BESPOKE FINANCE
What are Wealth Management services
Wealth Management services are arrangements where you entrust your hard-earned wealth to the financial experts of Wealth Private Bank who will take charge of growing your money through investments. You can also set how the proceeds of your wealth are distributed.
Personal Management Trust
You allow Wealth Private to establish and manage a trust fund for your loved ones. You can set specific instructions on how the earnings from the trust fund are distributed.
Life Insurance Trust
You let Wealth Private help manage the distribution of your life insurance payments to loved ones in the event of your death.
Investment Management Activity
You can have access to different kinds of investments by having Wealth Private establish and manage a tailored investment portfolio for you.
A meaningful tomorrow awaits
For years, you worked hard to get to where you are. But you’re not done yet. Secure a meaningful tomorrow now by visiting your Wealth Private Bank branch to schedule an appointment with a Trust Sales Officer.
Through Wealth Management Services, you can enjoy the following benefits:
- Your own Portfolio Officer
- Access to regular market updates
- Timely and reliable investment advice and reporting
