Irrespective of your profile, our portfolio managers help you identify the most appropriate levers in line with your desired growth, values and aspirations.
Through our spectrum of services, ranging from financial planning to portfolio management, we help you plan, invest, borrow and bank for what’s next.
We favour an open architecture approach that gives you the option to access structured products like global custody services, execution capabilities, leading private equity groups and exclusive deals that can all be tailored to your investment strategy.
Our financial planners work with a broad network of external experts as we believe having the big picture is central to wealth creation. We accompany you along your financial journey and help you achieve your long-term financial goals.
Our experts’ analysis culminates in a comprehensive overview of your wealth situation, that of your family and of your business. We also make it a point to review your situation at regular intervals to ensure that you are on track to meet your objectives.
Discretionary Portfolio Management
Let us design and manage your portfolio to encompass your risk profile and investment objectives. We offer continuous monitoring and are constantly researching emerging investment opportunities and hedging options to optimise your returns This service gives you the option of engaging with our team of experienced portfolio managers so you can benefit from their knowledge of a wide range of investment products.
You can also monitor your investment via regular bespoke reporting and enjoy the freedom of accessing your portfolio at any time on our integrated IT platform.
Non-Discretionary Investment Management
Our Non-Discretionary Investment Management Service is designed for those who would rather take their own investment decisions. This service comes with the added benefit of a dedicated investment advisor on call for support and advice, whenever needed.
Based on your risk profile, your advisor will recommend investments that suit your needs and objectives while steering you towards the best performing funds, ETFs, direct equities, bonds and commodities, all carefully selected to help you build your portfolio.
What’s ours is yours. Make the most of MCB Private Banking & Wealth Management’s global network and open architecture while enjoying access to the world's leading financial markets.
Our execution desk is where you will find a wide spectrum of equity, debt, mutual funds, structured products and commodities trading services. Our custody services include the settlement, safekeeping and administration of securities and assets. We also provide corporate action processing, tax operational services and mutual funds rebates collection.