Private Banking - Our Services
We have a complete range of enhanced banking, financial and wealth management services,
which can be customised to meet your needs.
All of our services can be customised to meet your unique financial needs and long-term
wealth aspirations.
Cash Management
As a Private Banking client you have access to a full range of enhanced personal
banking services, many of which are exclusive and free of charge. These include:
- Current accounts offering a competitive interest rate, the option of exclusive Private
Banking cheques and a pre-approved overdraft
- A Private Banking Gold Thoroughbred Card with an automatic credit limit reflecting
your financial status
- An exclusive Private Banking telephone service as well as International Banking,
Foreign Exchange and insurance services.
Investment Services
We draw on external research and specialist knowledge from across our global
organisation to identify the very best investment solutions for you.
Our philosophy is based on working with you to develop a personalised investment
strategy to reflect your individual situation, financial goals, and attitude to
investment risk.
Our primary goal is to increase your wealth over time and reduce portfolio volatility
through our proprietary investment approach.
We offer a range of investment options to meet your specific requirements.
Investment Approach
Our primary goals are to increase your wealth over time and reduce portfolio volatility
through our proprietary approach.
Our core investment objective is for you to receive a level of return that is appropriate
to your tolerance for risk. Our approach is based on developing a long-term relationship
with you to gain a deep understanding of your financial goals, allowing us to develop
a personalised investment strategy.
You will have your own Private Banker who is responsible for ensuring that the agreed
strategy is reflected in your portfolio. They will be your single point of contact
for all your needs.
Investment Options
Our Investment Management Service is a fully managed portfolio service,
which allows you to benefit from our investment expertise. Your Private Banker will
develop a thorough understanding of your needs and work with our investment specialists
to design, implement and manage your portfolio.
Our Trading Service gives you control of your assets while allowing you to benefit
from our expertise, our strong broker relationships and our access to capital markets.
You will gain access to new investment opportunities as they come to market, and
you will be able to use the services of an experienced Private Banker to transact
you own investment choices on a no-advice basis.
Investments Online
As an National Bank Private Banking Investment Services Client, you have a choice
of how and when you view information about your investments.
- Monitoring Reports - As an Investment Management client, you will
receive detailed reports on the performance of your portfolio. These reports are
printed and sent to you along with our in-house Investment Update publication
on a quarterly basis. The monitoring reports provide you with detailed information
on the performance of your investments. Investment Update provides you
with information and commentary from our Chief Investment Officer, Head of Investments
and other senior investment team members, about the markets and our investment views.
- Investments Online - This is a secure and easy to use on-line service,
which enables you to view information on your investment portfolio, such as portfolio
valuations and cash transaction schedules that are updated on a regular basis. In
addition, the service provides online access to research, commentaries, general
investment information and many other features. To register now for this service,
contact us
or speak to your Private Banker.
Lending Services
Our lending services provide a wide range of solutions from straight forward credit
requirements to complex foreign exchange hedging. Your Private Banker can work with
you to assess your needs and objectives and arrange the best solutions for your
requirements through our dedicated lending team.
Specialist Services
Whether you want to manage your risks through our comprehensive range of insurances,
or protect your assets by taking advantage of our estate planning knowledge, Private
Banking can assist.
Your Private Banker can review your existing plans and refer you to specialists
if required.