Investment Management

Alhambra Bank & Trust Limited provides investment management services to private banking clients with a minimum relationship of USD $1,000,000. Our approach is grounded in global, multi-asset portfolio construction aligned to each client's objectives, risk tolerance, time horizon, and regulatory considerations.

Investment Approach

We do not adopt a one-size-fits-all product model. Each client relationship begins with a thorough assessment of financial objectives, existing asset base, liquidity requirements, tax residency, and any specific investment constraints — including Shariah-compliance requirements.

Asset Classes

• Global equities — developed and emerging markets
• Fixed income — government, investment grade, and credit
• Alternative investments — private credit, real assets, structured products
• Shariah-compliant investment structures and sukuk
• Currencies and foreign exchange instruments
• Structured capital-protected and yield-enhanced deposits

Past performance is not indicative of future results. The value of investments may fall as well as rise, and clients may receive back less than they invest. This information does not constitute investment advice or a solicitation.