New queries on lenders' merger



Amlak and Tamweel once controlled more than half of Dubai's booming mortgage market, but for more than a year the country's two largest Islamic lenders have been closed to new customers while they crept toward a merger.

Now the creation of a judicial panel to hear disputes involving the two lenders and their creditors is expected to clear the way for the tie-up. But the new panel's precise legal remit has not been made public and lawyers fear it may be usurping a function better provided by the country's court system. "In my opinion, the judicial committee is more of a pre-emptive move to help keep the situation under control, should some of the creditors choose to push for their claims," says Khalid Howladar, the senior credit officer of structured and Islamic finance at Moody's Investors Service.

"It's there to provide an organised forum for workouts rather than going straight to the courts. It is likely a proactive move to help lessen possible stress among the creditors." The Ministry of Finance said in November 2008 that the lenders would be part of a four-way merger. The shares of Tamweel and Amlak had each fallen by more than 80 per cent in the previous 11 months. Both shares were suspended from trading on the Dubai Financial Market at the same time.

Last October, a state panel recommended merging the two lenders this year and that process is to begin this quarter. The new judicial committee is being seen as a way of containing any legal fallout from disputes that may arise between the lenders and others, including creditor banks, mortgage holders and developers. The committee, created by a royal decree, will be the final authority on all legal claims. But the Government has not yet published the mandate of the panel, which comprises three judges from Dubai Courts.

The office of Sheikh Mohammed bin Rashid, Vice President of the UAE and Ruler of Dubai, issued the decree last month. Analysts say one reason for establishing the panel could be to avoid a further crisis of confidence among investors after Dubai World's debt-restructuring effort. The conglomerate is seeking a standstill agreement covering US$22 billion (Dh80.8bn) it owes to more than 90 lenders. In December, the Dubai Government formed a tribunal, the first of its kind in the emirate, to streamline the process of settling financial disputes between the creditors and Dubai World's subsidiaries such as Nakheel and Limitless.

In establishing both committees, the Dubai Government seeks to avoid a potentially lengthy court process while allowing the firms to move forward and maintain their functionality, says Essam al Tamimi, a senior partner at the Dubai legal firm Al Tamimi and Co. "In the normal judicial system, courts will look at what is presented to them and make a judgement, which could be appealed in a higher judiciary, turning into long legal battles," Mr al Tamimi says. "But in this instance, judges will be fully aware of the complete picture."

Tamweel and Amlak relied on short-term loans from local lenders to expand their share of the mortgage market. Their aggressive plans, extending as much as 90 per cent of finance for off-plan properties during the six-year property boom, helped both firms become quickly established in the mortgage market. Neither of them has a banking licence, which prevents them from accepting customer deposits, one of the cheapest ways of obtaining funding for mortgages.

After hitting a peak in the middle of 2008, property prices have fallen by as much as 50 per cent in Dubai, where both the lenders had amassed a major part of their mortgage portfolios. The property slump has left them with an increasing number of mortgage defaults and, in some cases, property developments that have yet to be built. Analysts believe the new panel will hear disputes arising from financing for off-plan properties.

Tamweel owes developers Dh2.7bn for properties that have not yet been completed, Fitch Ratings says. This accounts for half of the mortgages extended by Tamweel, which is considered "inherently riskier", Fitch says. Most of the home loans made by the pair went to customers buying properties from major Dubai developers such as Emaar and Nakheel. The consolidation of property developments in the emirate could have damaging consequences for both lenders, analysts say.

"There is a risk that a property developer could suffer difficulties and cancel a project, leaving Tamweel with the title to an unbuilt property," says Fitch. Tamweel also owes its major shareholders Dh1.4bn. Its overall financial obligations stood at Dh8.46bn as of September 30, of which Dh4bn had to be repaid by the end of last year. Fitch says about half of Tamweel's funds come from short-term interbank loans from eight UAE banks and one foreign bank.

"Even though debts of Tamweel and Amlak are rolled over, the fact is that they are in a very difficult financial situation with regards to financing their business in the future," says Mr Howladar. "This is a big concern given their size in the marketplace. The lack of coherent policy is detrimental to their future and that of home finance in the UAE." Amlak's balance sheet lists Dh11.2bn in short-term "investment deposits" due between October and December of last year, much of which is believed to have been rolled over automatically.

Tamweel also has two outstanding sukuk of Dh2.1bn maturing in 2013 and a $235m three-year syndicated loan due in 2011. For the third quarter of last year, Amlak narrowed its loss to Dh45m from Dh65.6m in the second quarter, while Tamweel reported a net profit of just Dh10m in the third quarter, after a loss of Dh35m in the quarter to June 30. While prospects for the merger may be improving, lawyers have expressed concerns that the new panel will detract from the function of the court system.

"Establishing committees to deal with the problems of individual companies should be exceptional and rare," Mr al Tamimi says. "It could happen in special circumstances but should not become the norm. The norm should always be the judicial system." Tom Canning, a partner at the legal firm DLA Piper in Dubai, agrees: "Generally speaking, establishing bespoke dispute resolution committees for specific companies is not something which the international community looks favourably upon.

"It tends to run contrary to certain internationally held principles such as equality, access to the judicial system and transparency." Tamweel and Amlak say the judicial panel will enable a smoother transition to becoming an enlarged lender. Sheikh Khaled bin Zayed, the chairman of Tamweel, says: "There are always some cases of differences between customers and the company. Most of the cases are about payments.

