CLP International

Private Bank

History

起源於瑞士。服務對象為超富裕層

私人銀行起源於30多年前的瑞士

在那之前富裕階級的資產家們
為了維持自身財產的水準
挑選值得信賴的銀行、將所有的資產全部委託交付給私人的銀行家管理
由於資產家們對海外投資的興趣日趨升高
進而拓展了這項商業型態

Until then, high-net-worth individuals chose their own banks,
and entrusted a single banker to manage their assets,
however, with the rise in interests with overseas investment,
this business model became popular.

完全為您量身訂做的資產運用方案

除了投資之外 私人銀行也會做為您強力的後盾

Receive complete backup of private banks, aside from investment.

  • • 投資商品、投資型態的多樣化
  • • 增強鞏固投資組合
  • • 讓銀行的優點/存在發揮最大的效果
  • • 聆聽/根據每一位顧客的需求 詳細的仔細的回應
  • • 風險分散
  • ・Diversification of investment plan and investment style.
  • ・Strengthens the investment portfolio.
  • ・Maximizing the benefits of bank services.
  • ・Responds in fine details based on client’s needs.
  • ・Diversification of risk.

總合性的資產管理

Merit

從中立的立場為您提案理財方針

  • ・經驗豐富的理財專員小組將為顧客提供全面的支援
  • ・根據顧客的需求選定適合的私人銀行
  • ・站在顧客的立場提供符合顧客需求的投資方案
  • ・您可利用一家以上的私人銀行 進行更多更豐富的金融投資計畫
  • ・Receive full support by a team well experienced in private banking.
  • ・We choose a bank best suited to client’s needs from the partner private banks.
  • ・Viewing things from the client’s perspective, we suggest investment types to match the needs.
  • ・We are able to customize plans at our partner investment banks, without going through
    the banks in which our clients have accounts at, providing various financial plans and services.

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