Wealth Management
Wealth Management
Preserving wealth across generations
Discretionary investment
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.
Choice of risk profiles and time horizons
The portfolios offer a choice of strategies to take account of clients' different risk appetites and investment objectives.
Regular portfolio reviews and reports
We understand that our clients' goals and circumstances change over time. You will have a regular portfolio review to ensure the portfolio is best positioned to meet your ongoing needs.
THE PORTFOLIOS
Fixed Income
For investors with a low-risk appetite.
Investment horizon: 3 years.
Long term targeted return: 3% - 5%
*Asset allocation:
- Cash 10%
- Fixed Income 90%
- Equity 0%
- Alternatives 0%
*Asset allocation is approximate and may differ subject to market conditions.
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.
Make your money work for you
Please contact your Europe Arab Bank plc Relationship Manager to learn more about how our Wealth Management service could be of benefit to you.
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