"We saw it [the establishment of the panel] as a good development for the restructuring. If things are a mess with the courts it might delay the merger." Ali Ibrahim Mohammed, the vice chairman of Amlak, says the decree is a step forward in protecting the interests of stakeholders and will further help finalise the merger. @Email:skhan@thenational.ae uharnischfeger@thenational.ae

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He became the first Emirati to climb Mount Everest in 2011, from the south section in Nepal

He ascended Mount Everest the next year from the more treacherous north Tibetan side

By 2015, he had completed the Explorers Grand Slam

Last year, he conquered K2, the world’s second-highest mountain located on the Pakistan-Chinese border

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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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  • THE MAGIC BOAT  - Naaman Azh
SPEC%20SHEET%3A%20APPLE%20IPHONE%2015%20PRO%20MAX
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In numbers: PKK’s money network in Europe

Germany: PKK collectors typically bring in $18 million in cash a year – amount has trebled since 2010

Revolutionary tax: Investigators say about $2 million a year raised from ‘tax collection’ around Marseille

Extortion: Gunman convicted in 2023 of demanding $10,000 from Kurdish businessman in Stockholm

Drug trade: PKK income claimed by Turkish anti-drugs force in 2024 to be as high as $500 million a year

Denmark: PKK one of two terrorist groups along with Iranian separatists ASMLA to raise “two-digit million amounts”

Contributions: Hundreds of euros expected from typical Kurdish families and thousands from business owners

TV channel: Kurdish Roj TV accounts frozen and went bankrupt after Denmark fined it more than $1 million over PKK links in 2013 

Formula Middle East Calendar (Formula Regional and Formula 4)
Round 1: January 17-19, Yas Marina Circuit – Abu Dhabi
 
Round 2: January 22-23, Yas Marina Circuit – Abu Dhabi
 
Round 3: February 7-9, Dubai Autodrome – Dubai
 
Round 4: February 14-16, Yas Marina Circuit – Abu Dhabi
 
Round 5: February 25-27, Jeddah Corniche Circuit – Saudi Arabia
Living in...

This article is part of a guide on where to live in the UAE. Our reporters will profile some of the country’s most desirable districts, provide an estimate of rental prices and introduce you to some of the residents who call each area home.

Specs

Engine: Dual-motor all-wheel-drive electric

Range: Up to 610km

Power: 905hp

Torque: 985Nm

Price: From Dh439,000

Available: Now

Our family matters legal consultant

Name: Hassan Mohsen Elhais

Position: legal consultant with Al Rowaad Advocates and Legal Consultants.

MATCH INFO

Manchester United 2
(Martial 30', McTominay 90 6')

Manchester City 0

UPI facts

More than 2.2 million Indian tourists arrived in UAE in 2023
More than 3.5 million Indians reside in UAE
Indian tourists can make purchases in UAE using rupee accounts in India through QR-code-based UPI real-time payment systems
Indian residents in UAE can use their non-resident NRO and NRE accounts held in Indian banks linked to a UAE mobile number for UPI transactions

Bournemouth 0

Manchester United 2
Smalling (28'), Lukaku (70')

AT%20A%20GLANCE
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Ms Yang's top tips for parents new to the UAE
  1. Join parent networks
  2. Look beyond school fees
  3. Keep an open mind
SERIE A FIXTURES

Friday Sassuolo v Torino (Kick-off 10.45pm UAE)

Saturday Atalanta v Sampdoria (5pm),

Genoa v Inter Milan (8pm),

Lazio v Bologna (10.45pm)

Sunday Cagliari v Crotone (3.30pm) 

Benevento v Napoli (6pm) 

Parma v Spezia (6pm)

 Fiorentina v Udinese (9pm)

Juventus v Hellas Verona (11.45pm)

Monday AC Milan v AS Roma (11.45pm)

UAE currency: the story behind the money in your pockets
DMZ facts
  • The DMZ was created as a buffer after the 1950-53 Korean War.
  • It runs 248 kilometers across the Korean Peninsula and is 4km wide.
  • The zone is jointly overseen by the US-led United Nations Command and North Korea.
  • It is littered with an estimated 2 million mines, tank traps, razor wire fences and guard posts.
  • Donald Trump and Kim Jong-Un met at a building in Panmunjom, where an armistice was signed to stop the Korean War.
  • Panmunjom is 52km north of the Korean capital Seoul and 147km south of Pyongyang, North Korea’s capital.
  • Former US president Bill Clinton visited Panmunjom in 1993, while Ronald Reagan visited the DMZ in 1983, George W. Bush in 2002 and Barack Obama visited a nearby military camp in 2012. 
  • Mr Trump planned to visit in November 2017, but heavy fog that prevented his helicopter from landing.
A MINECRAFT MOVIE

Director: Jared Hess

Starring: Jack Black, Jennifer Coolidge, Jason Momoa

Rating: 3/5

Our legal consultant

Name: Hassan Mohsen Elhais

Position: legal consultant with Al Rowaad Advocates and Legal Consultants.

The specs

Engine: Four electric motors, one at each wheel

Power: 579hp

Torque: 859Nm

Transmission: Single-speed automatic

Price: From Dh825,900

On sale: Now

6 UNDERGROUND

Director: Michael Bay

Stars: Ryan Reynolds, Adria Arjona, Dave Franco

2.5 / 5 stars

The%20Roundup
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Book%20Details
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