The private bankers' main areas of activity are investment advice and asset management, deposit and stock market business and also issue and placement operations.
Most of the private bankers' activities are related to asset management. These services usually include:
investment advisory services for private and institutional clients
securities trading, administration and safekeeping
foreign exchange operations
derivative instruments
financial analysis
legal and tax advisory services
incorporation and administration of companies, foundations and trusts
administration and distribution of investment funds
The following services may be added to the choice offered by the larger banks:
global custody
family office services
financial engineering
other services (particularly actuary ones) related to company pension schemes.
