PRIVATE BANKING
In general, private banking services are designed to offer a more personalised and exclusive approach to managing the financial assets of high net worth clients.
This implies a higher degree of personalised attention and a focus on protecting and growing clients' wealth.
It is important to note that private banking services are personalised and tailored to the needs of each client. Therefore, the services offered may vary according to the client's specific needs:
- Asset management: This service involves the management of clients' investments, including the creation of customised portfolios to suit their needs, objectives and risk profile.
- Financial advice: Private banking provides personalised financial advice to help clients make informed investment and other financial decisions.
- Banking services: Banking services include opening and managing current and savings accounts, issuing personalised credit and debit cards, international transfers, among others.
- Wealth planning: This service involves the planning and management of clients' wealth structure, which may include estate planning, asset protection, among others.
- Concierge services: Private banking may also offer concierge services, such as travel reservations, restaurant reservations, access to exclusive events, among others.
- Investment banking: Private banking clients can also access investment banking services, such as participation in public offerings, bond issues and other investment products.
- Tax and legal services: Private banking can also provide tax and legal advisory services to help clients comply with applicable laws and regulations.
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