Private Banking Services

What Private Bank Services Does Capital Conservator Offer?

While your personal wealth adviser can introduce you to banking, investment management, estate planning and tax minimization strategies, Capital Conservator specializes in keeping your funds confidential and secure.

For many clients the objective is to keep their funds as secure as possible in conservative investments. The number 1 objective is to not lose money. In keeping client funds "in trust" at conservative institutions chosen for their absolute financial security Capital Conservator maintains your managed private bank account alternative 100% liquid.

Private Client Services

You will benefit from the most personal level of attention with our private banking service. Your relationship manager is your portal to all of the collected banking expertise of Capital Conservator.

• Do you manage multiple sources of income?
• Are you self-employed?
• Is your estate spread across multiple time-zones?

Your wealth adviser understands your unique financial situation and can create lasting solutions.

International Private Banking

You can experience truly international private banking with Capital Conservator private banking accounts. You can create up to 10 separate currency accounts within your single private banking account at no extra charge beyond minimal exchange fees, not available at retail banks. Your private banking service will allow you to manage your multiple income streams and global assets with consummate ease.

Private Asset Management

We can introduce you to wealth management professionals with whom we have cultivated relationships over the years. Your assets will be supervised by a qualified investment adviser who can choose the most fertile invesments at the right time.

Loans/Mortgage Lending

Capital Conservator does not offer lines of credit or loans at this time.

Estate Planning and Trust Services

Our experts can help you build long term plans together with private structures to ensure that you have issues such as inheritance, succession and asset protection under your control. After analyzing your individual needs, our private banking managers together with specialists will offer tailored advice and solutions based on your specific requirements such as:

• Structuring your assets to optimize tax efficiency through the creation of legal entities such as trusts and companies.
• Preparing your financial position for a move abroad, change of citizenship, or change of residence.
• The most secure solution for passing on your estate.
• Cross-border techniques to guarantee you achieve optimum returns from your assets.
• Making sure that these solutions are integrated with your short and medium term objectives.

Why not chat to one of our specialist account managers today and arrange a holistic evaluation of your financial position, specifically tailored to let you safely grow your assets? Please call +598 2 6963186, or email sales@capitalconservator.com. Our friendly, helpful staff is standing by to assist you.