Commonwealth Bank Private Banking 2025 Review

SMSF Expertise

Min: AUD 5,000,000 Fees: 0.65% - 1.45% Founded: 1911 Locations: 1 Countries

Overview

Australia's largest bank offering comprehensive private banking services with strong domestic expertise and Asia-Pacific reach. Founded in 1911, Commonwealth has established itself as a trusted partner for high-net-worth individuals and families seeking comprehensive wealth management solutions.

With a minimum investment requirement of AUD 5,000,000 and management fees ranging from 0.65% - 1.45%, Commonwealth Bank Private Banking provides personalized service and sophisticated financial strategies tailored to each client's unique needs and objectives.

Minimum Investment

AUD 5,000,000

High-Net-Worth focus ensuring sophisticated service and expertise

Management Fees

0.65% - 1.45%

Competitive pricing for comprehensive private banking services

Founded

1911

Long-standing heritage in private banking and wealth management

Global Presence

1 Countries

International network supporting global wealth management needs

Private Banking Services

Investment Advisory

Professional investment advice leveraging research and market insights

Estate Planning

Sophisticated estate planning and wealth transfer solutions for complex family structures

Tax Optimization

Professional financial services tailored to high-net-worth requirements

Business Banking

Professional financial services tailored to high-net-worth requirements

SMSF Services

Professional financial services tailored to high-net-worth requirements

Asia-Pacific Investments

Professional financial services tailored to high-net-worth requirements

Global Presence

Commonwealth Bank Private Banking operates in 1 countries and territories:

Australia

Ideal Client Profile

High-Net-Worth individuals

Individuals with substantial investable assets seeking comprehensive private banking services

Multi-generational families

Wealthy families focused on coordinated financial management and wealth transfer planning

Business owners and entrepreneurs

Entrepreneurs requiring integrated banking, lending, and succession planning services

Corporate executives

Senior executives with complex financial needs and equity compensation

Professional investors

High-earning professionals requiring specialized wealth management

International clients

Globally mobile individuals with cross-border banking and investment needs

Key Strengths & Advantages

✓

Comprehensive wealth management expertise

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Experienced private banking professionals

✓

Tailored investment strategies

✓

Global market access and insights

✓

Strong client relationship focus

✓

Sophisticated financial solutions

Bottom Line

Commonwealth Bank Private Banking is ideal for: High-Net-Worth individuals and families seeking smsf expertise with personalized service and comprehensive wealth management capabilities.

Consider alternatives if: You require different minimum investment thresholds, prefer alternative fee structures, or need specialized services not offered by Commonwealth.

Overall Rating: ★★★★☆

Solid private banking option with comprehensive services and experienced professionals

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