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Premium Banking & Investments

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Premium Banking & Investment (PBIS)

PBIS aspires to be your first choice as the trusted provider of premier banking and investments services.

Investing is an attractive way to build your net worth whether it is for retirement, education of your children, to meet stated corporate investment goals or to ensure meeting the charitable needs of your foundation. Our professionals can assess and manage your existing portfolio and assist you in developing an investment plan that suits your goals, risk tolerance and time horizon. PBIS clients have the option to choose from three distinct service levels described as follows:
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Managed Investment Portfolio:

This service matches clients to an investment profile based on their financial goals, time horizon, and risk tolerance. We offer four Managed Index Portfolios—Defensive, Conservative, Moderate, and Growth—to help clients achieve their long-term financial objectives. These highly diversified, actively managed portfolios invest globally in fixed income, equities, and alternatives.

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Investing through a Brokerage Account:

This service is designed for clients who want to do their own research and trade independently. You can choose from a full range of investment choices; stocks, bonds, ETFs and mutual funds. The minimum account requirement is USD 100,000. Please see our Fees & Commissions page for the minimum trade for stocks, bonds, and mutual funds.

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Financial Planning:

Financial Planning is the process of meeting your life goals through the proper management of your finances. The process provides direction and meaning to your financial decisions and it allows you to understand how each financial decision you make affects other areas of your finances. We offer diverse services covering key aspects of Financial Planning. This service is designed for clients with investable assets of USD 500,000.

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