Private banking is a specialised banking service that caters to high net worth individuals. They are usually very successful businessmen, entrepreneurs, or inheritors of the family wealth.
Private bankers assist them in managing wealth, by providing a very personalised service as they work out a customised solution to meet their clients’ personal preferences and their life’s unique requirements.
Be it a hands-on and discerning client who wishes to be involved in the day-to-day management of his money and requires only financial recommendations and advice; or a client who empowers our team of financial specialists to execute beneficial transactions on his behalf within a pre-determined set of objectives and comfort zones. Private bankers will always act in accordance to their clients’ risk profile and only with their express approval.
Services typically rendered by a private bank include investment advice, discretionary portfolio management, lending, insurance, estate and trust planning, and wealth structuring.
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