Commercial Bank of Dubai has rolled out CBD Invest, a new digital wealth management offering embedded within its mobile app that brings investing, financial planning and portfolio analytics into one secure space.
The launch marks a major step in the bank's push to strengthen its wealth management credentials and position itself among the UAE's leading premium providers.
Built for affluent, Elite and Private Banking customers, CBD Invest is anchored by a feature called Wealth 360, which gives users a consolidated picture of their finances by combining CBD accounts with selected external assets and liabilities. The bank describes this as a first for the local market, offering customers a clearer sense of how their wealth is structured and how it changes over time.
The platform also includes advanced portfolio analytics, allowing users to benchmark performance against global indices, assess asset allocation and understand the factors driving their returns. A goal based investing feature lets customers link their portfolios to specific financial objectives and adjust their strategy as circumstances shift.
In its initial phase, CBD Invest allows customers to build and manage portfolios of US listed equities and exchange traded funds directly through the app, with access to live pricing. The bank plans to expand this to additional asset classes over time.
Dr. Bernd van Linder, CBD's Chief Executive Officer, said customers today are looking for clarity and confidence rather than just more digital tools, and that CBD Invest was designed to support informed, long term financial planning.
For Elite and Private Banking clients, the digital platform works alongside dedicated relationship managers and specialist advisers, combining automated insights with personalised, human guidance for more complex wealth needs.
News Source: Ogilvy
