Customized wealth
management solutions

PIBL

Establish, preserve
and grow your wealth​

Our wealth management solutions are designed to fit
your needs through your different life stages.​

Wealth Management

Optimize your portfolio ​

We will help you decide to either delegate investment decisions to our global network of portfolio managers or work together with your private banker to design the portfolio that will accomplish your goals.​

  • Customized investment portfolio solutions.
  • Managed Discretionary Mandates.
  • Active monitoring and portfolios analysis.
  • Access to investment/research.
  • Market commentary.

Technology

Technology allows us to manage portfolio risk effectively.​

Asset Allocation

81 to 90% of returns depend on the market.

*Source: Vanguard Investments

Wealth management

Reactivity

Our financial experts provide long-term service and management

Costs

Cost conscious strategies allow us to maximize investment returns.

Ready for a global banking experience?

  • New York
  • Nassau
  • Sao Paolo
  • Geneva
  • Hong Kong