Private Client Services - Preservation of wealth is our top priority
- Process begins with assessment of needs
- Followed by development of customized investment strategy, accessing a wide range of wealth-building tools and products from around the world
- Access to a full suite of world-class products and services
- Investment resources from Credit Suisse
Corporate Client Services - Consultation with corporate officers to assess goals/needs
- Risk tolerance established
- Customized investment solutions and strategies developed within previously-agreed parameters
- Full range of products and services
- Investment resources from Credit Suisse
| Investment Management Products and Service a. Cash and money market accounts - Competitive interest rates
- Denominated in most major currencies
- Easy cash flow management with cash and money market instruments accessible through one account
b. Premium global access accounts - Individually customized and managed accounts
- Access to world-class investment advisors
- Access to over 3800 global investment funds in conjunction with First Bermuda Asset Management and its partner Credit Suisse
- Investment mandates tailored to meet your specific Investment Profile (fixed-income, income-oriented, balanced, capital gains oriented, equities) utilizing various Investment categories (liquidity, bonds, equities, alternative investments)
- Denominated in major currencies
Securities Services
Choice Bank's securities services are provided by our partner, Financial Pacific. Financial Pacific has a long history of offering a unique investment experience to highly qualified individuals and families, and to the people and institutions that advise them. Together, we offer a truly personalized means to invest in global markets and securities. - Wealth Management
- Online Trading
- Institutional Services
- Corporate Finance
Top investment managers delivering top results. Contact Choice Bank for more information. |
