Our Services

We offer investment advisory services and a full range of wealth management solutions to help address all your financial needs and objectives.

We provide such services after carrying out risk profiling to assess the risk appetite of our clients.

Business People Analyzing Statistics.

Our Solutions

We deliver comprehensive wealth management advisory solutions to achieve long-term investment results. This is accomplished through our  independent analysis and tailored advice.

Our experienced investment advisors conduct comprehensive risk profiling for each client and take the time to understand client needs in order to offer suitable and competitively priced solutions through our banking and product partners.

Our solutions

Corporate Finance Advisory and Arranging Credit

Our clients receive a range of financing solutions from our network of partner banks that help build their vision. We arrange credit and provide leveraging options for our clients through our banking partners.

  • Portfolio Leverage
  • Arranging Finance/Mortgage

Our solutions

Wealth Planning

Our wealth management services facilitate clients to receive bespoke services, drawing upon the expertise of our dedicated team of professionals in order to preserve, enhance and transfer wealth.

  • Life Insurance Solutions
  • Estate Planning and Succession Planning Solutions
  • Trust Services including dedicated trust companies to create flexible solutions in a variety of jurisdictions
  • Broad range of structures for wealth generation and preservation
Our solutions

Investment Advisory

We provide professional and reliable advice tailored to the financial goals of each client. Our team of experienced and professional investment advisors share timely and informed market insights to assist in portfolio creation, review, structuring, and implementation of various asset classes including:

  • Securities and Custody Platform
  • Stocks, Fixed Income Securities, Forex, Mutual Funds, Commodities
  • Structured Products and Derivatives
  • Private Equity Investments
  • Fixed Deposits

Our Services

Advising on Financial Products

Arranging Credit and Advising on Credit

Arranging Custody

Arranging Deals in Investments

Corporate Finance Advisory & Credit Services

Our partners

Our partners have been selected for their adherence to international best practice in risk management, compliance, control policies and procedures, providing access to private banking centres in Switzerland, Singapore, and the United Arab Emirates.

Our Approach

As your trusted financial partner, our goal is to enhance your wealth and ensure your peace of mind. We work with an open architectural model that enables us to provide you with:

  • A holistic approach
  • Customised investment solutions based on risk appetite and investment horizon
  • High level of Accessibility through a dedicated Relationship Manager
  • More flexibility and faster solutions
  • Variety of products and competitive pricing

The External Asset
Advisory Process

A diagram showing the relationship between Habib Investment, the client, and the bank, as part of the External Asset Management Process.