(Post by Debbie (The IQD Team))
Private Bankers Helpful Information
(From the IQD Team)
Private Bankers: Contacts & Websites
Capital One Private Banking Group
The personal service you've earned.
With Capital One Private Banking Group, you'll have a dedicated, experienced private banker who works hand-in-hand with your staff and our team of commercial banking specialists to create a customized solution that helps meet the financial objectives of your business. Our Private Banking Group will provide your company with the personal service that can help take your commercial banking – and business success – to a new level.
For more information, e-mail firstname.lastname@example.org.
What is private banking?
Private banking is about much more than traditional banking services of deposits and loans. It's about providing the personal one-to-one service that is essential after a certain level of wealth. It's about finding creative solutions to complicated situations to help affluent individuals and their families manage their wealth today, and develop new sources of wealth for future generations.
From international tax and investment services to specialist advice for family offices, a private bank offers a comprehensive menu of sophisticated products and services that cater for the particular financial needs of a wealthy client.
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Private banking with HSBC
At HSBC Private Bank, our approach is to take a complete view of your wealth. Your relationship manager will help you identify your wealth goals and develop personalised strategies to help you achieve them. We can help you:
Manage your wealth: Private banking is about building relationships. We believe in providing a service that is personal, and personalised. We begin by understanding your individual financial needs, and endeavour to find the best solutions to fit your inevitably unique situations
Develop and protect your wealth for the future: It is as important to manage your wealth today as it is to plan for tomorrow, and for the generations that follow you. With one of the largest trust businesses and a global network of investment services spanning six continents and all major markets, HSBC Private Bank strongly believes in securing the financial future of you and your family, and in finding new sources of wealth most appropriate to your needs and interests
Manage the impacts of wealth: Wealth can present unique lifestyle situations. Whether you are buying new homes, investing in art or even relocating overseas, a relationship with HSBC Private Bank opens up a range of specialist services to you and your family. Our teams of specialists offer expertise in areas including philanthropy, property investment, tax advisory and media.
Most importantly, we understand that your needs are different, as will be the solutions we offer. If you are looking for the services of a private bank, find out more about our services, or please contact us.
T D Bank Private Banking
For many of our clients, time is a precious asset. Dedicated to meeting the demands of business, and determined to enjoy the pleasures of family and friends, you look for all opportunities to make the most of every minute of every day. You look for a trusted advisor who can help you effectively manage your finances to free up more of your time.
Your financial goals and unique needs
If you need customized credit solutions or have other similar complex banking needs, then our higher level of service is for you. Your Private Banker plays a proactive role in helping you manage your finances, cultivate and preserve your assets, and transfer your wealth across generations. You'll have the peace of mind of knowing that a skilled and knowledgeable professional is keeping a close eye on your financial well-being.
Your Private Banker will work with you to understand your unique personal, family, and business circumstances and bring together a team of experts within Private Client Services in the areas of banking, investment, trust and estate.
To implement your plan, Private Banking, through TD Bank, N.A. and its affiliates, offers a wide range of borrowing, investment and banking solutions that recognize that your business and personal finances are often interconnected, including:
Credit Management Services
Estate Planning Services
We can provide individually structured borrowing designed to manage and build your assets and enhance long-term liquidity and tax effectiveness. In addition, we can work with your lawyers, accountants and other advisors at your request.
Citi Bank Private Banking
Combining World-Class Investing and Private Banking
We are one of the leading providers of investing, banking, lending and wealth advice to the world's most successful individuals and families. We are an important
partner with technology and real estate entrepreneurs, law firms and attorneys, as well as the principals of venture-capital, private-equity and hedge-fund firms.
The leaders of industry, finance and culture come to us for the kind of comprehensive services they can only get from a truly global private bank with a broad base
of investing experience.
When a client joins us, he or she is assigned a Private Banker, who is dedicated to creating, managing and enhancing the client's wealth. Each Private Banker is
supported by a robust team of specialists in a variety of disciplines:
But at all times, each Private Banker acts as the client's point of access to the vast resources of Citi—and what they can make possible. To see if we can
help you, find a Private Banker near you.
