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HBZ GROUP > OUR SERVICES > WEALTH MANAGEMENT

Habib Bank has a long tradition and a unique position in Wealth Management. HBZ Wealth Management services are highly personalised, focused on safety and wealth preservation. Our goal is to identify the best opportunities in a constantly changing environment and maximise yields in accordance with each individual client's respective risk parameters by providing access to global financial markets.

Our Services For You

We want to serve your needs

  • Identify optimal investment solutions in line with your risk profile
  • Pinpoint the best opportunities in a constantly changing environment
  • Offer access to global financial markets
  • Maximise return on your portfolio in accordance with relevant risk parameters
  • Manage any special requirements

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Banking Tradition since 1941: Habib Bank AG Zurich (HBZ) draws on a rich tradition of commerce and banking dating back to 1941 when its predecessor, the pioneering Habib Bank Limited, was founded in British India. HBZ as we know it today was incorporated in Zurich, Switzerland - a major financial center and the heart of the global Wealth Management industry - in 1967.

Banking for your Community: Wealth Management is based on trusted relationships and referrals that are carefully cultivated over years, if not generations. HBZ has built an enviable reputation in the tight-knit South-Asian communities and has a network in the region that is second to none.

Competence - new Investment Research Center (IRC): The IRC's employees are hand-picked following a rigorous evaluation process. They are among the finest banking professionals in the industry and ensure that our clients receive the best possible advice.

Swiss Service - uniquely proactive and flexible: We are intimately familiar with our clients' specific requirements, addressing their needs proactively and managing their expectations at all times. We have a strong track record of putting our clients' needs before our own and advising them according to the best industry standards.

  Group Offerings

  • Market Research
  • Managed & Non Managed Portfolio Management
  • Global Equities
  • Fixed Income & Islamic Sukuk’s
  • ETF’s
  • Commodities
  • Mutual Funds
  • Lending against Marketable Securities
  • Dual Currency Trading
  • E-Forex
  • Banking Services

  Zurich Standard Offerings

  • Structured Products
  • International Mortgages
  • Fiduciary Deposits
  • Hedge Funds/Private Equity Funds
  • Trust Formation
  • Options(OTC/Equity/Forwards)

  • Online equity (HBZtrade) & Forex (HBZefx) execution
  • HBZ offers execution for US & UAE listed equities through its highly secure HBZtrade online platform
  • HBZefx - a flexible online tool to buy and sell foreign currencies
  • Fast execution
  • Real-time quotes
  • Competitive pricing
  • HBZ is currently endeavoring to add more markets to its online trading platform - HBZtrade

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HBZtrade- Integrated Portfolio Management Solution

HBZtrade is a real time investment service that encompasses an execution, settlement, custody and portfolio management solution for U.A.E. and U.S. equity markets. It provides centralised asset management, real time exchange information, a powerful search engine and automated administrative tasks. The service raises your efficiency and improves your control, thereby enabling you to focus on your investment strategies.

HBZtrade is not just an online broking service but also a complete personal investment management solution.

International service, local support

Whether you require the services of our investment advisors or use of an online trading system, HBZ offers one of the most advanced e-Brokerage systems in the Middle East. Front to Back Straight Through Processing (STP) - Enter your order once and manage all phases of the Order Life Cycle online

It is an ideal tool for investors who need to react quickly to market fluctuations. It enables you to cope with market changes and react to them to your advantage. Automated post trade processing also eliminates any manual errors. Access your order, portfolio and investment account management information through a simplified dashboard and without having to complete any complex procedures.

HBZtrade provides information at a keystroke and you have immediate information on the status of your portfolio, open and executed orders including detailed performance statements. View portfolio performance reports over the period of your choice. Your investment performance can be measured at every step.

