About Private Banking

Private Banking caters for the sophisticated needs of our high net worth clients in a private and professional manner. While you seek to move on with your life, our Private Banking team can provide a continuous source of financial expertise and guidance.

Private Banking is an elevated level of service where you receive expertise from all lines of financial planning. The MONTPELIER team possesses the very highest level of knowledge and skills necessary to assist you in achieving your goals and fulfilling your unique financial requirements.

If you have accumulated substantial financial assets, and you have unique financial needs that need special attention, then MONTPELIER would provide you with the best means to build your assets by aggressively identifying financial opportunities and risks, and providing superior execution.

As a client of MONTPELIER Private Banking you can place your confidence in our financial professionals who understand your complex and demanding banking and investment needs.

Our Private Banking service has been carefully designed to ensure that you receive the best possible advice to optimise your financial position at every stage of your life and thereby help you grow your wealth.

The service includes:

dedication to your individual needs
a dedicated Relationship Manager with support team
a reliable point of contact
access to a wide range of savings accounts
tailored solutions focusing on wealth creation and retention
trust and taxation services
insurance advice
private health cover and property management services

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