Wealth Management

Service. Trust. Integrity.

Our culture is rooted in a passion for personalised service and strict adherence to the highest fiduciary standards. Embracing creativity, innovation and entrepreneurship, we deliver sophisticated strategic support, preserving and enhancing all that you have worked hard to create. We offer comprehensive Wealth Management services, including:

Trust and Family Office

Every family office, like every family, is different… and has unique values, interests and needs. Clarien provides a comprehensive range of services, leveraging our internal capabilities and external partners, to help family offices achieve their goals. Families often need a number of different advisers and it can be difficult to find the right expert for a particular issue. Whatever your family needs, we have the expertise to help.

Corporate Services

Specialising in corporate secretarial and corporate governance services, Clarien Corporate Services Limited is geared to the needs of corporations, individuals and families with trusts, companies, or other entities that comprise their overall financial structure.

Investments

Optimise. Invest. Grow. Outcome-oriented investing requires a strategic approach to asset allocation. We optimise portfolio construction by combining historical correlation matrices with forward asset-class return expectations.

Private Banking

Our award-winning Private Banking services provide personalised expert advice and guidance to help you achieve your particular financial objectives. As a Clarien Private Banking client you will enjoy tailor-made, one-on-one white-glove service and access to an extensive network of professional financial and legal advisors. Our range of world-class offerings include:

• Credit, debit and preferred reward solutions
• Clarien iBank Mobile
• Cash Management
• Residential Mortgages and bespoke lending solutions
• Chequing and Savings Accounts

Build the plan. Protect the assets. Spend wisely and grow. Get the most of what life has to offer with our Wealth Management Services. Whether you’re looking to develop a long-term investment strategy, manage multi-currency accounts, or make plans for the future, our team of dedicated investment, fiduciary and credit specialists are here to provide expert advice, access and guidance to help meet your specific needs and circumstances. Your dedicated Private Banking Advisor is always at your service, providing a convenient single contact for managing all your needs.