Wealth Solutions

Based on the principles of trust, reliability and transparency, our advisory team acts for you and with you to identify the right investment opportunities in global and regional markets across all asset classes. We continuously monitor your portfolio, investigating the impact of market events and work with you to implement strategies defined by your risk appetite, liquidity needs and performance objectives. All of which means that you benefit from proactive, personalised advice while retaining full control of the decision-making process.

As our private banking client, you can access a range of financing options across our international network, covering traditional as well as specialist solutions. Our credit and lending solutions range from marketable securities to real estate and Shariah-compliant options. This considered approach helps you manage your finances or investment needs with flexibility and efficiency through a single, personalised relationship. We also provide customised, multi-currency lending solutions and can draw on the resources of FAB Merchant Banking, where required, to bring you mergers and acquisitions, capital markets and other financial expertise.

• Loan against shares
• Portfolio loans (Lombard lending)
• Lifestyle asset financing
• Real estate lending

Real estate is an important asset class for many investors. Whether you are looking to finance an individual property, multiple units or a commercial entity, our team of dedicated experts will assess your needs and provide tailored solutions for your specific circumstances. Our property teams in the UAE and elsewhere combine experience and knowledge to give you access to unique investment opportunities. They will also advise you from initial analysis to completion of the transaction, while ensuring that you have the most appropriate property and trust managers.

As part of our Wealth Solutions platform, you can benefit from in-house expertise in matters related to the preservation and transmission of wealth, helping you to achieve cost and multi-jurisdictional efficiencies. Our comprehensive approach to understanding your needs enables the efficient establishment of family offices and provides sustainable strategies in governance planning, including succession planning. FAB’s professional network of trusted service partners will provide you with a range of solutions that offer the appropriate framework for the transmission of your values and objectives to the next generation.

For clients with advanced knowledge and understanding, our private banking team trades directly on the financial markets. Through our trade execution service, you can trade on securities including bonds, equities and foreign exchange, as well as access our selection of proprietary and third-party funds. Whether you choose to trade directly or through your private banker, our robust trading platforms will ensure competitive pricing, seamless settlement and prompt execution.

FAB’s discretionary portfolio management service is designed for clients who would like an active and professional management of their wealth. We provide an extensive range of portfolio options, allowing you the flexibility to apply conventional or Shariah-compliant mandates across asset classes, geographies and investment profiles. Our team of experienced investment specialists manage portfolios designed to meet your specific risk and return appetite and investment parameters. Internal and external research allows us to constantly monitor the financial markets and take immediate advantage of investment opportunities across a range of asset classes and products.