+61 4 509 08 199
Aleppco Consulting
Working With You
About
Our Story
For over 15 years, Aleppco has been a leading provider of investment consulting based out of Sydney, Australia.
By equipping our investment consultants with extensive global research and solutions through our partnership with RC Global Funds Management, we are able to create value and expertise that are vital for our clients’ investment decision making.
"Our focus is to take the time to know you as a client to find your best fit that aligns with your investment goals."
Adel Dalati, Managing Director & Founder
Why Aleppco
Our investment consultancy services are tailored to guide our clients at every stage of their investment decision making.
●Transparency: We are genuinely open and transparent about investment and processes.
●Great client service: We put your best interests first by providing you our best client service experience.
●Expertise: Our team of skilled consultants and partners will bring their best tailored solutions to help you with your investment goals.
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Our Services
Aleppco, along with its partners and affiliates bring a diverse range of experience in the financial services industry including:
○ Investment Management;
○ Funds Management;
○ Risk Management;
○ Foreign Exchange and Derivatives;
○ Capital Raising and Investor Relations; and
○ Regulatory and Compliance
Overview of services
Aleppco through its affiliates and partners acts as a consultant for investments in a variety of asset classes including financial assets, investment platform, real estate and infrastructure.
Compliance
We are genuinely committed to undertaking compliance according to industry’s best practice. We engage an external compliance committee/partner to conduct due diligence processes, notwithstanding we are not required to do so under the Corporations Act.
The Compliance committee/partner has responsibility for providing client onboarding and identity verification services including sanctions screening against credible data sources to comply with global regulations.
Team
Adel Dalati - Managing Director and Founder
Adel has more than 20 years experience in International Banking, specialising in international payment systems and mechanisms, as well as managing blue-chip clients. Adel’s previous roles in the Australian banking sector include Senior Associate in Corporate Business Banking and Senior Specialist in International Trade Finance focusing on banking products such as LC’s, SBLC’s, BG’s, TT’s and FEC’s. At Aleppco, Adel’s vision and direction have been the key contribution for the business’s success.
Sam Ahmad - Account Director
Global Financial Markets Expert | Oil & Gas Specialist | Investment Banking Leader | Private Placement & Commodities Strategist
Sam is a visionary with over 20 years of experience in financial markets, oil & gas, and investment banking—with a track record of thriving across a range of high-stakes environments. Sam is renowned for his expertise in financial instruments such as SBLCs (Standby Letters of Credit), Bank Guarantees (BGs), Medium-Term Notes (MTNs), gold, sugar, and other lucrative commodities. His global experience spans across some of the world’s leading investment banks, real estate, and technology sectors, underpinned by a strong foundation in private placements and complex financial strategies.
Not only has Sam excelled in navigating the complexities of international finance, but he also holds the prestigious MCSE (Microsoft Certified Systems Engineer) certification earned in 1999. His unparalleled problem-solving skills, resilience, and unrelenting determination to achieve the seemingly impossible have made him a trusted leader and a visionary within the industries he serves.
“Impossible is Nothing”—This philosophy has propelled Sam through an inspiring career journey, constantly pushing boundaries and redefining success through a series of failures and setbacks. A true warrior in his field, his career continues to be a testament to what can be achieved when passion, perseverance, and expertise collide.
Partners
Hisham Fakhir - Investment Manager
With over 20 years experience in financial markets and services across the world’s leading investment banks, Hisham’s previous positions include Operations Manager at Merrill Lynch, Senior Analyst at Credit Suisse and Director at Morgan Stanley Wealth Management. In his role, Hisham has overall executive responsibility for the investment management and the strategic direction of the firm.
Roy Chen - Portfolio Manager (AFSL 491119)
Roy has over 36 years of investment experience in Australia and Asia. Before founding RC Global Funds Management, he was the Managing Director and Head of Investments at Sydney-based Global Value Investors (GVI), part of the Treasury Group that included Investor Mutual. Prior to that, he held senior roles at CEF Group (Taiwan) and Primasia Investment Manager (HK). Roy is responsible for the overall management of the portfolios and covers Emerging Markets and selective sectors within Developed Markets. Roy holds a BE (Chem), Master of Applied Science from the University of NSW. He is a Fellow of FINSIA and has also completed both a Diploma in Applied Finance and Investment and in Financial Planning.
Rick Bernie, Structured Products and Private Platform Investment
Rick has over 25 years of experience in structured trading and structured finance markets, hedge funds, private equity, commodities, and trading bank instruments. He has been successful in creating many groundbreaking funds within a wide range of corporate and financial establishments. Rick has established himself as one of the most innovative alternative investment professionals in the Asia Pacific and was a pioneer in establishing hedge funds in Australia and being an owner in one of the largest hedge funds in the country at the time. His experience in the alternative space has led to the creation of bespoke investment solutions that suit investors who want high returns with little downsize risk.
Rick worked with CitiBank in 1990 where he helped develop the Banks Commercial and Corporate lending division and then the liability division. Rick moved to the treasury of HSBC. Rick raised over $1 bill for Basis Capital which was the then premier fixed income hedge fund. Clients ranged from sovereign investors, large pension funds, family offices, fund of hedge funds, and ultra high net worth investors. Rick spoke around the globe at major conventions on structured credit and alternative investments. He has since helped structure a hedge fund for one of Australia’s big four banks to access legal receivables and is specialized in physical commodity trading, and Medium term note trading through private platforms for ultrahigh net worth clients.
Contact Us
Have a particular challenge you’re trying to deal with? Contact us today and see what we can do for you.
Level 33, Australia Square. 264 George Street, Sydney, N.S.W Australia 2000
+61 4 509 08 199
DISCLAIMER: This confidential presentation (“Proposal”) is being issued for information and discussion purposes only.
This Proposal and the information contained herein is confidential and proprietary to Aleppco Consulting Pty Ltd (“ALEPPCO.”) and is being provided to the recipient with the understanding that the recipient will observe and comply with the terms and conditions set forth in this disclaimer. This Proposal has been prepared for informational purposes and is being furnished on a confidential basis solely for the use of its recipient. This Proposal and the data contained herein are confidential and may not be reproduced, redistributed, provided or disclosed to others in whole or in part without prior written authorisation of Aleppco Consulting Pty Ltd (“ALEPPCO.”). Any distribution or reproduction of this confidential Proposal in whole or in part, or divulgence of any of its contents to any person other than whom it was originally delivered, is unauthorised. ALEPPCO may use your name publicly to identify you as a client, but we may refer to you in connection with our services only if, in doing so, we do not disclose any of your confidential information, or it is a matter of public knowledge that we are providing services (or have provided services). In receiving this Proposal, you agree to the foregoing restrictions.