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Private Banking & Wealth Management
Turn trading profits into wealth that lasts
Trading builds profits. Private banking is where those profits become something more lasting. Our team works alongside clients to move capital into properly diversified, professionally managed portfolios.
What We Offer
- A dedicated relationship manager and investment advisor
- Discretionary and advisory portfolio management
- Access to equities, bonds, funds, and precious metals
- Help coordinating estate and succession planning
- Access to Lombard lending against your portfolio
Discretionary vs. Advisory, in Plain Terms
Under a discretionary mandate, you agree on a strategy and risk profile with your advisor up front, and the portfolio is then managed on your behalf within those parameters, without needing your sign off on every individual trade. Under an advisory mandate, your advisor proposes trades and portfolio changes, but you make the final call on each one. Many trading clients choose advisory for their private banking allocation specifically because they are used to making their own market decisions and want the same control here, while others, especially those already spending significant time actively trading their own capital elsewhere, prefer discretionary so this portion of their wealth runs on autopilot.
Who It's For
Private banking relationships typically start at USD 250,000 in investable assets. If you are an active trader with a strong, verifiable track record but have not hit that mark yet, talk to us, we look at these case by case.
Ready to get started?
Tell us a little about your business or your trading, and a relationship manager will walk you through everything from there.
