Overview
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Investment & Capital Bank is a relationship-focused bank. I&C’s mission is to deliver exclusive, innovative and personalized solutions to high-net-worth individuals and families, their companies and trusts
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Pivotal Role of our Private Wealth Management Team
The members of the Private Wealth Management team are the key players in this relationship-focused banking and serve as the main point of contact between you and I&C. The team is responsible for I&C's relations with clients and builds on our internal capabilities. They utilize the premier access to institutional resources to provide you with a wide scope of investment and banking products and services that are subsequently tailored to your needs.
With an in-depth knowledge of client history, financial structure and financial objectives; the team intervenes in every aspect of the relationship with the client and recommends solutions specifically adapted to suit individual requirements.
Private Wealth Management team strives to anticipate client needs and provide the best possible service through the establishment of long lasting relationships based on transparency and trust. The team makes every effort to be as close as possible to clients, by meeting regularly and ensuring that they are always available to address any need that arises.
Private Wealth Management has a pivotal position with regards to the development of I&C’s relationship-banking model, as they both initiate and facilitate transactions.