Invest in international markets in an easy, transparent and cost efficient way

Wise Gulf Bank

Easy

In few minutes, we create an investment portfolio that meets your goals.

Wise Gulf Bank

TRANSPARENT

Monitor your investment portfolio anywhere and anytime.

Wise Gulf Bank

COST EFFICIENT

One low fee and reduced taxes.

How it works

Wise Gulf Bank

1. GET TO KNOW YOU

We take you through a simple questionnaire. In few minutes we determine your financial goals, risk appetite and time horizon to create a portfolio that meets your needs.

Wise Gulf Bank
Wise Gulf Bank

2. CREATE A PLAN

WISE service follows the Nobel Prize winning passive index investing strategy. The main principle of this investment strategy is that, it is impossible to consistently beat the market on the long run. The best risk adjusted returns are created by investing with long term view in a globally diversified portfolio consisting of low cost passive index investment, tracking the returns of the market.

Wise Gulf Bank
Wise Gulf Bank
Wise Gulf Bank

3. INVEST YOUR FUNDS

We invest your funds in low cost and diversified Exchange Traded Funds. We rebalance your portfolio annually to the target allocation.

Wise Gulf Bank
Wise Gulf Bank

4. EXPERT GUIDANCE

Our investment advisors are available to assist you in order to achieve your investment objectives.

Wise Gulf Bank

We are here to assist you.

Features

Innovative approach that allows you to monitor your portfolio from your personal devices.

Details of your portfolio composition and performance will be available on your Mobile and Online Banking, in addition to a periodic statement sent to your email.

Wise Gulf Bank
Wise Gulf Bank

Costs cut your return, even small differences in costs make a big impact in the return on the long term.

Our goal is to keep the total cost of managing your investment under 1% without any hidden fee or commission. Together with the yearly rebalancing benefits the WISE service on average provides a 1.4% extra return over the long term.

Wise Service Cost v/s Typical Funds 1.00%
Automatic rebalancing 0.40%
Total 1.40%

The foundation of the strategy is a Nobel Prize-winning strategy developed after years of academic research and proven tangible results.

The results showed that diversification and investing for the long term are key components to reach future financial goals while keeping your risk exposure at a minimum.

Wise Gulf Bank