J P Morgan Bank
More than 160 years helping the world's wealthiest individuals and their families grow, manage and sustain their wealth
Manage more than $600 billion in client assets
Serve clients from 64 offices globally; employ 5,610 people worldwide
Seek to deliver positive risk-adjusted returns appropriate to our clients' financial goals and risk tolerances
Provide an exceptional breadth and depth of wealth management solutions including investing, wealth structuring, capital advisory, philanthropy and banking
Leverage both J.P. Morgan-affiliated managers and third-party managers who are subject to rigorous ongoing due diligence
Communicate closely and regularly with clients to keep them constantly informed about the changing landscape
Compensate our advisors based on our clients' performance; no one is paid on commission
Wells Fargo Bank
At Wells Fargo Private Bank, our holistic approach to wealth planning starts with your relationship manager. You and your relationship manager will draw support from a team of highly experienced specialists.
Key elements of wealth planning at The Private Bank
Our wealth planning process focuses on developing a clear picture of your unique needs and goals, and leads to a personalized action plan that aligns solutions with those goals.
The wealth planning process begins with a core planning review that enables us to:
Identify your key goals and objectives, and the wealth management issues most important to you
Gather the information necessary to develop a net worth statement
Understand your tolerance for investment risk
Review your basic estate documents, including wills, powers of attorney, living trusts and beneficiary designations
Your dedicated wealth planning team
From this foundational understanding, your relationship manager will coordinate a team of local specialists tailored to your unique needs and goals.
For clients with comprehensive or complex wealth planning needs, we can provide consultation on various components of your wealth plan, including:
Retirement and cash flow planning
Company benefits and equity compensation analysis
Risk analysis and insurance planning
Investment planning and asset allocation
Education funding analysis
Estate services and gift planning
Corporate executive planning services
Business advisory services
Our highly experienced professionals also provide specialized wealth planning services to clients who own a closely held business, or hold a senior executive position at a Fortune 1000 firm.
The wealth planning process often identifies several options for you to consider. Your relationship manager and planning specialist can help you decide which of the solutions and strategies are most appropriate for you. Then, your relationship manager will mobilize The Private Bank’s full resources to put your plan into action.
Charter One Private Bank & Trust
We locally deliver thoughtful, comprehensive
Wealth Management Services through experienced professionals - one client at a time.
Receive the around-the-clock personal attention you deserve from your dedicated private client team.
We know you’re busy. We know your daily demands. We understand that there are only 24-hours in a day to achieve the things you need to do – and that your personal banking and investments needs are more complex.
Charter One Private Bank & Trust can help.
If you’re an individual or institution with $1.5 million investable assets or more, we are committed to providing you the very best service we have to offer.
Your dedicated Client Advisor will handle all of your unique banking and investment needs. We’ll also meet with you regularly to ensure that your current strategy meets your objectives while updating and adjusting your plan as needed.
No matter where you are — China, Brazil, Paris or your own backyard–we can deliver 24/7, one-on-one private wealth management solutions for you including:
You can benefit from highly personalized banking products featuring our best relationship rates. As a Private Bank and Trust customer, you will also have access to exclusive debit cards and checks and receive expedited processing on loans, mortgages and credit card requests.
Investment Management Services
When it comes to investing, we understand that you have unique priorities, needs and risk tolerance. Whether it’s setting up a loan or managing your portfolio, our wealth management services are tailored to you, and your goals.
You’ve worked hard over your lifetime. You’ve successfully grown your wealth. It’s no surprise that you want to make sure your wealth gets to the right people or organizations. Estate Planning can help you ensure that your plans will be fulfilled through Wills, Tax Planning, Power of Attorney and more.
There may come a time when you may have to assign someone else to manage and protect your assets; and safeguard your financial privacy. A trust is the perfect instrument to delegate this responsibility.
You’ve reaped the rewards of your hard work, and now you want to give back. We can help you explore many ways to donate to the causes that are important to you through charitable contributions, permanent legacies and foundations.
For more than 100 years, we’ve helped our clients preserve and grow wealth. As your trusted partner we will leverage our global resources to deliver local, sophisticated wealth management solutions to help you achieve your future dreams.
Ready to get started?
Learn more about our personalized wealth management services and how a Client Advisor from Charter One can handle all of your short and long-term banking and investing goals.
You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form:
Speak to a Client Advisor
The IQD Team