Private Wealth Management provides personalized financial planning and investment services to individual clients. It focuses on helping clients grow, manage, and protect their wealth through various financial products such as mutual funds, bonds and other investment solutions.
Private Wealth Management
Securing Your Legacy
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Bespoke financial wealth planning and investment services, both onshore and offshore |
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Access to global income and capital appreciation opportunities across global bonds & sukuks, equities and mutual funds |
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Origination of specialized alternative investment options across hedge funds, private credit/equity and real estate markets |
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Consolidated global custody |
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Active advisory model, with portfolio reviews, market insights and direct access to asset management partners |
Private Wealth Management, offered by the Private Banking team, gives clients exclusive access to global equity, bond and multi-asset opportunities through an open architecture model. As well as investing into income paying ideas, clients also have the opportunity to focus their investments on specific regions, sectors and themes. Private Wealth Management also offers Shariah-dedicated mutual funds and ETF’s across all asset classes.
Private Wealth Management clients are able to gain global access to major issues across USD-denominated government and corporate bonds. With live pricing and a multi-broker approach, we ensure that our clients receive best pricing practices and are able to optimize client returns by moving coupon payments directly into our private banking high-yield savings accounts.
Private Wealth Management holds great pride in being able to offer clients a diverse range of Shariah compliant products. Working with third party specialists with established Shariah frameworks, our clients can hold Shariah approved mutual funds and have significant access to the global Sukuk market. This offering allows our clients to align their investments positively with their beliefs.
Available exclusively through our Private Wealth Management services, access to structured products offers clients tailored investment solutions with potential for custom risk-return profiles, including capital protection and enhanced yields linked to the performance of an underlying asset, index, or a combination of securities. They combine different financial instruments to achieve specific outcomes, such as providing limited downside protection against market drops while offering participation in market upside, making them suitable for volatile markets.
Using our multi-broker and independent custody approach, our clients are safe in knowing that access to global equities comes with best execution and custodial services. Within Private Wealth Management, we offer access across all liquid exchanges, where clients can purchase their preferred company stocks and shares.
We like to find liquid alternatives for our clients, with such opportunities offering uncorrelated market returns. These investments could be sourced in the private credit and private equity space, as well as within real estate and precious metals. As with all investment ideas, Private Wealth Management leverages its external relationships to find the best ideas from best in class service providers.
Our Services
Offshore Banking Services
Offshore banking services, with booking centres in Switzerland, Singapore and UAE
Wealth Succession Planning
The Middle East is set to experience a massive wealth transfer, with an estimated $1 trillion being passed down to the next generation by 2030. This shift is driven by high net worth individuals, especially in commodity-rich countries, where assets have grown significantly. While this presents an economic opportunity, challenges like outdated legal frameworks, lack of succession planning, and low financial literacy could hinder the smooth transfer of wealth.
Wealth Management
BankDhofar’s Private Banking services offer access to over 150,000 mutual funds, most of the global bond issues and incorporate Shariah and Sukuk options as well. Income paying options are also available, where clients can expect in the range of 6-9% annual interest. Our services also include obtaining the best foreign exchange and deposit rates.
Structured Wealth Solutions, including Trust-based options
These services are aimed at clients who have significant interests and financial holdings abroad, with the idea of asset and wealth consolidation as well as the creation of offshore trusts to secure legacies.
Foundation and Family Office Structuring
Ensuring that clients have the correct structures in place to set up foundations and family offices, BankDhofar’s Private Banking services can assist clients in setting up onshore and offshore structures that safeguard wealth and assets, ensuring smooth legacy planning.
Asset Backed Lending
Through our external partners, BankDhofar’s Private Banking clients can use assets and investments to lend against, ensuring their wealth is continuously working for them.
It all begins with a conversation…
If you would like to discuss your financial needs with our experts. then please don't hesitate to contact us.
We serve clients who can establish an investment portfolio of at least OMR 400,000 (or local currency equivalent) with us.
Frequently Asked Questions
Contact us
Do you need further assistance or have questions about Private Wealth Management?
We are here to help you. Do not hesitate to contact us.




