Wealth Management

You have unique and complex needs when it comes to your finances. So, we at Clarien, leverage on a robust digital platform and bring to fore our full-service banking capabilities in the hands of best-in-class financial advisors. 

With a history of sterling service and a solid commitment to client, we build strong relationships that give us a clear and holistic understanding of your lives and goals.

We use this deep insight and powerful tools to create innovative solutions that preserve and grow your wealth and secure your legacy for generations.

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 banking services, including:

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

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:

  • Trust & Estate Planning
  • Tax and jurisdictional advice referrals
  • Treasury Services
  • Outcome-based Asset Management
  • Clarien iTrade

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.