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About Company

Establishment of Osool & Bakheet Investments

The First Financial Market Institution to be Established and Listed on the Saudi Stock Exchange on November 7, 2023, with the Symbol 9586

Company Overview

Established under the Articles of Association issued on 20/11/1425H (corresponding to 01/01/2005G) and registered in the Commercial Register under No. (1010219805) on 02/05/1427H (corresponding to 29/05/2006G), the company’s current actual activities are:

  • Dealing as principle and agent
  • Investment Fund Management
  • Discretionary Portfolio Management
  • Arranging
  • Custody

The company is a result of the merger of Bakheet Investment Group with Osool Capital Company. This merger was approved by the Extraordinary General Meeting held on 01/04/2014 (corresponding to 01/06/1435H) and by the Capital Market Authority Board Resolution No. (5-48-2013) and dated 23/01/1435H (corresponding to 26/11/2013G). The merger resulted in a change of name from Osool
Capital Company to “Osool & Bakheet Investment Company”.

Investment Highlights

Osool & Bakheet Investment Company invests in various sectors, most notably in Mubadara Al-Ibadah Company. Mubadara Al-Ibadah Company owns a digital brokerage platform for financing, which is a specialized product for providing digital brokerage services for financing (Brokerage Digital). Creativity
future company obtained a license to operate in the second quarter of 2023, and it is the first company to obtain such a license in this field from the Saudi Central Bank. Visit the platform website here

Main Activities of the Company

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Securities Trading

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Securities Custody Services

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Investment Management and Fund Operation

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Investment Management

Strategic Objectives

Providing Customer Service

By maximizing the value and profitability that can be achieved from investments within high standards of credibility and professionalism.

Services and Products

Offering innovative and integrated investment services and products to clients through an advanced system.

Standards

Enhancing transparency and governance standards in all our activities and investment products.

Distinctive Brand

Building a distinctive brand for "Osool & Bakheet" Investment Products/Services

Investor Relations

Company Management

Abdullah Al-Khurayef

Chairman

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Abdulrahman Al-Yahya

Vice Chairman

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Khaled Al-Mousa

Member

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Beshr Bakheet

Member

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Wael Al-Sarhan

Member

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Mazin Al-Dawood

Member

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Abdullah Al-khurayef

Chairman

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Abdulrahman Al-Yahya

Vice Chairman

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Mazin Al-Dawood

Member

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Wael Al-Sarhan

Member

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Beshr Bakheet

Member

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Khaled Al-Mousa

Member

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Mutual Funds in Financial Markets

Osool & Bakheet Saudi Trading Equity Fund

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Osool & Bakheet
IPO Fund

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Osool & Bakheet IPO Trading Fund Sharia Compliant

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Osool & Bakheet Parallel Market Trading Equity Fund

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Osool & Bakheet Saudi Trading Equity Fund

Date Unit Price
As of 18 July 2024 4.7825

Unit Price

Performance

One Day Month To Date Year To Date One Year Two Years Fund Start To Date
0.2% 1.5% 8.1% 13.9% 33.9% 378.3%

Osool & Bakheet IPO Fund

Date Unit Price
As of 18 July 2024 3.8114

Unit Price​

Performance

One Day Month To Date Year To Date One Year Two Years Fund Start To Date
0.1% 1.3% 13.4% 13.9% 56.8% 281.1%

OSOOL & BAKHEET IPO TRADING FUND SHARIA COMPLIANT

Date Unit Price
As of 18 July 2024 2.0881

Unit Price​

Performance

Osool & Bakheet Parallel Market Trading Equity Fund

Date Unit Price
As of 18 July 2024 5.1484

Unit Price​

Performance

Real Estate Funds

Asset 3

ALMA’ATHER REIT FUND

The fund aims to invest in real estate assets within the Kingdom of Saudi Arabia capable of generating periodic rental income, and distribute no less than 90% of the net profits of the fund annually. Additionally, the fund may invest secondarily in real estate development projects on the condition that:1. The assets invested in developed real estate generating periodic income do not constitute less than 75% of the total assets of the fund according to the latest audited financial statements, and 2. The fund does not invest its assets in undeveloped land.

