Feeling our presence

This article is part of an Executive special report on wealth management and private banking. Read more stories as they’re published here, or pick up September’s issue at newsstands in Lebanon.   Roula Habis is a new managing partner at Optimum Invest, a Beirut based financial company. Formerly the general manager of Middle East Capital Group, she has 20 years of experience in financial products and joined Optimum to complement the firm’s fixed income business with her wealth management expertise. Executive sat with her to chat about the long term trends in the sector.   Optimum Invest describes itself as a boutique firm, meaning not a large player. Can a small firm offer value in wealth management?  Classical wealth management is what people describe as asset allocation and diversification. You build a portfolio of stocks and bonds and might add some private equity into it. We will have this, but our approach