1993

OKAZ  Stockbrokers and Investment Consultants Incorporated

Offering brokerage and Investment advisory services in the Egyptian capital market

2006

OKAZ Portfolio Management Founded

Providing tailored, client-focused portfolio solutions for high-net-worth individuals

2008

Access to U.S. Trading Platforms Established

Enabled international equity exposure and seized opportunities in undervalued ETFs following the global financial crisis.

2010

Mandated by Leading Corporate Pension Funds

Managing institutional portfolios, marking our entry into long-term retirement portfolio management.

2011

Registered / Beneficiary Account License Activated

Expanded access to portfolio services for retail and smaller-ticket investors through a licensed nominee account framework

2017

Index Tracking Portfolios Introduced

Launched cost-efficient, rule-based portfolios aligned with major local indices.

2025

Asset Management License Secured

Officially licensed to manage investment funds in response to growing market demand for structured asset management services.