Help Desk

Select Private Bank

By Purpose

1. For Exclusive Private Banking Service
2. For Integrated Banking & Financial Services
3. For Specific Financial Needs
4. For Investment Service
5. For Prestige
6. For Asset Management
7. For International Asset Management
8. For Family & Estate Planning

By Asset Size:

• From US$1 Million
• From US$3 Million
• From US$5 Million
• From US$10 Million
• From US$30 Million

By Private Banking Type

• Local
• Regional
• Boutique
• International
• Universal

By Personal Preference

1. Trust
2. Familiar
3. Expertise
4. Referrals
5. Network
6. Friends
7. Private Banker
8. Privacy

Open Private Bank Account

Decide

1. The Amount (AUM – Assets Under Management)
2. The Asset Type (Cash, Equities, Bonds, Unit Trusts, Structured Notes, Derivatives, Futures, Private Equity, Company Shares, Real Estate, Alternative Investments, Luxury Assets)
3. The Account Type (Individual, Muli-Individuals, Companies)

Prepare

• Documents
• Information Disclosure
• Asset Transfer
• Backup Plans

Common Issues

• Tax Residency
• Estate Taxes
• Gift Taxes
• Capital Gain Taxes
• Investment & Interest Income Taxes
• Political & Legal Issues
• Politically Sensitive Persons

Meet a Private Banker

Find a Private Banker

• New Private Banker
• Experienced Private Banker
• Very Experienced Private Banker

Profile

• Expertise
• Culture
• Personality
• Network

Age Group

• 21 – 24
• 25 – 30
• 31 – 40
• 41 – 50
• 51 – 60
• 61 – 99

Assess the Private Banker

• Knowledge
• Competency
• Trustworthiness
• Personal Priorities

Transfer Private Bank

Coming Soon

Close Private Bank Account

Coming Soon