Our experienced professionals are interested in understanding the pattern of a client’s wealth and providing a service that meets their individual needs. Our portfolio of services includes:

• Accounts
  Clients can choose from a selection of multi-currency accounts including call and fixed term deposit accounts.
   
• Credit Cards
  We offer a wide range of credit cards in multiple currencies to meet our clients’ personal requirements. Our clients can choose from VISA, and MasterCard. We also provide American Express cards including the Green, Gold, Platinum cards and the exclusive Centurion card for qualifying clients.
   
• Foreign Exchange Services
  We provide services that cover both transactional and hedging needs as well as rebalancing of currency risk across client’s assets.
   
• Co-investment Opportunities
  Alongside the traditional private banking services, clients are also invited to ‘co-invest’ with the family. The environment opens up investment opportunities that are not accessible to the public. These opportunities can range from private equity style investments such as stakes in start-up companies, pre-IPO support or distressed situations through to attractively-priced senior ranking bonds and loans to well-established corporates.

  These investments will have passed the family’s investment vetting process and will be opportunities that the family itself invests in. The investment horizon spans almost all business sectors from real estate to commodities, all geographies, and all types of financial instruments from private equity to listed securities.
   

• Discretionary Asset Management
  We will work closely with you to define an investment strategy and create a portfolio that meets your financial needs and objectives. Our experienced team will look after your portfolio on a daily basis but will be in touch with you for regular performance updates, valuations and on-going contact as needed.
   
• Direct access to the dealing room
  A special service for clients with professional status provides direct access to specialists in the dealing room. Our team is available to discuss current market activity, provide up to date information on stocks and markets and talk through orders of a more complex nature.
   
• Advisory Portfolio Service
  Expert, personalised advice in a complex and ever-changing environment helping you to manage your portfolio, the Advisory Portfolio Service has been designed specifically for clients who wish to retain a level of involvement in the investment decision-making and portfolio management process. Clients can become part of the investment team and gain access to the highest conviction trading ideas generated by Banque Havilland’s Investment Management Committee. Advisory clients can also benefit from receiving timely and thematic trading recommendations with on-going monitoring and investment advice across a wide range of asset classes.
   
• Fund Platform
  Clients can also have access to our 3rd party fund platform. Using an open architecture approach the Bank is able to offer client’s access to specialist fund managers that follow investment ideas and themes that form part of the Bank and Family’s approach to investing.

  These funds cover the full range of financial instruments (equities, fixed income, commodities etc.) from all the major markets across the world. The funds can provide a strong foundation for your portfolio as a range of funds can be combined to ensure diversification and reflect your financial goals.
   

• Financing
  Access to financing is a key part of a private banking relationship and at Banque Havilland we can offer clients a wide range of credit solutions from traditional products such as securities-backed lending and residential mortgages through to specialist, tailored financing.
   
• Custody Services
  Professional custody and execution services can be provided including tailored fund and asset custody. We have an in-depth understanding of the different approaches required when servicing specialised and alternative funds and assets including Luxembourg and offshore funds and structures.

  This service is designed purely around the needs of UHNW clients and aims to provide a first class fund service with a professional approach and a single point of contact that will co-ordinate all fund and asset custody activity.
   

• Wealth Structuring Services
  As a Bank owned by an UHNW family we fully understand that the structure that you place around the ownership, management and distribution of your assets can have lasting consequences for you and your family. We can help you to find the right structure that will protect your assets and offer your family security and an enduring legacy.
   
• Corporate Banking Services
  Our corporate banking team is able to assist families and entrepreneurs with their businesses, providing M&A, restructuring, private placements and business strategy knowledge and expertise.

Our integrated platform across private, investment and corporate banking allows us to provide a unique solution for our clients where we are able to support the entire lifecycle of a deal – from sourcing and structuring through to the financing and realisation of the deal.