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Finance Managment

Services & Solutions

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Credit and Debit Cards

You may have accumulated wealth after many years in a successful career, from the sale of a business or received a substantial inheritance.

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Industry Analysis

Marketing & Strategy

Through our industry-leading client discovery process, we develop a deep understanding of your financial goals and personal values in order to identify your investment, retirement, tax and estate planning needs, and uncover unique opportunities to build and protect your wealth

Savings and Current Accounts

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You may have accumulated wealth after many years in a successful career, from the sale of a business or received a substantial inheritance. Whatever the origins of you wealth, it now provides for even greater growth opportunities.

Investments of passion

We provide a full corporate share plan trustee solution and work with our clients to manage trustee requirements for all types of share plans, including long-term incentive plans, option plans, employee stock purchase plans and joint ownership and growth share arrangements.

Retirement & savings plans

Whatever your goals, we can provide a variety of customised credit and financing solutions around your immediate and longer-term objectives, delivered through your wealth manager in conjunction with one of our dedicated credit specialists.

Investments

When it comes to building an investment portfolio, you may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you.

Business Banking and Personal Banking

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Are you ready to step into a world of opportunity?

Business and Personal Growth

You may be looking to fund a major purchase, invest in a new business, refinance debt or secure the right financing arrangement to suit your needs.

Business and Personal Sustainability

Your primary investment objective could be one of many things. It could be to preserve your wealth, derive a regular income or achieve strong, inflation-beating growth.

Business and Personal Performance

Employee and executive share plans are a core element in employee and executive compensation packages, helping companies to recruit, retain and reward their staff.

Business and Personal Organization

Whatever your goals, we can provide a variety of customised credit and financing solutions around your immediate and longer-term objectives, delivered through your wealth manager in conjunction with one of our dedicated credit specialists.

Dedicated Financial Services

When it comes to building an investment portfolio, you may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you

24X7 support

If you’re already working with a trusted advisor, or an institution, we can also partner with them to put your objectives and goals into action, carefully selecting and implementing an investment management strategy to meet your priorities.

Our Services
9Nov, 2021
Nov 9 2021
Our Benefits

A relationship with our Bank provides access to a worldwide network of specialists offering global and local expertise. We serve the needs of clients across a range of global markets through a network of offices in key financial centres. 

Our offices are located in regions recognised for the flexibility and security they provide to our clients and for the integrity of their financial and regulatory systems.

Through our industry-leading client discovery process, we develop a deep understanding of your financial goals and personal values in order to identify your investment, retirement, tax and estate planning needs, and uncover unique opportunities to build and protect your wealth. If you’re already working with a trusted advisor, or an institution, we can also partner with them to put your objectives and goals into action, carefully selecting and implementing an investment management strategy to meet your priorities.

South Merchant Unions 0 Comments
30Nov, 2017
Nov 30 2017
Deferred compensation arrangements

Deferred compensation structures are a key component of many employee benefits and executive compensation packages. In addition to the recruitment and retention benefits, many entities in the financial services sector are now required to put in place appropriate arrangements to comply with regulations. We can offer our clients outsourced administration solutions for their bonus deferral plans. We also run hedging structures so employers can hedge and manage their financial liabilities under these structures.

South Merchant Unions 0 Comments
30Nov, 2017
Nov 30 2017
Make your own investment decisions while drawing on specialist expertise and resources

If you desire some form of control or influence over the management of your investment portfolio, you may want to opt for an advisory service.

Investment advisory refers to an approach whereby you make the ongoing investment decisions based on advice from your Investment Counsellor. We will help you build your strategy while providing expertise and advice encompassing portfolio construction, asset allocation and re-investment suggestions, as well as a wide range of detailed research from across our Bank’s global network. This includes access to in-house product specialists spanning the major asset classes, ranging from equities and fixed income to foreign exchange-linked and other structured products.

South Merchant Unions 0 Comments

We work in partnership with all the major Banksin the world

Our offices are located in regions recognised for the flexibility and security they provide to our clients and for the integrity of their financial and regulatory systems.

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