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We are one of the region’s largest financial institutions, bringing you peace of mind and access to a range of proven resources and global investment products.
But that is not all. We also work hard to get to know you as our valued client, so we can give you advice that meets your unique needs and time horizons.
Our wealth advisors are trained and equipped to provide you with best-of-class investment and financial planning solutions, while following our robust in-house approach.
This is how we will help you achieve your future financial goals.
The time has come to make your money work harder for you. Your growing wealth needs to be properly managed, but you want to fully understand what the options are and what the risks might be.
You want professional advice, so you can understand the most appropriate portfolio structure as well as the potential pitfalls or unexpected eventualities that could hurt the value of your assets.
Most of all, you want to have an expert who will guide you initially, and then be there for you to keep you informed on the progress of your investments, advise you on the choices that you have along the journey, and act on them for you.
You have not had a positive experience so far with your current arrangements. Perhaps growth promises have not been met, or the relationship you were hoping for has not materialized.
Our team of investment professionals are there for you whenever you need them. Their broad expertise across the spectrum of asset classes will help you to decide what is right for you.
They won’t try to sell you something that is not appropriate, but they will be readily available to you so that you can discuss your current status, options and preferences with them.
You have a clear idea of what you want your wealth to help you achieve. It might be family protection, education, buying a house, marriage, retirement or travel.
We can help you plot the route that will help you reach that particular destination.
But this is not like buying a single one-way ticket. We will be alongside you on the journey, and always available to advise on progress, changing circumstances or objectives, and the options you have to stay on track.
We have a very large team of highly experienced wealth advisors, ready to speak to you when you need them. Our 35 Wealth Centres across the UAE, as well as almost 100 branches, are always available to help you meet your financial goals.
We take a very careful look at your status and future aspirations and draw up a plan with you. Then we draw on our in-house knowledge and insights to help you build the best portfolio for your needs.
Understanding Your Goals and Needs
Analysis of Your Risk Appetite
Recommending a Suitable Portfolio of Investments
Monitoring Investment Performance and Advice on Rebalancing Your Portfolio
All of our wealth advisors are handpicked to make sure they have the right skills, experience and certifications to help you achieve your financial goals. With an average of five years of financial planning and advisory experience, they receive ongoing training and development to stay on top of industry trends and best practices.
Your advisor is the most important link between you and all the facilities and services we can offer you. You will receive the profile of your wealth advisor to help you get to know him or her better, outlining his or her experience, qualifications, professional strengths and personal interests.
We believe that this sets the tone for a long and fruitful relationship between you and your trusted advisor.
See what our customers say about our wealth advisors.
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WHAT OUR CUSTOMERS SAY
“ My name is David, I know Sophie Martin for 5 years ago at Emirates NBD branch the way she took care of our investments for a long time and she did really well. Very professional , full of interesting ideas. Her answer to our questions were always quick and complete.I hope we her again in the future.”
WHAT OUR CUSTOMERS SAY
"I want to personally thank you for handling the LICI claim on the death of my Wife Hanan Marwan and helping me to smoothly get the claim amount back.Thank you for the numerous visits you made to my office in getting the documents organized and helping me pass through this difficult phase of life."
WHAT OUR CUSTOMERS SAY
"I would like to thank you for managing my investments for the last 9 years.Really appreciate your knowledge level and the in-depth market update you provide every time we meet. Do keep up the good work."
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