Private Banking
Bespoke wealth management and personal banking services designed to protect, grow, and transfer your wealth across generations.
Wealth Management Tailored to You
Whitestone Trust Credit Union's Private Bank provides comprehensive wealth management and personal banking services to high-net-worth individuals, families, and entrepreneurs. Our approach is built on understanding your unique goals and crafting personalised strategies to help you achieve them.
Our Services
Wealth Planning & Advisory
Holistic wealth planning encompassing investment strategy, retirement planning, tax optimisation, and multi-generational wealth transfer.
Investment Management
Discretionary and advisory portfolio management across asset classes, leveraging global research and institutional-grade investment capabilities.
Lending & Credit
Tailored lending solutions including Lombard loans, mortgages, and bespoke credit facilities designed around your wealth structure.
Succession Planning
Expert guidance on structuring your wealth for future generations, including trust services, estate planning, and family governance.
A Relationship That Lasts Generations
Personal Adviser
A dedicated relationship manager who understands your goals and coordinates our full range of services for you.
Discretion & Security
Absolute confidentiality and the highest standards of data protection and financial security for your peace of mind.
Global Access
Seamless international banking and investment access through our global network of private banking centres.
Begin Your Wealth Journey
Speak with a private banker to discover how we can help protect and grow your wealth.