Hakim Grissa is a dynamic wealth management professional with a strong track record in real estate investment, financial strategy, and tax optimization. With over five years of experience advising high-net-worth individuals and investors, Hakim specializes in crafting customized wealth-building solutions that align with client goals and navigate complex regulatory environments.

Currently based in Paris, Hakim most recently served as an International Wealth Management Consultant at Financiera Patrimoine, where he focused on optimizing client portfolios through tailored investment planning and tax-efficient strategies. His client-centric approach—rooted in analytical rigor and personalized financial insight—has earned him a retention rate exceeding 90%, underscoring his ability to build trust-based relationships that deliver long-term value.

In this role, Hakim conducted in-depth market research across France and Dubai, identifying high-growth opportunities in real estate and advising clients on acquisitions that strengthened their asset base and improved portfolio performance. His strategic recommendations consistently balanced risk and return, helping clients safeguard wealth while generating sustainable income.

Prior to this, Hakim served as a Wealth Management Consultant and Real Estate Specialist at AS & Associés, where he played a pivotal role in guiding clients through the French property market. By analyzing local trends, designing compliant tax strategies, and managing client acquisitions, he empowered investors to make informed, high-yield decisions. His holistic view of market dynamics and deep understanding of regulatory frameworks allowed him to offer strategic guidance that consistently led to successful outcomes.

Hakim holds an MBA in Corporate Finance from EDC Paris Business School, where he gained a strong foundation in capital structuring, financial modeling, and investment analysis. He also completed a Master’s in Financial Markets as part of a Grande École program, equipping him with advanced skills in portfolio management and market evaluation. His academic background supports a robust professional toolkit, including proficiency in financial planning, compliance, and real estate strategy.

Fluent in Arabic, French and English, both written and spoken, Hakim is adept at navigating multicultural environments and working with international clientele. His expertise extends across asset classes, but he maintains a particular focus on real estate as a long-term vehicle for growth and wealth preservation.

At Balfour Capital Group, Hakim brings his passion for precision, strategic thinking, and client advocacy to every project. Whether optimizing tax structures, sourcing international investment opportunities, or tailoring multi-asset portfolios, he consistently delivers innovative, results-driven solutions for a global investor base.