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Private Banking and Wealth Management accounts

Offshore Specialists works with top tier banks and asset managers to provide private banking and wealth management solutions for high net worth individuals who need the most sophisticated and advanced wealth management and private banking services.

Some Bank names are:
UBS
Julius Bär
Banque de Luxembourg
Edmond De Rothschield
VP Bank
ABN Amro PB
Pictet et Cie
Audi Private Bank
Coutts Bank
Schroder & Co Bank
JP Morgan
National Bank Of Abu Dhabi

The list is much longer, this is just an example.

The countries and minimum deposit requirements, vary depending on the bank:

  • Luxembourg: $250,000 – $1,000,000
  • Switzerland: $250,000 – $1,000,000
  • Liechtenstein: $100,000, $500,000
  • Lebanon: $500,000 – $1,000,000
  • Dubai: $250,000
  • Singapore: $500,000
  • Hong Kong: $250,000
  • Monaco: $500,000
  • Taiwan: $250,000
  • Andorra: $250,000

 

Many account can be opened without a personal visit or just visiting the branch of the bank in your home country.

All private banking clients receive access to their own dedicated private banker/ wealth manager. The investment choices span domestic and international equities and bonds, funds and hedge funds, currencies, derivatives and structured products.

Wealth Management is a multicomplex sohpisticated and modern approach that goes beyond asset management and includes, for example,  real estate , succession planning, retirement planning,  asset protection from credit, tax planning, etc.
In one word: The care for any aspect that may influences the future wealth of you and your family.

Wealth management accounts are in two forms, both result in the opening of an offshore wealth management account at top tier banks around the world.

  • Discretionary Investment Wealth Management:

    The wealth management of the bank takes care of the asset allocation and portfolio management investing the funds of the  clients.

  • Advisory wealth management:

         The wealth managers provide investment ideas, advice and guidance but the client retains ultimate  investment control.

Fees: $2000 with guaranteed approval. Most accounts can be opened remotely

 For clients interested in wealth management we suggest you to fill the contact form above so we can review your individual case.
  • Please be specific about your needs
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