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Prestige Wealth Management Bank
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Investment Policies

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Prompt and efficient services delivered with utmost professionalism​​

Global Investor Services

We work with a number of leading financial institutions – the best in the business with a growing number of clients. Our clients are our partners and our priority.
  • Safe Custody

    We offer centralised safekeeping of securities and liquid assets helping you to manage securities more efficiently. Cost reduction is available on graduated fee scales based on size of assets.

  • Securities verification

    We undertake all activities relating to settlement of securities and related cash transactions in respect of your investments. Our Delivery versus Payment (DVP) custodial account allows you to use a variety of Stockbrokers.

  • Asset Registration

    Asset holdings of clients are duly registered at the CSCS, we ensure that all asset holdings of our clients are duly registered and reflected in an omnibus account within the CSCS according to the rules and procedures.

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  • Portfolio Valuation

    We have an up to date technology that does valuation of clients’ holdings on a daily basis with the current market price and send valuation report as requested by the client.

  • Cash Management Services

    Consolidation, sweeping and automatic investment of income/proceeds in line with set terms/client instructions.

  • Client Reporting – Cash/Securities

    We provide a consolidated report of all securities and cash positions either by mail/fax/SWIFT. We tailor the composition and frequency to your requirement.

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Our Clientele

Our Clientele

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We provide excellent services to a number of leading financial and non-financial institutions across all our regions. Our clients include:
  • Banks
  • Collective Investment Schemes
  • Fund/Asset Managers
  • Global Custodians and Depository Banks
  • HNIs and other Institutional investors
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Clients may be referred to Prestige Wealth Management Bank, Inc., member FINRA/00/WSS/SIPC/NFA (Prestige Wealth Management Bank) for brokerage services and additional investing options.

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