Private Banking 

Your clients have entrusted you with their wealth, so you need a consultant you can trust with your business. That’s where Investance comes in. Because, like you, we’ve built a great business by fostering strong relationships with clients who see us as a partner in their success. And while we’re boutique in style, we’re global in capability, which means we can help you provide the complete global offering that today’s private banking clients demand.

• Selecting and implementing a customer relationship management tool dedicated to wealth management, to eliminate manual entries and improve efficiency
• Deploying a portfolio management tool and industrialising the deployment process
• Multiple access banking – setting up a call centre for private banking customers