Overview
For Bank of Sharjah, the outlook is international and portfolios may be structured through special capital markets and investment vehicles.
The Private Banking Wealth Management strategies are developed by a team of experts to provide solutions optimised to the client’s requirement.
After a detailed profiling process, the team tailors individual solutions for clients to then select appropriate and suitable asset allocation models. This helps clients understand the significance of diversifying their assets and manages expectations of potential returns and volatility of the returns of their investments.
This Includes:
Subsequently, the process then proceeds to ongoing monitoring and assessment, which is carried out by the team on a regular basis. This is done by checking asset allocations and portfolio valuations, with regular reports issued to clients, to ensure that the investment strategy is in line with the prevailing market conditions, and that the portfolio performance is in accordance with the clients’ strategies.