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.

INVESTMENT ADVISORY

The Investment Advisory service is designed for clients who value expert advice and guidance from us whilst retaining full control over their final investment decisions.

AIDriven, PurposeLed Investment Solutions

We are proud to introduce a new generation of intelligent investment options powered by AI and delivered in partnership with Arabesque Asset Management. These solutions combine advanced technology, ethical values, and long-term resilience to give clients a forward-looking way to manage their wealth.

Our AIDriven Options

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Technology with Purpose

Arabesque’s AI platform processes billions of data points daily to help navigate markets in real time, dynamically adapting their funds and portfolio recommendations.

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Values-led Investments

Choose from strategies that adhere to Environmental, Social and Governance (ESG) criteria and are fully compliant with Shariah investment principles.

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Expertise made accessible

Arabesque’s funds are typically structured for large-scale investors. Through our partnership, EAB clients can now access the same AI-driven strategies and expertise, as part of our expanding wealth management offering.

EXECUTION-ONLY TRADING SERVICES

This is an execution-only service for share transactions, corporate and government bonds, covering transactions on most of the major world exchanges including the London Stock Exchange, London Alternative Investment Market, New York Stock Exchange, NASDAQ, Frankfurt Stock Exchange, and Tokyo Stock Exchange.

Dealing can be undertaken in most corporate and government bonds in USD, GBP or EUR (subject to the liquidity of the security). Trades in other currencies may also be available upon request.

If we arrange a securities trade for you, all associated administration and custody is fully taken care of by a third party custodian with whom you will contract directly. Orders may be placed with us between 9am and 5pm UK time, Monday to Friday. Charges for this service are competitive and transparent.

Make your money work for you

Make your money work for you

Whether you prefer the time-tested stability of our discretionary portfolios or the innovation of our AI-powered strategies, our Relationship Managers are here to help.

Please contact your Europe Arab Bank plc Relationship Manager to explore which solution best supports your financial goals, today and for future generations.

CONTACT US
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