The Damas Towers was one of more than 50 projects to receive funding through the IPO.
The Damas Towers was one of more than 50 projects to receive funding through the IPO.

Damas set to sign formal Dh4bn debt standstill



DUBAI // Damas, the region's largest jewellery company, is close to signing a debt standstill on up to Dh4 billion (US$1.08bn) it owes, and asset liquidation has begun, informed sources say. An informal standstill on principal payments on its loans involving more than 20 banks has been in place since November.

Damas is working towards an official agreement, under which it will defer its principal loan payments until May 31 but still accrue interest, the source said. "The banks and the management are working together to restructure the debt because they believe the core business of the company continues to be sound." Terms of a formal standstill may be reached in the next fortnight. The Dubai-based firm may also name a partner at PricewaterhouseCoopers as its chief restructuring adviser, the source added.

The Abdullah brothers, the company's majority shareholders, have begun the process of liquidating assets outside of Damas to pay the company back the $165 million used in "unauthorised transactions", another informed source said. Most of the investments made with Damas funds were in properties in Dubai, which are difficult to sell in the depressed market. Property prices have dropped as much as 50 per cent from their peaks.

This has led the Abdullah brothers to consider selling personal assets to help raise funds. Yacht brokers in Dubai have said the brothers have recently been promoting the sale of their yacht, which has been on the market since before Tawhid Abdullah resigned as the company's chief executive after disclosing the transactions. Damas said the process of restructuring had begun. "The restructuring is well on its way and the family remains committed to repaying the company in full," its statement read.

Damas said in its financial statements released last month that it needed to secure a debt standstill to remain in business. While the company's underlying retail business was profitable, with a gross income of Dh320m for the six months ending in September, large write-downs of underperforming loans and investments resulted in heavy losses. One such liability was Dh300m lent to Dubai Ventures, a unit of Dubai Holding. The money was to be repaid by August 2008, but on August 18 last year, Damas signed an agreement to convert it into an investment in the fund.

Damas later found the value of the investment was just Dh73.5m and comprised only Damas shares. Its board did not authorise this conversion and is seeking to recoup the full amount. The company's share price has also fallen steeply since Tawhid Abdullah resigned on October 12. The transactions in question involved at least 50 deals, mainly in property, including the Angsana Hotel and Suites in Dubai, a shopping mall in Turkey and Bupa Cromwell hospital in London, according to a source familiar with the matter. PricewaterhouseCoopers is conducting a forensic audit to investigate the transactions.

Tawhid and his brothers, Tawfique and Tamjid, who are descendants of Damas's founder, signed an agreement on November 4 to pay back the amount of the transactions within 18 months. The Abdullah brothers have also pledged to return 350 million of their 515 million shares if they fail to pay Dh200m within six months, Dh400m within 12 months and the full amount within 18 months. If they were to default on these payments back to Damas, it would reduce their share in the company from more than 51 per cent to 16 per cent.

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COMPANY PROFILE
Name: Almnssa
Started: August 2020
Founder: Areej Selmi
Based: Gaza
Sectors: Internet, e-commerce
Investments: Grants/private funding
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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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