Wealth Management
Wealth Management
Preserving wealth across generations
We understand that every client's wealth journey is unique. At Europe Arab Bank, our Wealth Management approach offers three distinct pathways to help you achieve your goals with the right level of partnership.
DISCRETIONARY PORTFOLIO MANAGEMENT
Discretionary investment means that decisions on what to buy, sell and when to execute are made by our professionally qualified Investment Managers on your behalf.
Our Discretionary Portfolios
Our range of discretionary portfolios provide you with access to third party investment funds that are reviewed and selected in collaboration with Arab Bank Switzerland, a sister company of our parent, Arab Bank plc. Our professionally qualified Investment Managers make decisions on your behalf, selecting and monitoring investments with the aim of meeting your objectives.
Fixed Income
Balanced
For investors with a moderate risk appetite.
Investment horizon: 5 years.
Long term targeted return: 5% - 8%
*Asset allocation:
- Cash 5%
- Fixed Income 45%
- Equity 45%
- Alternatives 5%

*Asset allocation is approximate and may differ subject to market conditions.
Conservative
For investors with a low to moderate risk appetite
Investment horizon: 5 years.
Long term targeted return: 4% - 6%
*Asset allocation:
- Cash 5%
- Fixed Income 65%
- Equity 25%
- Alternatives 5%

*Asset allocation is approximate and may differ subject to market conditions.
Growth
For investors with a moderate to elevated risk appetite
Investment horizon: 7 years
Long term targeted return: 6% - 9%
*Asset allocation:
- Cash 2.5%
- Fixed Income 30%
- Equity 65%
- Alternatives 2.5%

*Asset allocation is approximate and may differ subject to market conditions.
Important Information: The value of investments can fall as well as rise, therefore your investment capital is not guaranteed.