PRIVATE BANKING

We have been providing highly specialized, international private banking services to wealthy individuals and families for more than half a century in The Bahamas. Our private bankers help clients manage, enhance and protect their clients’ wealth by providing advice and services that are customized to their investment profiles and financial objectives.

We offer the following private banking services, among others:

⦁ Custody of assets

⦁ Deposit accounts in all major currencies

⦁ Trading and brokerage

⦁ Investment solutions

⦁ Lombard lending

⦁ Credit cards and payment solutions

⦁ Concierge services

WEALTH PLANNING AND STRUCTURING

We have a long history of partnering with our clients and their advisers to structure and implement long-term strategies for wealth planning, asset protection, tax planning, inheritance planning and consolidation of wealth. We partner with tax and legal advisers to ensure alignment with changes in a client’s tax environment.

We understand that each client's circumstance is unique, an ideal that is reflected in our product and service offering. We work with each client to understand their specific needs so that we are able to design the best plan to achieve their goals.

We have a long history of partnering with our clients and their advisers to structure and implement long-term strategies for wealth planning, asset protection, tax planning, inheritance planning and consolidation of wealth. We partner with tax and legal advisers to ensure alignment with changes in a client’s tax environment.

We understand that each client's circumstance is unique, an ideal that is reflected in our product and service offering. We work with each client to understand their specific needs so that we are able to design the best plan to achieve their goals.