Earn More. 

Investment and other financial services provided by banks to high-net-worth individuals

Worry Less.

The first banks in Venice were focused on managing personal finance for wealthy families

Finally.

Swiss and certain offshore banks have been criticized for such cooperation with individuals practicing tax evasion
Lake Norman Market Report

At least until recently, it largely consisted of banking services, discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager.

Revenue Management

The accounts do not generate as much revenue as traditional private banking, but given the number of customers, they amount to a sizeable revenue to the bank.

Aggressive Local Marketing

Banks also provide a sampling of the private banking services at a lower price point than traditional private banking.

These are called premium banking or priority banking services. They are meant for mass-affluent customers.

Full-Service  Management

The products offered to premium banking customers are the same as that for private banking customers with the exception that they do not include hedge funds, or facilities to manage one's own business accounts.

Our focus is your life and priorities

Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk.

Your dedicated financial advisor

Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three sub-categories.

Keeping your finance on track

Personal finance may involve paying for education, financing durable goods such as real estate and cars, buying insurance, e.g. health and property insurance, investing and saving for retirement.

Financial market position

Corporate finance deals with the sources funding and the capital structure of corporations, the actions that managers take to increase the value of the firm to the shareholders, and the tools and analysis used to allocate financial resources.

Investment and accumulation

Although it is in principle different from managerial finance which studies the financial management of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms.