WHAT WE DO

OUR SERVICES

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Banking & Treasury

All our services are offered through a dedicated point of contact (your Client Relationship Officer). We provide a full private banking service to a wide range of international clients with varying requirements. Our banking facilities include current accounts, debit & credit cards, and term deposits.

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Financial Planning

We provide specialist financial advice to private and corporate clients through Wellsvalley Bank Independent Financial Advisers. We recognise that no two clients share exactly the same goals, ambitions or objectives. In order to facilitate the requirements of each client we adopt a personal approach towards financial planning and structure our services to cater for clients' personal requirements.

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Wealth Management

All our services are offered through a dedicated point of contact (your Client Relationship Officer). We provide asset management services through our specialist asset management team, adopting a highly refined investment process which combines in-house asset allocation abilities with the skills of external investment managers. Clients can be confident that our professionals are equally adept dealing in the complexities of alternative investments such as hedge funds as they are with managing more conventional asset classes.

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Trust & Corporate solutions

All our services are offered through a dedicated point of contact (your Client Relationship Officer). We provide offshore-based wealth planning solutions through our subsidiary, Wellsvalley Bank Wealth Solutions. Wellsvalley Bank Wealth Solutions is headquartered in USA, a leading international finance centre with a strong pedigree of stability and expertise, and can trace its origins back to the first half of the twentieth century. Our Singapore office also offers a complete range of offshore services.

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Fund Administration

Administration, accounting and trustee services are offered to institutional clients and private investors through Wellsvalley Bank Fund Services. We provide a full range of fund administration services for both closed and open-ended funds structured as companies, unit trusts, limited partnerships or incorporated cell companies.

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Credit

All our services are offered through a dedicated point of contact (your Client Relationship Officer).
The provision of secured credit is a central element of our client offering. The amount that we will lend is dependent on the type of collateral against which the loan is secured. Acceptable collateral includes cash, bank guarantees, gilts, bonds, equities, managed funds, hedge funds and property.

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