Choosing the Right Private Bank

A comprehensive guide to selecting your ideal private banking partner

Selection Criteria

Financial Requirements

Understanding minimum investment requirements

  • Minimum investment amounts
  • Fee structures
  • Account maintenance requirements
  • Additional costs

Services Offered

Evaluating service offerings and capabilities

  • Wealth management services
  • Investment options
  • Banking services
  • Additional features

Global Presence

Assessing international capabilities

  • Geographic coverage
  • Cross-border services
  • International expertise
  • Local market knowledge

Compare Private Banks

Bank Minimum Investment Management Fee Key Services Global Presence
Credit Suisse Private Banking
$1,000,000 0.45% - 1.35%
  • Wealth Planning
  • Investment Advisory
  • Succession Planning
6 countries
UBS Private Banking
$2,000,000 0.50% - 1.50%
  • Wealth Planning
  • Investment Management
  • Estate Planning
6 countries
J.P. Morgan Private Bank
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Trust Services
  • Credit Solutions
6 countries

Steps to Choose Your Private Bank

1

Assess Your Needs

Evaluate your financial goals, service requirements, and investment preferences

2

Compare Options

Research and compare private banks based on your criteria

3

Review Requirements

Verify you meet the minimum requirements and understand the costs

4

Make Contact

Schedule meetings with potential private banks to discuss your needs