Wealth Management

Wealth Management

Cedrus Invest Bank is nothing like traditional banking. The nature of the services we offer goes beyond receiving deposits and giving loans; it is more about finding ingenious solutions to complex situations and helping opulent individuals and their families manage their wealth at present, as well as creating new sources of wealth for future generations. 

Our approach is distinctive for the following reasons:


  • Each of our seasoned Relationship Officers is assigned a number of customers with whom he or she would work closely so as to understand their needs and identify their financial and non-financial goals, before deciding on and producing a solution personalized to each client’s exact business and personal requirements.
  • Our investment advisors and portfolio managers have extensive experience in managing investments based on market knowledge, technical analysis, and depth of experience.
  • We pride ourselves in bringing an independent point of view while taking into consideration international banks’ research and maintaining an open architecture model.
  • Our clients have the choice to select their preferred asset booking center—whether locally with Cedrus Invest Bank, or abroad (mainly in Switzerland) with any of the major banks that CIB has concluded cooperation agreements with. In either case, our dedicated staff would be overseeing and/or managing the clients’ accounts.


We offer two types of Investment Mandates:

  • Discretionary Management: This approach is designed for clients who lack the time and resources to monitor the global financial markets themselves. We work together to define the investment strategy, taking into account the client’s risk profile and other constraints while he or she delegates daily investment decisions to us.
  • Advisory Mandate: Alternatively, this approach allows the client to benefit from our advice while making the actual investment decisions him or herself.

In both cases, clients are made aware of the portfolio composition and evolution through regular reporting.