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What to Expect from Your Private Banking Relationship

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Enjoy Peace of Mind

When you establish a private banking relationship with us, you can expect tailored solutions, in-depth local banking expertise from specialists worldwide, and a high level of personal service.

Your banking relationship begins with a dedicated relationship manager, who serves as your link to all that we have to offer. Prior to recommending a solution, he or she will initiate a comprehensive financial review using our disciplined Wealth Management Planning Process. As part of this structured framework, he or she will look at your:

  • Key financial objectives and aspirations
  • Current international banking requirements
  • Levels of income and the return that you desire
  • And more

Based on your needs, your relationship manager will work with our banking specialists to tailor a suitable solution for you. Should you require it, he or she will also partner with additional specialists within our global network to help meet your other wealth management needs.

After opening an account, you can use our online services to easily monitor and transact on your account(s)*. You will also have 24-hour access to an online message centre, which can help you stay connected with your relationship manager.* We will also provide you with regular account statements** to keep you up-to-date on your account activity and an annual investment review to help identify any changes in your financial situation.


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*Only available on select accounts and in certain jurisdictions and for those clients who opt into the online banking service.

**Frequency of statements may vary based on the type of account.