Overview

Do you have unique and sophisticated financial needs? Are you at that point where you need a more focused approach to financial planning and greater levels of service? If so then our Private banking is there for you, offering you an array of financial services solutions to your unique financial needs.

Endowed with a team of dedicated Relationship Managers, expertise, service excellence and relationship management are the hallmarks of CBZ Private Banking.

In partnership with you, CBZ Private Banking design and implement highly personalized financial solutions that are befitting to your unique family situation, lifestyle and personal goals and wishes.

Features

The Private banking Solutions

  • Wealth Creation – Increase the total amount of your wealth by generating income and creating additional assets through Treasury Services, Unit Trusts, Stock Trading, Private Equity and Portfolio Management
  • Wealth Maintenance – Provide you with alternatives to conduct regular payments and carry out your day to day transactions through Bank Accounts, Electronic Banking facilities, Personal Lending facilities and Safe custody
  • Wealth Preservation – Ensure that the value of your fixed and liquid assets are protected now and for generations to come through;
    • Trusts, wealth Protection and transfer
    • Taxation & accounting services
    • Optimizing Philanthropic Aspirations
    • Estate Settlement and Administration
    • Bancassurance products
  • Lifestyle & Privileges – A selection of exclusive benefits specially arranged for your enjoyment and in recognition of your status

Who qualifies?

  • Business owners, Professionals and Directors of listed companies

What you need to apply

  • Business owners, Directors of listed companies, Professionals earning salaries of $5000 and above
  • Minimum balance of $500 Or an investment of $5000