PRIVATE BANKING
For High Net Worth Individuals
Our mission:
To satisfy all investment and banking needs of high-net-worth individuals and institutional investors.
We cherish the traditional values of Personalized Service, Trust, Confidentiality, and Professionalism, and seek to form long-standing relationships with successful people, their families and their businesses. We also recognize that modern investors are performance-oriented and require high returns and access to world financial markets through innovative financial products, designed around the individual¢s risk profile and financial circumstances.
Our Service and Value Proposition
As a client of Laiki Bank Private Banking, you should expect outstanding service and tailor made investment products through:
- The structuring of a well diversified and performance oriented investment strategy which targets above average medium to long term capital gains through:
- Exceptional investment products offered through our reputable strategic alliances;
- Expert consultation from our experienced and knowledgeable Private Bankers;
- The assurance of high standards of discretion, confidentiality and trust;
- The continuous flow of information on market trends, investment ideas, expert analysis and execution from top-rated global investment houses;
- An institutional level of insight and access to financial markets.
Our Wealth Management Process
The process we follow in managing your wealth is the following:
Creation of a Profile. Your dedicated Private Banker works with you to create your current wealth profile, identifying your goals, your current financial situation and your attitude toward risk.
Analysis. Using your profile, and drawing on the knowledge experience and resources of the Bank¢s network, your Private Banker recommends a comprehensive wealth management plan ensuring that enhancement of your wealth is done wisely and in consistency with your ambitions.
Implementation. Upon your approval, your Private Banker puts your plan into action, securing best execution.
Monitoring. Through regular review and monitoring of your plan, your Private Banker helps ensure your strategy remains in line with your goals and advises you about changes in your investment portfolio.
In order to achieve our service targets and value propositions we have built a network of relationships, expertise and choice and have formed strategic alliances with well-known financial organizations worldwide. Hence we are in the unique position to offer a broad range of investment products that suit all investment profiles.
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