DISCRETIONARY
MANAGEMENT
AND FUNDS
Entrust your investment decisions to us
We know you lead a busy life and successfully managing investments takes time and patience. With our discretionary service you gain freedom from the day to day decision making and responsibility of investment management, safe in the knowledge that your money is being cared for by a Private Bank with over 300 years of experience
Our approach is simple: We believe in traditional client service, understanding your needs, managing your assets, and acting with transparency and integrity whilst always respecting your privacy.
Find out more
To add your wealth to the 180 billion of client assets presently under management by our Group please get in touch with your Relationship Manager or contact one of our Private Banking Offices.
If you are interested in becoming a client and would like more information, please fill in our Becoming a Client form.
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BECOMING A CLIENT
If you're interested in our Private Banking services, your can request more information from our Relationship Managers
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GENERAL CONDITIONS
Additional information referring to articles 12 and 25 of the Bank's General Conditions
Article 12: Conflict of interest
Referring to Article 12 (Conflict of Interest) of our General Conditions, we want to add that conflicts of interest may also arise with regard to portfolio management owing to the Bank’s own interest in selling specific financial instruments for which the Bank may receive benefits from third parties in the form of remuneration and commissions. The Bank undertakes to take all necessary steps to ensure that fair consideration is given to clients’ interests if such conflicts do occur.
Article 25: Inducements
Referring to Article 25 (Inducements) of our General Conditions, we want to add that the scale for the commissions that the Bank may receive from third parties shall be as follows :monetary funds, from 0 to 0.25% ; bond funds, from 0 to 1.00% ; equity funds, from 0 to 1.00% ; alternative funds, from 0 to 1.00% ; and structured products, from 0 to 2.00%.
The Client expressly agrees that these remunerations and/or commissions form an integral part of the remuneration of the Bank and remains its own as additional remuneration.
