Wealth Management | Rafidain Bank

Live Commodities & Markets

Bespoke Investment Strategies

Our Open Architecture platform ensures you receive unbiased, independent advice. We partner with the world's leading asset managers to provide you with exclusive access to top-tier funds, private equity, and structured products.

Discretionary Portfolio Management (DPM)

Delegate the day-to-day management of your investments to our expert portfolio managers, executing strategies strictly aligned with your risk appetite and yield objectives. Includes quarterly performance reviews and automatic rebalancing.

Advisory Services & Brokerage

Maintain complete control of your financial decisions while leveraging the macroeconomic insights and targeted recommendations of our dedicated investment advisors across global equities and fixed income markets.

The Advisory Process

1. Discovery

In-depth consultation to map your short-term liquidity needs and long-term generational goals.

2. Asset Allocation

Designing a tailored mix of traditional and alternative investments to optimize risk-adjusted returns.

3. Execution

Deploying capital efficiently utilizing our institutional trading desks and open architecture platform.

4. Monitoring

Continuous risk management, active reporting, and tactical rebalancing.

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Legacy & Estate Planning

Wealth is about more than accumulation; it is about preservation and transition. We offer comprehensive trust structuring, family governance frameworks, and philanthropic advisory to ensure your wealth serves your family and your community for generations to come, fully compliant with both local regulations and international frameworks.

Speak with a Trust Advisor