Tailored wealth management
Wealth Bank management offers a personal and proactive approach to managing your wealth. We take the time to get to know you and understand your ambitions, and create unique solutions for every stage of your life.
Helping you towards your goals
No matter what the future brings, we can offer you foresight in a world in flux. We’ll work with you to keep your financial goals on track, and your future within sight.
We offer a diverse range of products and services to suit your approach to investment and help you achieve your financial goals.
Financing that fits your personal needs.
Property finance, borrowing against your investments and lending solutions.
To help you try to achieve your financial goals and ensure everyday support, we provide a dedicated team of wealth managers, planners and other specialists.
Little Book of Wonders
Unforgettable experiences: Exclusive, once-in-a-lifetime events for Wealth Management clients – by invitation only.
Before we focus on your plans, we focus on you. We’ll start by getting to know you – your individual circumstances, what your goals are for your wealth and the level of involvement you want to have.
Working closely with you and your Wealth Manager, our Wealth Planners will:
- Talk to you about your short-and long-term goals, as well as any existing plans you may have
- Draw up a strategic plan for you to review and approve
- Always keep an eye out for opportunities, and respond quickly to your changing needs
Be ready for change
Your wealth goals
Securing the future you want
Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and try to achieve them.
Providing control and security
We know the future can’t be predicted, but it can be protected. That’s exactly what we do for you and your wealth, through our range of services.
Securing your family’s future
Focusing on your future means thinking about the legacy you want to leave behind. We can help plan your estate to ensure your loved ones are secure, come what may.