Investment Management
INVESTMENT MANAGEMENT
INTRODUCTION
NBK Banque Privée is a provider of financial services to its clients. The bank is constantly scanning an ever more complex financial world in search of managers, products and services that are the best in class to satisfy the evolving financial needs of our clients.
NBK Banque Privée has a strategic partnership with Finametrica, an Australian firm, specialized in providing personal financial risk profiling system. Finametrica has establish a rigorous process as to how to establish risk questionnaires based on scientifically assessed questions.
The FinaMetrica Risk Profiling system is a scientifically validated tool for assessing personal financial risk tolerance. It is being used by leading financial advisers in 23 countries and has gained international recognition as world’s best practice.
Asset Allocation is one of the services provided by NBK Banque Privée to its clients.
It is the art of distributing the assets of a portfolio among different broadly defined Asset Classes, be it traditional (Cash, Bonds, Equities) or alternatives (Hedge Funds, Real Estate, Commodities, Private Equity).
Investments are made with a dedicated mix of these Asset Classes in order to achieve specific goals in terms of return, risk and other measurements.
As such, Asset Allocation is a central concept of wealth management, financial planning and investment management.
The effective Asset Allocation of a portfolio will vary from one client to another since it is highly dependent on:
- Age of the client or the life cycle in general.
- Expected return.
- Risk tolerance.
- Investment time horizon.
- Requested liquidity of investments.
- Other constraints.
NBK Banque Privée is able to provide investment solutions in all types of asset classes to its clientele from traditional asset classes to alternative asset classes. The goal of our dedicated team of investment professionals is to select and offer access to the best managers and the best financial products in each asset class.
Each client is unique to NBK Banque Privée and deserves to be offered a personal investment proposal based on her/his personal financial objectives and needs.
As a starting point, we provide in the detailed sections more information about our standard offering of model portfolios.
NBK Banque Privée uses model portfolios as the necessary ingredients to a tailor made solution for our clients.