up research, and quantitative analysis with a modern interpretation of Value Investing.¹

The firm states that it is licensed under DFSA guidance to offer crypto tokens that meet the regulator’s assessment guidelines and rules.⁴

Regulation

The DFSA register authorises Index & Cie Limited for managing assets, advising on financial products, arranging deals in investments, arranging custody, and specified credit-related services.²

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.