At Arab Emirates Investment Bank, investing is driven by your needs rather than by our products.
After a careful discussion, we provide suitable financial planning to our clients by looking at the following and finding the right mix of securities.
. Is your wealth highly liquid, overly concentrated, or is it tied up in one or more businesses or partnerships?
. How is your wealth structured?
. Is the return generated by your portfolio appropriate for the amount of risk you bear?
. What is your time horizon for achieving your investment goals?
. How directly do you want to be involved in managing your portfolio?
Once we know the answers to such questions, we help design an investment strategy tailored to your needs. We believe that your portfolio should be structured according to your risk appetite and investment objectives. Your situation and your goals are unique; we believe your investments should be too.
Drawing on our own research into long-term market trends, we create an asset allocation framework that encompasses various financial assets: traditional, publicly traded, fixed income and equity securities - your core portfolio - and to the extent appropriate, opportunistic investments, which capitalize on a particular market theme or investment expertise. After examining your needs, goals, and tolerance for risk, we can help you find the right balance in your portfolio.
As you prefer, we can manage your investments on a discretionary basis, or advise you on investments you choose yourself, or connect you with leading third-party managers. Whatever course you choose, you will have access to institutional-quality investments that have been chosen or structured for your needs, and coordinated with your other assets to create a successful investment program.
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