Asset / Wealth Management

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Central Asia Investment Bank offers ongoing investment advice with comprehensive product recommendations and a dedicated team of specialists to grow and preserve your investments. The key features of our Wealth Management service are continued investment advice tailored to your specific financial goals and a bespoke investment process that helps you meet them. Our team will also provide comprehensive wealth management services, including asset allocation, lifestyle planning, portfolio reviews, tax planning and retirement income strategy.

You’ll find CAIB a more personalised service where you can take the time to understand your options and make the right decision for you in the long-term. As well as being efficient investors that keep our costs down so we have more room for growth in future years which enables us to offer exceptional value for money.

We have a range of services available to help you achieve your goals and suite your requirements:
  1. Wealth Management Accounts
  2. Personal Wealth Advisory
  3. Portfolio Management Services
  4. Residential Finance
  5. Retirement Planning & Advice for Others 
  6. Asset Management Solutions (Private Clients) 
Investment Fund & ETF Solutions Split the burden of managing your money across all our investment platforms to our team of specialist financial advisors. Each financial advisor will have expertise in one or more sectors of the market, which allows them to deliver bespoke advice that is tailored to you and your needs.
Favourable Tax Rate
Wide Range Of Solutions

How It Works:

Customised Wealth Management Advisory

Most investments have untold risks that might feel too deep for your pockets. How do you know what investments you should be making? And how do you make sure that your other assets (your house or your car) don’t sink your boat? The answer is customised wealth management advice – if you want help balancing risk with reward so that you can maintain some stability despite fluctuations in the financial markets.

Ongoing guidance:

All of us are up to our necks in debt these days: student loans, car loans and mortgages. That means that we’re all looking for ways to earn interest on our savings – and that means that the market is oversaturated with investment choices. But you don’t have to throw yourself into the fray: customised wealth management advice can help you assess your financial situation and figure out how your assets can complement each other so that they don’t end up sinking your boat.

 

Bespoke Personalized Connection

With our tailored approach to investing, we build a personalized portfolio that will help you reach your financial goals. Leveraging our wealth of experience with the world’s most successful investors, we create financial plans based on your unique objectives and risk profile.

We remain focused on delivering value and taking care of our clients even beyond when they originally invest with us.

Benchmark:

Central Asia Investment Bank is highly competitive in terms of fees and we ensure the highest levels of client satisfaction and loyalty by providing timely transaction execution, as well as resolution through portfolio refinancing/redemption or collateralisation. Our fee model is very simple – we provide the best possible service at the most reasonable cost.
CAIB Management is available to clients who have at least US$500,000 to invest at initial enrollment. An annual Management Fee shall be determined upon further discussion with CAIB Financial Consultant and Private Client Advisor.

Fixed Income Securities

This investment is designed to generate positive total returns from a diversified portfolio of Sukuk/bonds and other fixed income securities and collective investment schemes. In normal circumstances, the investments will aim to deliver income in excess of the average rate achievable through a one-year cash deposit.

This service offers services like Islamic Capital Markets Investing and Fixed Income Investing. 

By being a part of this process, CAIB helps investors feel secure that their money is going towards an environment that meets all expectations related to Shariah-compliance.

Malaysia has always been in the forefront of Islamic banking and finance in the world and, where CAIB is headquartered, Labuan International Business & Financial Centre has been intensively supporting and promoting internationalisation of Islamic finance activities throughout the world.

High Growth Securities

This investment is appropriate for sophisticated investors who are seeking high growth.

It can hold multiple asset classes but focuses on achieving growth with less concern about volatility, so up to 100%* of its net assets may be invested in international equity markets through the securities of regulated collective investment schemes in both onshore and/or offshore markets.

Note: * This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.

Long-Term Securities

This investment is appropriate for investors who are seeking growth over the longer term.

To achieve this, the investment holds multiple asset classes. Up to 100%* of its net assets may be invested in international debt/equity markets through the securities of regulated collective investment schemes in both onshore and/or offshore markets.

Note: * This percentage is indicative only and the Investment Manager may, if necessary, alter or adjust it because of prevailing market conditions.