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Wealth Management

Comprehensive investment, wealth and credit solutions for private and institutional clients
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Wealth Management

A full range of banking and investing solutions

Access a broad array of Halatik Savings and lending products and services, all with a customizable dashboard to see everything in one place.

We believe that wealth can play a critical role in helping you achieve a meaningful life and a lasting legacy. Our qualified team works closely with you to understand your unique goals and challenges in order to develop a customized solution to meet your needs, so you can concentrate on the things that matter most.

Whether it’s planning for retirement, establishing a court-created trust, developing a customized investment strategy or transferring wealth to the next generation, our innovative wealth management solutions will help you overcome roadblocks and build the path to your financial success.

Your goals, our priorities

Our clients always come first at Halatik Savings. Your personal Client Relationship Officer is with you every step of the way – when it comes to analysing specific questions, seeing the bigger picture or considering financial opportunities and risks. Our objective is always to obtain a clear understanding of your needs and to work with you to define long-term perspectives so that we can offer you optimal advice and respond rapidly and effectively, even if circumstances were to change suddenly.

Investment Solutions

Discretionary and advisory services to find the right combination of investments to help protect and grow your wealth.

Wealth Services

Specialist services that can support you in the structuring, protection and transferral of wealth for the long term.

Services for Independent Asset Managers

If you're looking for agility, practicality and flexibility, we're the right partner for you.

Credit & Financing

Specialist advice and financial solutions to support property and investment, both home and abroad.

Other banking services

Accounts and savings, foreign exchange and treasury, valuation and custody.

eBanking

Quick and secure access to your finances whenever and wherever.

Banking Services

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