Discretionary Portfolio Management

Optimise Investment For Long Term Growth

Our investment services are meticulously tailored to meet your unique requirements and circumstances, with a strong focus on wealth management and preservation. We work with you to understand your investment profile and long-term financial goals, based on which we propose strategic allocations for your wealth and tactically manage the resulting portfolio on your behalf. Our approach ensures that your investments are aligned with your objectives, providing you with peace of mind and sustained growth.

Risk Profiles

Your Investments are in Capable Hands

When investing on your behalf, we aim for optimal portfolio diversification by investing across global public and private markets to achieve consistent returns aligned with your risk profile. We provide global multi-asset and single-asset solutions for both traditional and Islamic investors. Additionally, we are committed to developing portfolios tailored to your specific needs.

Explore the Benefits of Our Discretionary Portfolio Management Service

Strategy Alignment

Alignment of investment strategy and portfolio with your long-term goals.

Professional Handling

Professional day-to-day management of your assets by a team of our specialists, led by our Chief Investment Officer.

Continuous Reporting

Regular reporting, performance review, and validation of strategy.

SBA-Governed

Our Discretionary Portfolio Management services are governed by specific guidelines issued by the Swiss Bankers Association (SBA).

To Find Out More

Get in Touch

Head Office

Habib Bank AG Zurich
Weinbergstrasse 59, 8006 Zurich
Switzerland

Phone:

+41 44 269 45 00

Email:
infoch@habibbank.com

DIFC

Habib Bank AG Zurich (DIFC office),
Burj Daman Building 801,
Dubai International Financial Centre
Dubai, United Arab Emirates.

Phone:

+971 (4) 5492800

Email:
hbz.difc@habibbank.com

Rep Offices

Rep Offices