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| Testimonials |
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My wealth manager patiently worked with me to rebuild my long-term investment plan. He explained goals based investing to me and we used this style of investing to make an asset allocation that would meet my financial goals.
Mohammad Bin Haider |
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I wanted to know more about investing in the stock market. My wealth manager explained the basics of stocks and the risks. I eventually decided the stock market was not for me. My wealth manager helped me to understand asset allocation and eventully he created a simple asset allocation that matched my future goals.
Amna Soud |
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After the Credit Suisse crisis in 2022 and 2023 I became worried because my investments were held in custody only in Swiss banks. My wealth manager helped me to understand custody diversification and we made a custody diversification plan and implemented it.
Dimitri Petrov |
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I wanted to invest according to Islamic principles. My wealth manager was knowledable about Islamic finance and helped me to create an asset allocation that was compatible with Islamic principals.
Ahmed Ali |
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