The main objective in this area of business is the provision of personalised advice on investment and patrimony protection for clients in the high-income bracket.

Every client is advised by a private banker, who has at his disposal technological resources which provide him, at any time, with an overview of the client’s situation in the Bank.

The Private Banker, therefore, is charged with advising the client in several areas, the principal of which are as follows:

• Asset management covering a range of products and services, with the main purpose of safeguarding and fostering the client’s financial interests.
• Patrimonial Consultancy
• Fixed and Unfixed Asset Investment Funds and Pension Funds
• Share Capital Management
• Discretionary Patrimony management
• Investment Strategies
• Stock broking
• Research
• Insurance
• Fiscal Planning
• Automatic Private Credit- responding swiftly and automatically to the cash flow requirements of Private Banking clients, which, in certain circumstances, can prevent stoppages in on-going investment projects

With the aim of safeguarding and fostering our clients’ best financial interests, our International Private Banking department provides a wide range of high-quality products and services, which include:

• Offshore Investment Funds
• Offshore Discretionary Management
• Fiscal Planning
• Offshore Structured Products
• International Stock brokerage
• Collateral Credit / Margin Account