Private Wealth Management provides personalized financial planning and investment services to individual clients. It focuses on helping clients grow, manage, and protect their wealth through various financial products such as mutual funds, bonds and other investment solutions.
Private Wealth Management
Securing Your Legacy
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Bespoke financial wealth planning and investment services, both onshore and offshore |
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Access to global income and capital appreciation opportunities across global bonds & sukuks, equities and mutual funds |
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Origination of specialized alternative investment options across hedge funds, private credit/equity and real estate markets |
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Consolidated global custody |
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Active advisory model, with portfolio reviews, market insights and direct access to asset management partners |
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Access to over 150,000 mutual funds
Private Wealth Management, offered by the Private Banking team, gives clients exclusive access to global equity, bond and multi-asset opportunities through an open architecture model. As well as investing into income paying ideas, clients also have the opportunity to focus their investments on specific regions, sectors and themes. Private Wealth Management also offers Shariah-dedicated mutual funds and ETF’s across all asset classes.
Government and Corporate Bonds
Private Wealth Management clients are able to gain global access to major issues across USD-denominated government and corporate bonds. With live pricing and a multi-broker approach, we ensure that our clients receive best pricing practices and are able to optimize client returns by moving coupon payments directly into our private banking high-yield savings accounts.
Shariah compliant investment products
Private Wealth Management holds great pride in being able to offer clients a diverse range of Shariah compliant products. Working with third party specialists with established Shariah frameworks, our clients can hold Shariah approved mutual funds and have significant access to the global Sukuk market. This offering allows our clients to align their investments positively with their beliefs.
Structured Products
Available exclusively through our Private Wealth Management services, access to structured products offers clients tailored investment solutions with potential for custom risk-return profiles, including capital protection and enhanced yields linked to the performance of an underlying asset, index, or a combination of securities. They combine different financial instruments to achieve specific outcomes, such as providing limited downside protection against market drops while offering participation in market upside, making them suitable for volatile markets.
Equities
Using our multi-broker and independent custody approach, our clients are safe in knowing that access to global equities comes with best execution and custodial services. Within Private Wealth Management, we offer access across all liquid exchanges, where clients can purchase their preferred company stocks and shares.
Alternative Investments
We like to find liquid alternatives for our clients, with such opportunities offering uncorrelated market returns. These investments could be sourced in the private credit and private equity space, as well as within real estate and precious metals. As with all investment ideas, Private Wealth Management leverages its external relationships to find the best ideas from best in class service providers.
Our Services
Offshore Banking Services
Offshore banking services, with booking centres in Switzerland, Singapore and UAE
Wealth Succession Planning
The Middle East is set to experience a massive wealth transfer, with an estimated $1 trillion being passed down to the next generation by 2030. This shift is driven by high net worth individuals, especially in commodity-rich countries, where assets have grown significantly. While this presents an economic opportunity, challenges like outdated legal frameworks, lack of succession planning, and low financial literacy could hinder the smooth transfer of wealth.
Wealth Management
BankDhofar’s Private Banking services offer access to over 150,000 mutual funds, most of the global bond issues and incorporate Shariah and Sukuk options as well. Income paying options are also available, where clients can expect in the range of 6-9% annual interest. Our services also include obtaining the best foreign exchange and deposit rates.
Structured Wealth Solutions, including Trust-based options
These services are aimed at clients who have significant interests and financial holdings abroad, with the idea of asset and wealth consolidation as well as the creation of offshore trusts to secure legacies.
Foundation and Family Office Structuring
Ensuring that clients have the correct structures in place to set up foundations and family offices, BankDhofar’s Private Banking services can assist clients in setting up onshore and offshore structures that safeguard wealth and assets, ensuring smooth legacy planning.
Asset Backed Lending
Through our external partners, BankDhofar’s Private Banking clients can use assets and investments to lend against, ensuring their wealth is continuously working for them.
It all begins with a conversation…
If you would like to discuss your financial needs with our experts. then please don't hesitate to contact us.
We serve clients who can establish an investment portfolio of at least 400,000 (or local currency equivalent) with us.
Frequently Asked Questions
Private Wealth Management provides personalized financial planning and investment services to individual clients. It focuses on helping clients grow, manage, and protect their wealth through various financial products such as mutual funds, bonds and other investment solutions.
Our Private Wealth Management division offers a range of products, including:
• Mutual Funds
• Government and Corporate Bonds
These services are suitable for clients looking to enhance and safeguard their financial future. Whether you’re planning for retirement, saving for an important life event, or looking to grow your wealth, we offer solutions tailored to your goals.
The minimum investment amount varies depending on the product. Please speak with your Relationship Manager to understand the specific requirements for each offering.
Our Relationship Managers work closely with each client to assess their financial situation, risk tolerance, and goals. Based on this, we recommend products that best match your needs.
All investments carry some level of risk, but we offer a wide variety of products that range from low-risk government bonds to more volatile equity-linked instruments. We help you choose investments that match your risk tolerance and financial objectives.
You can review and make changes to your portfolio at any time. Regular portfolio reviews with your Relationship Manager are encouraged to ensure that your investments remain aligned with your goals.
Fees depend on the specific products and services you use. These can include management fees, transaction fees, and advisory fees. All charges will be clearly explained to you before any investment is made.
Yes, open-ended investment products are generally flexible and allow you to redeem or withdraw your investment at any time. These products are designed to provide liquidity, enabling investors to buy or sell units based on the fund’s Net Asset Value (NAV)
However, please note that some funds may require a short processing period (typically 1 to 3 business days) or may impose a small fee for early withdraw.
Our dedicated team provides ongoing advice, market insights, and portfolio management. We offer personalized service to ensure that your financial strategies are flexible and adapt to changing market conditions or personal circumstances.
Contact us
Do you need further assistance or have questions about Private Wealth Management?
We are here to help you. Do not hesitate to contact us.