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.