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Private Client Services
- Preservation of wealth is our top priority
- Process begins with assessment of needs
- Followed by development of customized investment strategy, accessing a wide range of wealth-building tools and products from around the world
- Access to a full suite of world-class products and services
- Investment resources from Credit Suisse
Corporate Client Services
- Consultation with corporate officers to assess goals/needs
- Risk tolerance established
- Customized investment solutions and strategies developed within previously-agreed parameters
- Full range of products and services
- Investment resources from Credit Suisse
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Investment Management Products and Service
a. Cash and money market accounts
- Competitive interest rates
- Denominated in most major currencies
- Easy cash flow management with cash and money market instruments accessible through one account
b. Premium global access accounts
- Individually customized and managed accounts
- Access to world-class investment advisors
- Access to over 3800 global investment funds in conjunction with First Bermuda Asset Management and its partner Credit Suisse
- Investment mandates tailored to meet your specific Investment Profile (fixed-income, income-oriented, balanced, capital gains oriented, equities) utilizing various Investment categories (liquidity, bonds, equities, alternative investments)
- Denominated in major currencies
Securities Services
Choice Bank's securities services are provided by our partner, First Bermuda Asset Management. First Bermuda has a long history of offering a unique investment experience to highly qualified individuals and families, and to the people and institutions that advise them. Together, we offer a truly personalized means to invest in global markets and securities.
- Full Service Brokerage
- Futures Services
- Global Custody
Top investment managers delivering top results. Contact Choice Bank for more information.
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