Private banking
A world of exclusive financial services tailored just for you!
Adriatic Bank Private Banking is designed for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) who require specialized management of their significant financial assets.
Through a long-term partnership with a private banker, clients benefit from an individualized financial approach that allows them to focus on what truly matters. This service is ideal for those who value personalized attention and bespoke financial strategies to manage, grow, and protect their wealth.
We offer a tailored approach to managing our clients' wealth, ensuring their financial needs and goals are met with the highest level of service and confidentiality. Our approach guarantees exceptional financial services, providing peace of mind by ensuring that assets are safe and secure.
Our team of experienced private bankers and specialized experts is dedicated to delivering top-tier financial advice and solutions. We take the time to understand each client’s unique financial situation, goals, and aspirations, ensuring that every recommendation and decision aligns with their best interests.
The services offered by Adriatic Bank Private Banking include
Personalized Banking Services
Dedicated Relationship Manager
A personal banker or relationship manager provides tailored advice and manages the client’s banking needs.Customized Credit Solutions
Specialized lending products Specialized lending products, including mortgages, loans, and lines of credit, often with preferential terms.Cash Management
Sophisticated tools and services for managing cash flow, including liquidity management, foreign exchange services, and cash flow forecasting (deposits and withdrawals, debit card services, online and mobile banking, statements and reporting).The services offered by Adriatic Bank Private Banking include:
Investment Banking and Wealth Management
Reception and transmission of orders for trading financial instruments
Execution of orders on behalf of clientsForeign exchange services related to the provision of investment services
Custody and Asset Management
Safekeeping and administration of financial instruments, including cash and collateral management.Investment Advisory
Customized investment strategies, including portfolio management, asset allocation, and advice on securities like stocks, bonds, and mutual funds.The services offered by Adriatic Bank Private Banking include:
International Services
Cross-Border Banking
Assistance with banking needs across multiple jurisdictions, including multi-currency accounts and international transactions.Global Investment Opportunities
Access to global markets and investment opportunities, taking into account diverse regulatory environments.The services offered by Adriatic Bank Private Banking include:
Lifestyle Services
Concierge Services
Assistance with lifestyle needs such as travel planning, event access, and luxury experiences.Benefits you get
Exclusive Services & Privileges
As a Private Banking client, you gain access to a suite of exclusive products, services, and experiences. From premium credit facilities to bespoke investment opportunities, we provide you with the tools to achieve your financial goals.Personalized Attention
Enjoy a dedicated relationship manager who understands your financial landscape and is committed to guiding you through every stage of your wealth journey.Global Reach, Local Expertise
Benefit from our extensive network and deep understanding of global markets, all while enjoying the personalized touch of local expertise. We help you navigate the complexities of international finance with ease.Security & Trust
Your wealth is safeguarded with Adriatic Bank’s highest standards of confidentiality, security, and trust. We prioritize your peace of mind, ensuring your assets are protected for generations to come.
At Adriatic Bank, we offer a comprehensive suite of personalized banking services, investment guidance, and property management expertise.
Our goal is to build lasting relationships based on trust. To achieve this, our dedicated teams are always available to understand clients’ needs and priorities.
We engage in in-depth discussions about asset management preferences, including performance expectations, risk profiles, investment timelines, and any potential constraints. Based on this analysis, we recommend the most suitable investment solutions and construct portfolios accordingly.