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THE OFFSHORE FINANCIAL OMBUDSMAN

 

Private Clients ~ Investments | Trusts | Retirement Planning | Education fee Planning | Personal Banking | Private Banking
Corporate Clients ~ Corporate Banking | Company Formation | Key-Man Insurance | Group Pension Schemes | Group Healthcare Plans
Home > Private banking

Private Banking

Whether you are rapidly progressing in your career, or building your business, and are looking to build your wealth, a private bank can offer a range of tailored solutions. Equally, if you have built your wealth and wish to see it grow, an approach to total wealth management, supported by award winning investments will help you achieve your goals.
Your private banker will work with you to truly understand and help meet your financial needs in an integrated way from your perspective. As a client of an established private bank can expect a full range of services:

Banking
A private bank account (Swiss numbered accounts on request), full range of credit and charge cards, including, online banking and borrowing to suit you.

Investments
A comprehensive range of investment services, tailored to private clients.
Tax, trusts and pensions

Clients have access to a team of specialists in tax, trusts and pensions.

Commercial banking
Our private banks also provide a commercial service for those clients who seek personalised business banking solutions.

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