private banking

Elite financial services

Private banking is financial services tailored to wealthy individuals, offering personalized investment management, estate planning, and exclusive products not available to ordinary customers.

Private bankers handle accounts individually rather than through standard retail channels: Their private banking division requires a minimum of five million in assets.

The term emphasizes discretion and customized attention.

Related

investment · finance · discretion · numbered account · client confidentiality · tax planning · tax shelter · wealth · old money · estate planning · trust funds · portfolio management · bespoke · client · marble · tax havens · leather · Switzerland

Categories
Opposites
client type and service model

private bankingretail banking

Bank services for individuals

consumer banking · personal banking · commercial banking · community banking · corporate banking

exclusivity and access

private bankingcommunity banking

Regional financial institutions serving locals

institutional ownership

private bankingcentral banking

State management of currency

Family

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