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Private Wealth Management

Private Wealth Management

About Private Wealth Management

Designed for Individuals with High Credit Turnover and High Transactional Needs.

The relevance of optimizing yield on principal when investing requires that sound and prudent investment decisions are made in order to ensure that returns on investments are maximized while preserving capital. Through the Private Wealth Management desk, our dynamic team provides you with a cutting-edge financial and investment services that will assist you in meeting your investment goals. Your funds will be invested in highly liquid money market and fixed-income assets at competitive interest rates, ensuring portfolio diversity and significant returns on investment. You will be assigned a Portfolio Manager who will be in charge of creating a well- diversified portfolio based on your risk tolerance.

Product overview

Our Process

Open Your Bank Account Today

01Step

Download and Complete Forms

Your details, contact information, and any supporting information requested

02Step

Submit Completed Form

Ensure the form has been accurately completed and all required information and signatures are provided

03Step

Choose your Preferred Branch

Select the branch location most convenient to you

04Step

Visit your Branch for verification

Proceed to the First Atlantic Bank PLC branch you selected with your valid ID for biometric verification

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Private Wealth Management | First Atlantic Bank PLC