Wealth and Insurance | Certified Financial Advisors

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.

Advice that suits you

You will have your own reasons for seeking professional guidance in a complex world of investment planning and asset management

You want to make your money work harder for you

Our team of investment professionals with their broad expertise are there to help you decide what is right for you

You want better service from your financial partner

Your own expert who will guide you, keep you informed on your investment's progress, advise you on your choices and act on them for you

You have specific investment or financial needs

We can help you plot the route that will help you reach your aspiration and be with you every step of the way

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Take our guidance

Our approach

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.

Understand your goals and needs
Analyse your risk appetite
Get recommendations of a suitable portfolio of investments
Monitor investment performance and get advice on rebalancing your portfolio

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Our Wealth Advisors

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.

Grow your wealth

Build your portfolio with the products that best suit your unique needs and time horizons

We help you build your portfolio and investment knowledge through tailored advice based on your agreed investment plan. You will receive access to our “house view” publications, produced by the office of our Chief Investment Officer, which include our quarterly and annual investment outlook, and insightful market insights and trends. You will also have 24/7 access to information about your investments through our mobile and online banking channels.

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Plan your future

Expert guidance so you can meet your future financial goals

Whether it is paying education fees, buying a house or planning for retirement, what may now look like a financial mountain to climb can be scaled with proper planning based on sound advice.

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