Private bank

A financial institution that offers personalised financial and banking services to high net worth individuals. Such individuals have the resources to invest in a larger variety of financial assets. Private banks provide investment-related advice to match each individual with the most appropriate investments, as well as address a client’s entire financial position. They do so by offering services such as:

  • Asset management
  • Custody
  • Estate planning
  • Brokerage
  • Retirement planning
  • Tax advisory
  • Concierge type services
  • Tailor-made financing solutions
  • Family governance