Private Banking Solutions
Private Banking consists of highly personalised financial services and products offered to our High-Net-Worth Clients.
This includes a wide range of wealth management services all provided under one roof. Services include investing and portfolio management, tax services, insurance and trust and estate planning.
Leveraging Existing Assets
A key feature of this solution is that it allows our Clients a lending facility against their investments. They can often borrow up to 75% of their portfolio value at incredibly competitive rates. The investment returns should more than cover the debt requirements, allowing additional funds to be deployed towards our Clients’ objectives.
Despite the banking world shifting to a more automated and digitised offering, we maintain that a personal relationship is always best. This allows us to offer a variety of privileges, to include a truly tailored service, which has become an increasingly rare occurrence.
Our Private Banking Clients receive preferential pricing on financial solutions. Discretion is at the heart of this offering, allowing our Clients’ dealings to be kept confidential and anonymous.