Features

  • Online brokerage for U.A.E. and U.S. equity markets through HBZweb
  • Facility to trade fixed income and equities in most markets over the phone
  • One of the most attractive brokerage rates
  • No more expensive international calls or Wire Transfer charges
  • Order execution notification instantly via SMS to keep you informed of the activities in your portfolio
  • Speed of settlements - Online access to your account will ensure that funds are available on the date and will eliminate the need for international fund transfer to brokers (which normally takes 2 - 3 days)
  • Instant settlement allows you to write cheques against sale proceeds on the settlement date
  • Custodial facilities for most securities in the world
  • Free real time quotes for all major exchanges in the U.S.
  • Access to renowned families of mutual funds, equities, commodities, etc.
  • Consolidated portfolio statement including fixed Income, equity, etc. products and even your time deposits
  • View all accounts on one screen through HBZweb
  • When you open an HBZtrade account you receive free HBZeBanking services (including HBZweb and HBZgsm), an ATM card and a cheque book*

Advantages

  • Secure
  • Accessible
  • Flexible
  • Real-time
  • Consolidated service
  • Attractively priced
  • Leading edge technology

How To Apply

Visit your nearest branch to complete the following steps in order to subscribe to HBZtrade.

  • Existing customer with HBZweb ID & Portfolio Demand Deposit (PDD) account Agreement
    1. Inform your Private Banking Relationship Manager
  • Existing Customer with HBZweb ID
    1. Complete, sign & submit PDD Agreement
  • Existing customer without HBZweb ID
    1. Apply for HBZweb ID (LINK) either at the branch or register online.
    2. Complete, sign & submit PDD
  • New Applicant
    1. Complete, sign & submit Account Opening form & PPD Agreements along with required documentation. Ensure HBZweb service is selected
    2. SMS notification once account is opened
    3. Collect your HBZweb ID from the branch & start trading

Downloads

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HBZefx - Online Forex Trading

With today's fast moving global currency markets, it is essential that you have real time access in order to take advantage of market swings.

HBZefx is a flexible online tool that enables Habib Bank AG Zurich customers to buy and sell currencies through HBZweb, the bank's secure internet banking platform.

Advantages of using HBZefx

  • Secure and flexible
  • Real time currency quotes
  • Competitive pricing
  • Instant market access
  • Straight Through Processing
  • Multiple settlement options
  • Transfer funds directly between accounts

Currency Pairs Offered

  • EUR/USD
  • GBP/USD
  • USD/JPY
  • USD/CAD
  • AUD/USD
  • USD/CHF

Requirements

  • HBZ HBZ Account - operated singly
  • HBZweb ID
  • Portfolio Demand Deposit (PDD) Account
  • Signed HBZefx Agreement

How To Apply

Visit your nearest branch to complete the following steps in order to subscribe to HBZefx.

  • Existing customer with HBZweb ID & Portfolio Demand Deposit (PDD) account
    1. Complete, sign & submit HBZefx Agreement
  • Existing Customer with HBZweb ID
    1. Complete, sign & submit PDD & HBZefx Agreements
  • Existing customer without HBZweb ID
    1. Apply for HBZweb ID (LINK)either at the branch or register online.
    2. Complete, sign & submit PDD & HBZeFX Agreements
  • New Applicant
    1. Complete, sign & submit Account Opening form, PPD & HBZefx Agreements along with required documentation. Ensure HBZweb service is selected
    2. SMS notification once account is opened
    3. Collect your HBZweb ID from the branch & start trading

Downloads

Arif Lakhani
CEO - Group Wealth Management
Wealth Management
United Arab Emirates
☎ +971 4 338 4418
a.lakhani@habibbank.com
Nasir Ahmad
Head of Wealth Management
Wealth Management
Switzerland
☎ +41 44 269 45 00
icc.pb@habibbank.com
Kamran A Suhrwardy
Head of Wealth Management
Wealth Management
United Arab Emirates
☎ +971 4 373 5200 Ext.2625
k.suhrwardy@habibbank.com


David Wartenweiler
Group Chief Investment Officer
Wealth Management
Switzerland
☎ +41 44 269 45 00
icc.pb@habibbank.com

NOTE: Certain products, services and features may only be available in specific countries. We are working on bringing them to your region soon.
 










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