Global Wealth Management

Our four-step wealth management framework is the foundation on which a client’s wealth plan is developed. By starting with a detailed examination of a client's profile, including their needs, ambitions and risk appetite, we develop a comprehensive, personalised wealth plan.

A detailed examination of a client’s profile, including investment holdings, long-term financial goals and liquidity needs.

Based on life stage, personal circumstances and desired time horizons, individuals have varying degrees of risk tolerance. Assessing their overall risk profile and appetite is a vital part of our process.

A personalised assessment of the areas where wealth management advice is most appropriate. The wealth plan provides a tailored and integrated set of recommendations, ranging from investments, through to retirement planning and complex tax structuring, aligned to each client’s unique risk profile.

Supported by teams of specialist and industry experts, our wealth managers work closely with clients to develop long-standing partnerships and manage changes in their own circumstances. We also help them keep abreast of market and fiscal developments as they emerge in order to build, assess and adjust their portfolio over time.

1. Mutual funds
2. Commodity funds
3. Real estate funds

1. Fixed deposits
2. Dual currency deposits
3. Bonds/Sukuk

1. Capital guarantee notes
2. Coupon-paying notes
3. Equity participation notes
4. Commodity notes
5. Private equity notes

1. Lump sum investment
2. Monthly savings
3. Insurance