Private Banking Services Explained
Understanding the comprehensive suite of services offered by private banks
Wealth Management
Comprehensive wealth management including portfolio management, investment strategy, and risk assessment.
Portfolio Management
Expert portfolio management services tailored to your needs
Investment Advisory
Expert investment advisory services tailored to your needs
Risk Management
Expert risk management services tailored to your needs
Performance Monitoring
Expert performance monitoring services tailored to your needs
Estate Planning
Strategic estate planning services to preserve and transfer wealth across generations.
Succession Planning
Expert succession planning services tailored to your needs
Trust Services
Expert trust services services tailored to your needs
Tax Planning
Expert tax planning services tailored to your needs
Wealth Transfer
Expert wealth transfer services tailored to your needs
Investment Services
Access to exclusive investment opportunities and sophisticated investment strategies.
Alternative Investments
Expert alternative investments services tailored to your needs
Private Equity
Expert private equity services tailored to your needs
Real Estate
Expert real estate services tailored to your needs
Structured Products
Expert structured products services tailored to your needs
Banking Services
Premium banking services tailored for high-net-worth individuals.
Global Banking
Expert global banking services tailored to your needs
Currency Services
Expert currency services services tailored to your needs
Credit Solutions
Expert credit solutions services tailored to your needs
Concierge Services
Expert concierge services services tailored to your needs
Service Availability by Bank
| Bank | Wealth Management | Estate Planning | Investment Services | Banking Services |
|---|---|---|---|---|
| UBS Private Banking | ✓ | ✓ | ✓ | ✓ |
| Credit Suisse Private Banking | ✓ | ✓ | ✓ | ✓ |
| J.P. Morgan Private Bank | ✓ | ✓ | ✓ | ✓ |
Key Benefits of Private Banking
Personalized Service
Dedicated private banker and personalized attention
Exclusive Access
Access to unique investment opportunities
Global Reach
International banking and investment capabilities
Expert Guidance
Professional advice from industry experts