How can we help you?
Banking
Relationships are at the centre of everything we do. We help individuals and their families manage, protect and grow their wealth. Your relationship starts with your personal private banker—a seasoned professional who works with you to build a holistic financial plan. Offering a full-service and personalised experience for each of our clients, our approach is built on trust and transparency. Working together every step of the way, we provide you with the advice, products and services you need to meet your individual financial goals.
Investments
A structured investment portfolio is a foundational element of a comprehensive wealth management plan. We offer a wide range of proprietary and third-party investment options, including individual equity and fixed income securities, investment funds and a variety of alternative investments. Choose to make investment decisions independently by taking advantage of our Full-Service Brokerage and Advisory service. Or choose our Discretionary Management service; a Portfolio Manager will take care of the day-to-day investment decisions and manage your portfolio according to your preferences.
Brokerage
Whether you’re investing for retirement, for a big purchase, or a rainy day, navigating the markets and choosing from among the thousands of securities out there can be daunting We believe that investing for yourself shouldn’t mean having to invest by yourself. So, when you become a full-service brokerage client, you get personalized advice on investment selection and portfolio construction from a professional adviser. However, you are still in charge when it comes to how much to invest, in what, and when. Just say the word, and our trading desk will execute your trades for you, always at competitive rates.
Great banking solutions
What matters to you, matters to us
Relationships are at the centre of everything we do. We help individuals and their families manage, protect and grow their wealth. Your relationship starts with your personal private banker—a seasoned professional who works with you to build a holistic financial plan. Offering a full-service and personalised experience for each of our clients, our approach is built on trust and transparency. Working together every step of the way, we provide you with the advice, products and services you need to meet your individual financial goals.
Your private banker acts as the single point of contact through whom you can access all of Secure Standard Internationals local and international services including our in-house trust and asset management specialists.
As our private banking client you join a select community of executives, professionals, and other high-net worth individuals, providing opportunities to meet and exchange ideas and experiences with your peers.
Let’s start a conversation today.
Our award-winning services include:
- Anytime access to your dedicated private banking team
- Customised financial planning to help with retirement, estate planning and investments
- Convenient and flexible cash management solutions including deposits and online banking services in multiple currencies
- Tailored portfolio management advice and access to our range of asset management products and proprietary investment funds including ESG benchmarking upon request
- Expedited mortgage approvals for local residential and investment properties, as well as specialised lending solutions including Lombard Loans and UK prime property financing
- Expansive custody services
- Trust and fiduciary services for financial and non-financial assets
You will also benefit from:
- Exclusive access to Secure Standard International’s insights
- Unique, invitation-only events that bring our community together in a relaxed atmosphere
Whether you’re investing for retirement, for a big purchase, or a rainy day, navigating the markets and choosing from among the thousands of securities out there can be daunting We believe that investing for yourself shouldn’t mean having to invest by yourself. So, when you become a full-service brokerage client, you get personalized advice on investment selection and portfolio construction from a professional adviser—a real person—based right here in our community (Bermuda and Cayman only). However, you are still in charge when it comes to how much to invest, in what, and when. Just say the word, and our trading desk will execute your trades for you, always at competitive rates.
Full-service brokerage clients enjoy:
- Tailored investment advice
- Access to market research and commentary from Secure Standard International’s expert team
- Access to local and international equity, fixed income, and options markets, plus proprietary and third-party mutual funds
- Comprehensive, easy-to-understand reporting and statements
Treasury management solutions
Our online portal is designed to help you handle daily and time critical activities spanning all tasks in Banking, including payables, receivables, liquidity management, fraud mitigation, international banking and foreign exchange. With a consistent look, feel and functionality, our portal helps you move easily between payment types, initiating repetitive and one-time outgoing payments or transfers.