Ongoing investment advice with comprehensive product recommendations and a dedicated team of specialists to grow and preserve your investments.
The key features of our Wealth Management service are continued investment advice tailored to your specific financial goals and a bespoke investment process that helps you meet them. Our team also provides comprehensive wealth management services, including asset allocation, lifestyle planning, portfolio reviews, tax planning and retirement income strategy.
You'll find BOF BANK a more personalised service where you can take the time to understand your options and make the right decision for you in the long term. We are efficient investors that keep our costs down, leaving more room for growth in future years and exceptional value for money.
BOF BANK Private Clients enjoy a personal relationship with a team of professionals dedicated to serving international investors, designed for the client who seeks ongoing advice, personal attention and superior client service.
Private clients work with a Financial Consultant, who manages the overall relationship with BOF BANK, and a Private Client Advisor, who considers your goals, your current investments and the complexity of your financial situation.
Wealth Management is available to clients who have at least US$500,000 to invest at initial enrolment. An annual Management Fee is determined upon discussion with your Financial Consultant and Private Client Advisor.
Most investments carry risks that can feel too deep for your pockets. Customised wealth management advice helps you balance risk with reward so you can maintain stability despite fluctuations in the financial markets, without letting your other assets sink the boat.
The market is oversaturated with investment choices. Rather than throwing yourself into the fray, our advisors help you assess your financial situation and work out how your assets can complement each other.
With our tailored approach to investing, we build a personalised portfolio that helps you reach your financial goals, based on your unique objectives and risk profile. We remain focused on delivering value and taking care of clients well beyond their initial investment.
Designed to generate positive total returns from a diversified portfolio of Sukuk, bonds, other fixed income securities and collective investment schemes. In normal circumstances the investment aims to deliver income in excess of the average rate achievable through a one-year cash deposit, including Islamic Capital Markets and Shariah compliant fixed income investing.
Appropriate for sophisticated investors seeking high growth. It can hold multiple asset classes but focuses on growth with less concern about volatility, so up to 100%* of net assets may be invested in international equity markets through regulated collective investment schemes, onshore and offshore.
Appropriate for investors seeking growth over the longer term. The investment holds multiple asset classes, and up to 100%* of net assets may be invested in international debt and equity markets through regulated collective investment schemes, onshore and offshore.
* This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.
Capital raising, M&A advisory, securitisation, IPOs and Shariah compliant services through our Islamic Window.
Explore Service 03Invest across equities, bonds, commodities and alternatives through BOF Fund 1.
Explore Service 04Tailor made short, medium and long-term solutions for imports, exports, guarantees and financing.
ExploreWealth Management is available to clients with at least US$500,000 to invest at initial enrolment. Tell us about your goals and we will introduce you to a Private Client Advisor.
Or email info@bofbank.com.