P3 - Powerful Partners For Performance
These products and services are only available for accredited investors, please see disclaimer below.
Consistently awarded as the best Private Bank in the Gulf, Ahli United Bank has partnerships with world renowned international firms that bring great value to our private banking customers.
We offer a highly personalized service to our clients along with access to the best Global & Regional products, by working closely in association with the following esteemed global partners:
Allfunds is one of the world’s leading wealth-tech companies providing a pure a full-service approach to financial firms such as ourselves only. Our partnership with them allows us to provide our clients with a seamless access to funds from leading global providers like Amundi, Azimut, BlackRock, Fidelity, Franklin Templeton, Goldman Sachs, Invesco, MFS, Pinebridge, Schroder, Nomura and many more.
TFS Structured Products is part of TFS Derivatives Ltd which is owned by the Tradition Group and benefits from its strong infrastructure. Tradition Group has offices in 28 countries with more than 2,200 employees and is listed on the Swiss & Frankfurt stock exchanges. TFS Structured Products operates out of London, Zurich & Paris offices.
TFS enables us access to institutions who account for more than 95% of structured notes issued globally including BBVA, BNP (Conventional & Sharia), Credit Agricole, CIBC, Citi (Conventional & Sharia), Credit Suisse, Deutsche (Conventional & Sharia) Goldman Sachs, JP Morgan (Conventional & Sharia), Morgan Stanley (Conventional & Sharia), Natixis, Nomura, Soc. Gen (Conventional & Sharia) & UBS.
Azimut is the largest independent asset manager in Italy. The company offers investment solutions that best meet client needs by providing them with balanced and complete product offering, which are focused on innovation and performance. They also manage the world’s largest Global Sukuk Fund and our partnership with them allows us to offer client’s customized sharia compliant fixed income portfolios with inbuilt financing to enhance returns.
Mubasher Financial Services is the Middle East Region’s leading brokerage service provider. Mubasher provides multi-market, multi-asset class trading via award winning technology platforms and customer service. Mubasher platform is the only trading platform in the world that provides online trading access to all major Arab and International stock exchanges over a single platform, with many new enhancements and other financial instruments to be added in the future.
LaSalle Investment Management is a leading global real estate investment manager with $67.6bn in assets under management. It has, for over 40 years, built long-term and trusted relationships with its clients. LaSalle is focused solely on real estate investment management, bringing a unique focus and depth of expertise to the sector. LaSalle’s Global Partner Solutions division enables our clients to access global investment opportunities by partnering with expert real estate operators through a wide variety of investment vehicles.
Nuveen Real Estate is one of the largest investment managers in the world with $130 billion of assets under management. Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, Nuveen provides access to every aspect of real estate investing. Nuveen has been partnering with us for many years, providing our clients access to UK and US real estate markets.
JLL is a world leader in real estate services working with clients to buy, build, occupy and invest in a wide spectrum of real estate assets including industrial, commercial, retail, residential and hotels. JLL’s UK team has partnered with us for several years to manage successful strategies in the UK real estate market for our institutional and private clients.
We understand the need from our clients to develop well designed legacy transfer and planning utilizing structures and life insurance to protect our client’s assets and preserve and protect their wealth for future generations in line with their wishes. We do this through our dedicated wealth planning team who utilize the services of core provider to help design and implement the tailor-made solutions for each client to meet their specific needs. We use the following partners to support us in this wealth and succession planning.
IQEQ (Guernsey) Limited is a long established and professionally managed trust company and corporate administration business. With a dedicated and experienced team based in Guernsey provided by IQEQ we are committed to delivering a first-class client service in an efficient and expert way, always focused on being responsive and innovative.
JLT is a global organization of specialists and one of the world’s leading providers of insurance and risk management brokerage and associated services. Their globally coordinated approach enables them to share knowledge, solve problems and deliver the best protection solutions for our clients.
Key Features of ULI
• Universal Life is a Flexible and Enhanced Whole of Life Insurance policy issued offshore from Singapore, Hong Kong or Bermuda and is exclusively for High Net Worth Individuals.
• Provides High Death Benefit coverage from Day 1 and insurance cover is whole of life (effective up to age 121) and is typically based on single premiums.
• Builds up cash value over time due to guaranteed interest rate crediting by the insurance company and has day 1 cash surrender value.
Benefits of ULI
• Family Wealth Preservation/Income Replacement: Provides for family’s financial needs without compromising existing wealth.
• Business Legacy/Estate Equalization: Enables owner to pass the Business to family successor most qualified to run the business with policy proceeds for remaining family members to ensure equitable distribution of wealth.
• Estate Duty/Inheritance Tax: Creates liquidity to fund estate duty / inheritance tax. This benefit would be quite useful for all our clients who have properties in the UK and elsewhere in Europe.
• Key Man Protection For Business Continuity: Compensates company’s expected loss in earnings on premature demise of insured, ‘key man.’
• Key Employees Retention Program: Provides solutions for business owners to retain talented key persons and succession planning.
How can I know more about the Banking Solutions?
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