Investments
Discretionary and advisory portfolios constructed to your mandate, with quarterly reviews and plain-language reporting.
Relationships from $250,000
Wealth
Advice with a long horizon.
Investment management, retirement and private banking for individuals, families and the institutions they support.
Services
How we work with clients
Retirement
Individual and workplace retirement planning, contribution strategy and drawdown modelling as circumstances change.
Annual planning review included
Private Banking
Bespoke lending, custody, foreign exchange and day-to-day banking handled by a single point of contact.
Dedicated private banker
Wealth Planning
Estate structuring, philanthropic giving and business succession coordinated with your legal and tax advisers.
Multi-generational planning
Principles
What guides the advice
Fiduciary discipline
Advice given in your interest, with fees disclosed up front.
Considered strategy
Portfolios mapped to goals, horizon and tolerance for risk.
Clear reporting
Consolidated statements across accounts, holdings and entities.
Protected custody
Assets held with regulated custodians and independent reconciliation.
Important
Investment products are not deposits
Investment and advisory products are not insured deposits, are not guaranteed by the bank and may lose value. Suitability is assessed before any recommendation is made.