Wealth Management

Real estate investors are all individual and as a result they require individual solutions and strategies for their investments to create opportunities that are tailored to their needs.

They need products that are customised just for them. Islamic Investments uses its experience and knowledge to create well-informed investment choices and decisions for clients, operating proactively in today’s market while also taking a long-term approach.

Our team of experts maintain a constant awareness of the features and changes in their individual markets throughout Europe. We make our property selections based on in-depth market know-how and thorough consideration of all risks and opportunities. In addition, as a real estate service provider, we carry out specialist research concerning acquisitions of suitable properties as well as the financing at a fund level. We also cover portfolio management, asset and risk management, which also includes extensive reporting tools.

Our clients stand to benefit from this comprehensive realty expertise with each and every fund product.

Range of services

  • Real estate research
  • Acquisition and purchase of suitable properties
  • Financing at the fund level
  • Portfolio management
  • Asset management
  • Risk management
  • Comprehensive reporting

Wealth planning

Wealth planning

Wealth management isn’t just about building a portfolio. We take a holistic, global, yet personalized approach to assessing your needs, which allows us to provide you with long-term, bespoke solutions.

Inheritance

Inheritance

We help you to ensure a smooth transition of wealth from one generation to the next. From organizing lifetime gifts, drafting and implementing your testamentary dispositions, or identifying and implementing the right succession planning vehicle; we ensure that your wealth is structured around your objectives and any legal and tax implications that may arise when passing it on.

Financial planning

Financial planning

We organise your wealth to support your needs and goals, both now and in the future. To this end, we run in-depth wealth diagnostics, including analysing your professional and private projects, in order to manage your liquid assets and measure the growth in your wealth over time.

Pension provision

Pension provision

We advise you on setting up pension provisions which fit with the management of your broader financial assets. By integrating the management of your pension provision with your other assets, we can mitigate your overall tax liability and plan for the long-term.

Relocation

Relocation

If you’re thinking about moving, we help you identify any personal, legal and tax issues that may arise, so that you can make the most informed decision. If you do decide to relocate, we’ll structure your assets according to the prevailing rules and laws in both jurisdictions of departure and arrival. We’ll also support you with any administrative tasks your move creates.

Family business

Family business

As an independent family business, managed by several generations of entrepreneurial bankers, helping other families organise, protect and transmit their wealth is part of our DNA. We offer seminars about various topics specific to family businesses, such as governance, succession and wealth planning.

We apply a common sense approach to managing the money you trust us to invest. Our ultimate goal is to help you preserve and grow real capital value over the medium/long term, together with the income generated thereon.