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Advisory Services

Our highly qualified, accredited Wealth Advisors can support you towards investing in a  personalized portfolio that is tailored to your specific investment needs

Personalized Experience

Our bilingual Wealth Advisors will tailor your wealth management experience in accordance with your individual financial preferences

 

Expertise

Our advisory team can support you in navigating financial markets with their extensive knowledge on trends and latest investment opportunities

On-Going Relationship

Our advisory relationships are built on trust and transparency achieved through careful selection of the right investment solutions based on your individual profile

You can initiate the wealth advisory process in the following three ways:

 

• Contact your relationship manager to set up an advisory meeting at a convenient time and location.
• Call our team of wealth services consultants at +974 4449 5552 (Sunday – Thursday 8 am - 7 pm) to set up an appointment or write to us at invsales@cbq.qa
• fill the lead form at the end of the page and someone from our team will be in touch with you.

Wealth advisory meetings are consultative sessions where our team will work with you to better understand your goals and aspirations. While you do not have to prepare for this meeting, during the session, our team will aim to determine your financial preferences by asking some questions. Based on your responses, we will work with you to develop an investment portfolio that is in line with your risk appetite and return expectations.

Wealth Management Advisory Process 

Our Wealth Advisory is a four-step process that is designed around your specific needs.

Step 1: Financial Review & Defining Goals 

Financial fact finding and discussions focused on financial net worth, risk appetite, goals and time horizon to understand your preferences and needs.


Step 2: Risk Profiling

You will be asked to complete a Risk profiling questionnaire to we can gauge your appetite for investment risk. You will be scored on a scale of 1 (Risk Averse) to 5 (Aggressive). This will determine the nature of investments offered to you.

Step 3: Portfolio Construction & Execution

A recommended portfolio is generated for you in line with your risk profile, time horizon and financial goals. Investments are split across financial classes to achieve diversification and growth objectives.

Step 4: Periodical portfolio & strategy review

Regular portfolio advisory Review meetings to adjust/rebalance your portfolio in line with market trends, expected returns & latest available investment offers.

Schedule an Advisory Meeting

Would you like to have an in-depth discussion to review your financial goals and growth potential?
Allow us to partner with you on your investment journey.

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