Private Wealth Management
In managing our client’s assets, we strive for more than the biggest and quickest possible profits. We want to ensure the prosperity of our client and his or her family far into the future.
More details on Private Wealth Management:
We create investment portfolios, complete transactions on behalf of clients, monitor portfolio performance, collect information, conduct trend analysis and provide securities-based lending at competitive rates.
To evaluate risk we conduct a detailed analysis of the market and develop several long-term investment scenarios.
In developing portfolio investment plans we consider the cost of maintaining a certain standard of living. We also plan large acquisitions.
We perform business process audits, develop tax-optimization solutions, prepare financial reports and represent our client’s interests with governmental agencies
We locate properties on the real estate market, plan purchase terms, verify authenticity of titles, conduct expert appraisals and provide full legal support for completing real estate transactions.
We plan for and purchase companies (or their parts), perform audits and evaluate the suitability of investing in existing or new projects.
In order to ensure the most effective management of assets, we provide clients with access to the full range of our bank’s solutions, services and capabilities. We will always find the right specialist to address specific concerns and locate required resources.