Our Services

OSOOL & BAKHEET TRADING

The company provides financial brokerage services to investors in the Saudi stock market through an advanced and specialized trading system. This system allows investors to track their investments directly and securely through various electronic trading channels. The electronic trading platform, named “OSOOL & BAKHEET Trading,” is user-friendly and provides comprehensive trading information. Investors can also trade directly over the phone with qualified brokers.
Here are the steps to access OSOOL & BAKHEET’s trading service:
  1. Open an investment account with OSOOL & BAKHEET Investment.
  2. Upon completing the account opening process, you will receive an SMS containing your investment account number.
  3. Deposit funds into your investment account and start trading by logging into the trading service through the homepage or the login icon.
  4. To trade over the phone, contact the trading unit using the number provided in the account opening message.
Open Account
Trade Now

Key features of OSOOL & BAKHEET’s electronic trading services include:

  • Real-time stock prices and market news
  • Order entry
  • Modification
  • Cancellation
  • Accurate order execution.
The company provides financial brokerage services to investors in the Saudi stock market through an advanced and specialized trading system. This system allows investors to track their investments directly and securely through various electronic trading channels. The electronic trading platform, named “OSOOL & BAKHEET Trading,” is user-friendly and provides comprehensive trading information. Investors can also trade directly over the phone with qualified brokers.
Here are the steps to access OSOOL & BAKHEET’s trading service:
  1. Open an investment account with OSOOL & BAKHEET Investment.
  2. Upon completing the account opening process, you will receive an SMS containing your investment account number.
  3. Deposit funds into your investment account and start trading by logging into the trading service through the homepage or the login icon.
  4. To trade over the phone, contact the trading unit using the number provided in the account opening message.
Open Account
Trade Now

Key features of OSOOL & BAKHEET’s electronic trading services include:

  • Real-time stock prices and market news
  • Order entry
  • Modification
  • Cancellation
  • Accurate order execution.

Margin Financing Service

As part of its investment services, Osool & Bakheet Investment Company offers clients the possibility of financing investments in the company’s investment products through margin financing agreements (facilities/murabaha), tailored to meet the investment needs and objectives of investors.

OSOOL & BAKHEET DPM

Osool & Bakheet Investment Company provides a distinguished service for managing the investment portfolios of high-net-worth clients. The investment portfolio is constructed from various financial instruments (such as stocks, mutual funds, bonds, sukuk, deposits, or any other financial instrument) based on the specific needs and objectives of the client (including strategic asset allocation and the client’s corresponding benchmark).

Custody Services

The “Osool & Bakheet Investment Company” provides custody services for funds and private portfolios through an internally developed Management Client System, compliant with relevant regulations. The system enables the team to:
– Create and update investor/assets records.
– Safeguard and register investor assets, monitoring associated changes.
– Regularly reconcile and review assets.
– Generate accurate and periodic reports for investors/regulatory bodies (weekly, monthly, quarterly, annually).
– Execute and monitor investor transactions (asset purchase/addition, sale/transfer, asset pledge, etc.).

Real Estate Fund Services

Osool & Bakheet Investment Company offers the service of establishing real estate development funds to meet the needs/requirements of both investors and real estate developers. These funds enable investors and developers to invest and develop in the real estate sector through a clear investment system that protects the rights of all parties. The fund manager, through specialized third parties, oversees and monitors the project implementation and provides investors with periodic reports.

Private Equity Fund Services

Osool & Bakheet Investment Company offers the service of establishing special purpose equity funds to meet the needs/requirements of investors in unifying their direction and assisting them in executing their investment plans. For example, this includes acquiring a significant stake in a company/companies with the aim of restructuring the company to improve its profitability and development by obtaining seats on the board of directors and other regulatory measures.

OBIC News

News

Announcement by OSOOL & BAKHEET INVESTMENT COMPANY the availability of the Quarterly statement of Al Ma’ather REIT for the period ending on 30/06/2024G

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Announcement by OSOOL & BAKHEET Investment Company for the availability of the quarterly statement of Osool & Bakheet Parallel Market Equity Trading Fund for the period ending on 30/06/2024

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Announcement by OSOOL & BAKHEET Investment Company for the availability of the quarterly statement of Osool & Bakheet IPO Trading Fund Sharia Compliant for the period ending on 30/06/2024

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Careers

Full-Time Employment Application Form

Contact Us

OUR HEAD OFFICE

Osool & Bakheet Investment Company: 

  1. Riyadh – 11526
  2. P.O. Box 63762
  3. Kingdom of Saudi Arabia

Phone : (+966-11) 419-1797 

Office Location : 

  1. King Fahad Road, Riyadh
  2. Mezzanine Floor Bahrain Tower

Office Hours:

  1. 8:30am to 5:00pm
  2. (Sun – Thu) 
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ALL RIGHTS RESERVED © 2024 OSOOL & BAKHEET INVESTMENT COMPANY

