Wealth Management
Preserve, grow, and transfer your wealth with our comprehensive wealth management services. Our expert advisors provide personalized strategies tailored to your unique financial situation and goals.
Comprehensive Wealth Services
Our wealth management approach encompasses all aspects of your financial life, from investment management to estate planning.
- Diversified investment portfolios
- Regular portfolio reviews
- Risk assessment and management
- Performance reporting
- Will and trust preparation
- Tax-efficient structures
- Succession planning
- Legacy preservation
- Goal-based planning
- Retirement planning
- Education funding
- Cash flow management
- Diversification strategies
- Geographic allocation
- Currency hedging
- Alternative investments
Investment Portfolio Options
Choose from our range of professionally managed portfolios designed for different risk profiles.
Expected Annual Return
Asset Allocation:
70% Bonds, 20% Equities, 10% Cash
Minimum Investment:
AED 100,000
Best For:
Capital preservation focused
Expected Annual Return
Asset Allocation:
50% Equities, 40% Bonds, 10% Alternatives
Minimum Investment:
AED 250,000
Best For:
Balanced growth and income
Expected Annual Return
Asset Allocation:
80% Equities, 15% Alternatives, 5% Cash
Minimum Investment:
AED 500,000
Best For:
Long-term wealth building
Client Service Tiers
Personalized service levels designed to meet the unique needs of different wealth segments.
Emerging Wealth
Minimum Assets Under Management
- Dedicated relationship manager
- Quarterly portfolio reviews
- Investment advisory services
- Financial planning consultation
Private Wealth
Minimum Assets Under Management
- Senior relationship manager
- Monthly portfolio reviews
- Comprehensive wealth planning
- Estate planning services
- Tax optimization strategies
Ultra High Net Worth
Minimum Assets Under Management
- Executive relationship manager
- Weekly market updates
- Family office services
- Concierge banking
- Alternative investments
- Multi-generational planning
Our Investment Process
A disciplined approach to wealth management that puts your interests first.
Discovery
Understand your financial goals, risk tolerance, and investment timeline.
Strategy
Develop a customized investment strategy aligned with your objectives.
Implementation
Execute the investment strategy with careful attention to costs and timing.
Monitoring
Continuously monitor and adjust your portfolio as markets and goals evolve.
Start Your Wealth Journey Today
Take the first step towards achieving your financial goals with our expert wealth management team.