Investment Management

At NBK Wealth, we've partnered with FinaMetrica, an Australian firm renowned for its personal financial risk profiling expertise. Together, we bring you a scientifically validated tool that assesses your risk tolerance. Trusted by top financial advisors in 23 countries, the FinaMetrica Risk Profiling system is recognized globally as the best practice in understanding your unique financial risk profile.

At NBK Wealth, we personalize your asset allocation to align with your goals. Our experts strategically distribute your portfolio across diverse asset classes based on your age, risk tolerance, and investment horizon. Trust us to optimize your investments and help you achieve your financial aspirations.

Effective Asset Allocation of a portfolio varies 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.

We provide investment solutions in all asset classes, from traditional to alternative asset classes. Our dedicated team of investment professionals aims to select and offer access to the best managers and financial products in each asset class.

We understand that each client is unique, and we provide personalized investment proposals based on your individual financial objectives and needs. To get started, we offer detailed information about our standard model portfolios, which serve as the foundation for tailor-made solutions.

We use model portfolios as the ingredients for a tailor-made solution for our clients.