Abdullah Al-khurayef

Mr. Abdullah Al-Kharif has over twenty years of experience in various banking, commercial, and industrial sectors. He began his practical experience in the banking sector early in his career, then progressed through various positions within the Al-Kharif Group until he became the CEO of Al-Kharif Trading Company in 2015. He has had various involvements in the maritime sector, including being the Vice Chairman of the Maritime Activities Committee at the Jeddah Chamber of Commerce. From 2014 to 2017, he served as the President of the Saudi Arabian Marine Sports Federation, and from 2022 until now, he has been a board member of the Saudi Arabian Marine Sports Federation. He has also joined the board of the Riyadh Chamber and has been the Chairman of the Industrial Committee at the Chamber since 2020. Additionally, since 2020, he has served as the Vice Chairman of the Board of Trustees at the Riyadh Economic Forum, and since 2019, he has been the Deputy Chairman of the National Committee for Local Content. Furthermore, he currently holds positions as the Chairman of the Board of Directors of Salafah Finance Company, Rokhaya for Agricultural Investment and Development, Abdullah bin Mohammed bin Saidan Real Estate Company, and Saudi Automation Center. He is also a board member of Ibn Abdullah Ibrahim Al-Kharif Sons Company. In 2018, Mr. Abdullah Al-Kharif was elected to the board of directors of Osool & Bakheet Investment Company, eventually becoming the Chairman of the Board in 2023.

Abdulrahman Al-Yahya

Mr. Abdulrahman Alyahya has extensive experience in the banking and investment sector spanning over three decades, during which he held numerous positions throughout his career. From 1983 to 1994, he worked at Saudi French Bank in various roles, culminating in the position of Treasury Head for Customer Affairs. Then, from 1994 to 2001, he served as Assistant General Manager and Director of the Investment Group at Saudi Dutch Bank. In the period from 2001 to 2005, he held the position of General Manager of the Investment Group at Saudi Investment Bank. Subsequently, from 2005 to 2015, he served at Osool & Bakheet Investment Company (formerly Aswaal Financial Company) as Executive Director, later assuming the chairmanship of the board of directors. Additionally, Mr. Abdulrahman served as a board member of the Saudi Stock Exchange (Tadawul). He was recently elected as Vice Chairman of the Board of Directors of Osool & Bakheet Investment Company starting from October 2018.

Khaled Al-Mousa

Mr. Khaled Al-Mousa possesses over twenty years of experience in the financial and banking sector. From 1985 to 2001, he worked at Saudi French Bank, where he held various positions, including Regional Manager for the Central Region, Manager of the Special Services and Investment Group, and later served as Manager of Personal Banking Services for the Central Region. He then moved to Bank AlJazira from 2003 to 2004, where he served as Manager of the Banking Credit Group. Subsequently, from 2008 to the present, he has worked as the Manager and Owner of Kaysab Company, specializing in real estate development and contracting. He is also one of the founders and a board member of Aswaal Financial since 2005, and after its merger with Bakheet Investment Group, he continued as a board member of Osool & Bakheet Investment Company.

Beshr Bakheet

Mr. Beshr Bakheet is regarded as an expert in the field of investment, being a member of the CFA Institute with over thirty-seven years of practical experience. He began his professional journey from 1988 to 1993 at Hoare Govett, then moved to Union Bank of Switzerland before joining Credit Suisse Asset Management, where he held several positions. In 1994, he founded Bakheet Financial Consulting Center, and in 2006, he established Bakheet Investment Group, which later evolved into Osool & Bakheet Investment Company in 2014 and was listed on the Saudi stock market, Tadawul, in 2023. He has served on the board of directors of Tadawul, along with several other directorships in listed companies. Additionally, Mr. Beshr Bakheet serves as a board member of Osool & Bakheet Investment Company and Chairman of the Board of Investment Funds. Mr. Beshr Bakheet has conducted numerous lectures at regional and international conferences focusing on financial markets in Arab countries. He has authored hundreds of articles on Saudi and Arab financial markets published in various Saudi, Arab, and international media outlets, in addition to providing economic and financial commentary for international news agencies such as Reuters, Agence France-Presse, and others, as well as participating in interviews with Arab and international television channels. He is a graduate of Ohio University in the United States and Keio University in Japan.

Wael Al-Sarhan

Wael bin Mohammed Al-Sarhan is the Chief Communication & Support services in the Saudi Arabian Military Industries (SAMI), his broad experience, spanning more than 19 years, contributes to the development of the areas of communication, public relations, events, and support of executive services at SAMI. Wael’s experiences and positions are varied. In addition to his position at SAMI, he holds the position of Chairmen of the Board of Directors of the Saudi Federation for Robotics and RC Sports. He also occupies the position of Chief Advisor to the 22nd Asian Games, Riyadh 2034, as well as the position of Board Member at Osool and Bakheet Investment Company. Throughout his professional career, Wael Al-Sarhan held several leadership positions in companies and institutions in both the private and the public sector, where he previously held the position of Senior Vice President of Marketing at the National Shipping Company of Saudi Arabia (Bahri) He also served as Assistant President at the General Civil Aviation Authority, General Manager of Marketing at Flynas Group and Director of Marketing and Communication at Flyanas

