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What Is Private Banking

The private banking service is based on financial advice and financial wealth management, that is, its main function is to develop an investment strategy. Read more: https://bit.ly/3xAPFjo<br>

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What Is Private Banking

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  1. What Is Private Banking? Welcome

  2. What Is Private Banking?

  3. The private banking service is based on financial advice and financial wealth management, that is, its main function is to develop an investment strategy that defines which financial assets are the most appropriate to manage an investor’s financial savings. Previously, these types of services were provided by two main actors: the personal banking divisions of the main national financial institutions and the personal banking department of foreign investment banking. Despite being two clearly differentiated actors, they had a common marketing strategy, the product.

  4. Once the starting point is established and where we want to go, the appropriate assets are chosen, this is the so-called preparation phase of the investment portfolio. Subsequently, and once the investment begins, the monitoring phase takes place, both of the client’s situation and that of the financial markets, which suffer variations, so the wealth manager will be in charge of explaining what has happened. past in the financial markets and how it has affected the client’s portfolio.

  5. If our capital increases, then we can opt for Retail Banking, which includes clients who have a higher capital to save and/or invest. These clients, despite having a capital greater than those of personal banking, do not come to be considered clients of private banking. In personal banking, we will have a manager who will offer us specialized advice. The next level will be personal banking, which will include those clients with a high capital exceeding, in most cases, more than $ 300,000. Personal or patrimonial banking is the part that manages large assets. Clients receive more personal advice and the products offered are more complex; therefore, private banking is aimed at people with a high economic level.

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