Who We Are
Bankers Consultants was founded in Kuwait as a closed shareholding company to offer diversified financial services with innovative solutions across a wide range of sectors in the Middle East, Africa and GCC. The company is supported by a long and sound experience of its partners which extended over 25 years in the financing and Investment Industry. At Bankers Consultants, we are in the business of exceeding client’s expectations in a team spirit environment, promoting and enjoying opportunities with growth and success. Bankers Consultants was created to be effective member of financial & Investment advisory society that provides research, technical advice and innovative solution to cater clients need. Bankers Consultants commitments to excellence is coupled with its expertise for bringing the highest quality service with absolute success.
Our Vision
To become among one of the top three financial & Investment advisory company of choice in the region.
Our Mission
Our mission is to be your partner who can provide you with a successful tailored made consultancies and financial advisory withthe highest level of integrity service. Our commitment to community is an integral part of our business and constitute a prime pillar in our foundation.
ENGAGEMENT METHODOLOGY
We follow six step processes in full to provide the client with a clear, concise and effective written explanation of which steps are included:
| Financial Advice Process | Related Practice Standards |
| 1. Establish and define the relationship with the client. |
1.1: Inform the Client about financial advice and the Financial Adviser’s Competencies 1.2: Determine Whether the Financial Adviser Can Meet the Client’s Needs 1.3: Define Scope of the Engagement |
| 2. Collect the client’s information. |
2.1: Identify the Client’s Personal and Financial Objectives, Needs and Priorities 2.2: Collect Quantitative Information and Documents 2.3: Collect Qualitative Information |
| 3. Analyze and assess the client’s financial status. |
3.1: Analyze the Client’s Information 3.2: Assess the Client’s Objectives, Needs and Priorities |
| 4. Develop the financial advice recommendations and present them to the client. |
4.1: Identify and Evaluate Financial Advice Strategies 4.2: Develop the Financial Advice Recommendations 4.3: Present the Financial Advice Recommendations to the Client |
| 5. Implement the client’s financial advice recommendations. |
5.1: Agree on Implementation Responsibilities 5.2: Identify and Present Product(s) and Service(s) for Implementation |
| 6. Review the client’s situation. |
6.1: Agree on Responsibilities and Terms for Review of the Client’s Situation 6.2: Review and Re-evaluate the Client’s Situation |