Mazin Al-Dawood

He currently serves as the Chief Executive Officer of Osool & Bakheet Investment Company. Prior to this role, he held the position of Chief Investment Officer at Finsher Capital Saudi Arabia. Before that, he worked at Shaheen Capital as the Head of Investment Banking, overseeing several investment operations. He also served as a Senior Manager in Investment Banking at Saudi Dutch Bank and previously worked as an Assistant Director in Mergers and Acquisitions at ABN AMRO in the United Kingdom, participating in numerous initial public offerings in the Saudi financial market and various international deals across diverse sectors. Additionally, he has served on the board of directors of several companies. He holds a Bachelor’s degree in Business Administration from Portland State University and later obtained a Master’s degree in Business Administration from Cass Business School, City University in the United Kingdom.

Mohammed Zakaria

He currently serves as the Chief Operating Officer of Osool & Bakheet Investment Company, bringing over 18 years of practical experience in the financial sector. Throughout his career, he has held various positions within Aswaal Financial Company, including Director of Information Technology. In this role, he was responsible for managing and developing the company’s information technology infrastructure and applications, as well as providing advanced/competitive electronic trading services to the company’s clients. In 2012, he was appointed as the Chief Executive Officer of Aswaal Financial Company. Following the merger, he was appointed as the Chief Operating Officer of Osool & Bakheet Investment Company. Additionally, Mr. Mohammed Zakaria published a scientific research paper in the Journal of Information Science in 2009, which is among the top 5 scientific journals in the field of information technology worldwide. He holds a Bachelor’s degree in Computer Science from the Jordan University of Science and Technology in 2004 and obtained a Master’s degree in Computer Science from the same university in 2006.

Hisham Tuffahah

He currently serves as the Chief Investment Officer, possessing over 19 years of experience in investment and asset management. His career in the financial and investment sector began in 2003 when he worked at Bukhait Financial Consultancy before it transformed in 2006 into a licensed financial institution, Bukhait Investment Group. Since then, he has held several positions, starting as the Head of Investment Research in 2007, contributing to the publication of numerous analytical reports on companies and the financial market during that period. In 2009, he assumed the role of Acting Head of Compliance, Anti-Money Laundering, and Counter-Terrorist Financing, followed by serving as the Head of Asset Management in 2011. In 2012, he moved to work at Alinma Investment Company as a Fund Manager, and in 2014, he joined Mulkiyya Investment Company as the Director of Private Portfolio Management. He participated in establishing the company’s operations and launching several investment products. Since then, he has held various leadership positions at Mulkiyya, including serving as the Chief Investment Officer and Acting Chief Executive Officer from 2016 to 2017. He holds a Bachelor’s degree in Financial and Banking Sciences from An-Najah National University in 2001 and has obtained numerous accredited training courses and certifications.

Joshy George

Joshy George currently work as Chief Technology officer, Supervising Information Technology Division. He has more than 30 years of experience. During his career, he held many other positions such as Acting Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Head of Investment and Financial Information Technology Division, Secretary for Audit Committee, Secretary for Nomination & Remuneration Committee, Member of Executive Committee, and Member of Recruitment & Placement Committee. He joined as the first employee of Bakheet Financial Advisors when it established in 1994. He designed and developed many investment related IT systems and applications for the firm. He started his career as a Computer Programmer with Apple Industries Ltd in India. He received his Bachelor Degree from Mahatma Gandhi University, India, in 1990 and a Post Graduate Diploma in computer applications from the National Computing Center, United Kingdom in 1992. He also obtained FinTech Course Certificate from Harvard University, USA.

Salman Haider

Mr. Salman Haider is a seasoned professional with over 28 years of experience in Compliance, AML, Corporate Governance, and Audit. He currently serves as the Head of Compliance and AML at Osool & Bakheet Investment Co. His career includes key roles at Murabaha Finance Company, Mizuho Saudi Arabia, Bank Al-Bilad and Samba. Salman is Certified Compliance Officer and is a member of the American Academy of Financial Management. He is also CMA registered Compliance & AML officer. His expertise in regulatory compliance, AML & corporate governance has significantly impacted the financial sector.

Faisal Al Matrafi

Faisal Al Matrafi has been the Operations Management Director at Aswaal Bukhait Investment since 2006, with over 27 years of experience in investment operations management. Prior to joining Aswaal Bukhait Investment, he was part of the founding team of the investment operations management at Emirates NBD Bank. He also worked at Saudi Dutch Bank (SABB First) since 1996 in investment operations management at the bank.