Clients who meet minimum portfolio requirements may also benefit from our Al Khalifa Finance House. Wealth Management service. Al Khalifa Finance House advisors work closely with our Private Wealth clients to deliver innovative solutions customized to meet their individual wealth management needs.

Unlike conventional methods which require you to coordinate with a myriad of specialists - investment advisors, insurance agents, accountants and attorneys - the Al Khalifa Finance House Private Wealth Management service integrates these services with the convenience of a single point of contact.

By complementing our resources with those of outside experts, we can help streamline and enhance your wealth management plan. We systematically address each area of concern, or planning opportunity, to assure integration and coordination of the different aspects of your total financial picture.

Al Khalifa Finance House Private Wealth ManagementĀ® provides advanced planning and comprehensive wealth integration services during the entire life cycle of investments.

Wealth Management Analysis.

Financial Planning

Tax Planning
Estate Planning
Education Planning
Life Insurance and Annuities

Portfolio Management

Cash Management
Capital Market Raising
Capital Projects Financing
Offshore Investments

Investment Advisory

  • Investment Strategy
  • Asset Allocation
  • Portfolio Evaluation & Monitoring
  • Investment manager research.

15th Floor, Almoayyed Tower 2504,
Seef 428, Bahrain.
Telephone: +973 33568973