Private Wealth Management
About Private Wealth Management
For most people, building wealth does not come easy, but by a lot of hard work and determination. Databank Wealth Management specializes in helping you acquire more wealth using what you already have. As a Databank Wealth Management client, you have the luxury of choice. Our team can build a customized portfolio to suit your unique investment needs, or recommend a managed portfolio that is right for you. You will also enjoy access to a dedicated fund manager and relationship manager. Databank Wealth Management delivers the enhanced investment experience you deserve.
What we do:
Databank Wealth Management offers you the choice of customized investment solutions through our Private Wealth Management arm or a range of managed portfolio.
- Customized portfolios. Designed for our Private Wealth Management clients, you will enjoy a customized asset allocation, monthly valuation of your portfolio, quarterly reporting and visits. There are three packages to choose from (silver, gold and platinum), depending on your initial investment amount.
- Managed funds.
- Databank Dollar Wealth Pool. Databank Dollar Wealth Pool is your ideal investment option if you wish to preserve and grow your wealth in dollars. It features a minimum tenure of one year, yields an average of 8% to 10% per year, and is open to new deposits each quarter.
- Databank Executive Wealth Pool. The Executive Wealth Pool is designed for individuals who want to build their wealth steadily over time, but have a lower investment amount to start. It’s an open-ended 100% fixed-income investment with a three-year minimum recommended holding period.
- Databank KidZ Wealth Pool. The KidZ Pool is a long-term investment package designed for children with the aim of helping parents build proper trusts for their wards. The Pool has an aggressive asset allocation strategy (85% equities, 15% fixed-income securities) to maximize returns at every point in time. The recommended minimum holding period is between 10 to 15 years depending on the age of the child.
Why you should partner with us:
- Personalized approach. We will engage with you in a conversation regarding your investment needs and aspirations, to ensure we create an investment bouquet that meets your unique needs. We will then monitor and manage your portfolio on an active basis and communicate with you regularly to ensure you are up-to-date.
- Dedicated fund manager. As a Databank Wealth Management client, we will assign you a Fund Manager who will work with you to achieve your investment objectives and respond to queries regarding your investments.
- Security of your investments. Security of your investments is our highest priority, and it is underpinned by the Fund Manager’s commitment to observe the fiduciary duties required by Asset Managers under the Securities Industry Law, 1993 (PNDC 333). Your assets are held directly in your name and can be accessed at your convenience.
- Confidentiality. In order to protect your privacy with regard to your investments, we commit to the highest standards of confidentiality in managing your investment.
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