Commercial Bank of Dubai launches CBD Invest, strengthening how customers understand and manage their finances whilst embedding financial planning into everyday banking

Commercial Bank of Dubai (CBD) has launched CBD Invest, a digital wealth offering embedded within the CBD Mobile App that unifies investing, financial planning and advanced analytics for affluent, Elite and Private banking customers. At the centre of the platform is Wealth 360, a market-first consolidated view that combines CBD accounts with selected external assets and liabilities to provide a comprehensive snapshot of a customer’s financial position. The bank said the app initially supports US-listed equities and Exchange Traded Funds, with live pricing and plans to add more asset classes and capabilities over time.

“Customers are not simply looking for increased digital offerings, they are looking for clarity, confidence, and a trusted partner to help them navigate complexity. CBD Invest reflects our commitment to backing our customers with the tools, insights, and transparency they need to make informed financial decisions and plan responsibly for the long term. We are making investing more accessible, more intuitive, and firmly grounded in prudent financial planning,” said Dr. Bernd van Linder, Chief Executive Officer of CBD.

Platform features and customer experience

CBD Invest merges the bank’s existing investment capabilities into a single, secure platform accessible via the CBD Mobile App. Wealth 360 allows customers to view how their wealth is structured today and how it evolves over time by aggregating CBD-held accounts alongside external assets and liabilities. The platform includes advanced portfolio analytics that go beyond performance reporting, letting users evaluate returns against major global indices, inspect asset allocation, identify key drivers of performance and use structured indicators to support disciplined decision‑making.

The offering emphasises goal-based investing: customers can define investment objectives, track progress and adjust strategies as circumstances change, effectively linking portfolios to specific outcomes. For Elite and Private Banking clients, CBD Invest is positioned to complement personalised relationship management and specialist investment expertise, combining human advice with digital insights to support complex needs around portfolio construction, diversification and long-term planning.

Business rationale and positioning

• Target users: Affluent, Elite and Private banking customers.
• Initial tradable assets: US-listed equities and Exchange Traded Funds, with live pricing.
• Unique capability: Wealth 360 aggregation of internal and selected external assets/liabilities.
• Governance: Built on CBD’s secure and regulated infrastructure; additional asset classes to be added over time.

Commercial Bank of Dubai framed CBD Invest as a strategic pillar in elevating its wealth management proposition and embedding financial planning into everyday banking. The bank underlined that the platform supports its digital-first approach while preserving the option of human-led advisory for more complex client needs.

Outlook

CBD said the launch aligns with its wider effort to be among the UAE’s leading premium wealth managers and to democratise access to sophisticated portfolio analytics. As of 30 June 2026, the bank reported total assets of AED 154.5 billion and a net profit of AED 1,885 million before tax, figures it will likely seek to bolster through expanded wealth revenues. CBD plans to roll out more asset classes and enhanced capabilities for CBD Invest over time, while continuing to combine digital tools with personalised advice for Elite and Private Banking clients.

For media enquiries, the bank listed its PR contact: cbd.ogilvypr@ogilvy.com.