PBA 

  
Private Banking Advisory



 "There are so many professionals telling the security buyer what to do, that his self-preservation at times depends perhaps more on knowing what not to do - and when."
(Sydney B. Lurie)

The experienced Partner for the Investor with a substantial Portfolio

June 2017

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Private Banking Directory


Below you will find a list of major providers of Private Banking Services.


ABN Amro
Headquarter: Netherlands
Founded: 1720/1991
Contact: +31 10 241 1720
Website: www.abnamro.com

Bankamerica (Merrill Lynch)
Headquarter: USA
Founded: 1904 (BofA), 1914 (ML),
Contact: +001 415 622-3456 (BofA)
Website: www.bankofamerica.com www.ml.com

Banco Itau

Headquarter:Brazil
Founded: 1945
Contact: +55(0) 19 37 07 55 00
Website: www.itau.com

Bank Gutmann
Headquarter: Austria
Founded: 1922
Contact: +43-1-502 20-0
Website: www.gutmann.at


Barclays Bank
Headquarter: United Kingdom
Founded: 1690
Contact: +44 (0) 20 7116 9000
Website: www.barclays.com

Bessemer Trust
Headquarter: USA
Founded: 1907
Contact: +001 212-708-9100
Website: www.bessemertrust.com

BNP Paribas
Headquarter: France
Founded: 1846
Contact: +33 (0)1 40 14 45 46
Website: www.bnpparibas.com

Berenberg Bank
Headquarter: Germany
Founded: 1590
Contact: +49 40 350 60-0
Website: www.berenberg.de

BTG Pactual
Headquarter: Brazil
Founded: 1983/2009
Contact: +55 11 3383 2000
Website: www.btgpactual.com

China Merchants Bank
Headquarter: Hong Kong
Founded: 1987
Contact: +86-755-83198888
Website: www.cmbchina.com

Citigroup
Headquarter: USA
Founded: 1812
Contact: +001 212-559-1000
Website: www.citigroup.com

Commerzbank
Headquarter: Germany
Founded: 1870
Contact: +49 69 136-20
Website:
www.commerzbank.com

Commonwealth Bank of Australia
Headquarter: Australia
Founded: 1911
Contact: +61 13 2221
Website: www.commbank.com.au

Coutts (Royal Bank Scotland)
Headquarter: United Kingdom
Founded: 1727
Contact: +44 20 7753 1000
Website: www.coutts.com www.rbscoutts.com

Credit Suisse
Headquarter: Switzerland
Founded: 1856
Contact: +41 (0) 44 333 11 11
Website: www.credit-suisse.com

Credit Agricole
Headquarter: France
Founded: 1894
Contact: +33-1-4323-5202
Website: www.credit-agricole.fr

Danske Bank
Headquarter: Denmak
Founded: 1871
Contact: +45 33 44 00 00
Website: www.danskebank.com

DBS Bank
Headquarter: Singapore
Founded: 1968
Contact: +65 6327 2265
Website: www.dbs.com

Dexia
Headquarter: Belgium
Founded: 1860/1996
Contact: +32 2 2135700
Website: www.dexia.com

Deutsche Bank
Headquarter: Germany
Founded: 1870
Contact: +49 69 910-00
Website: www.db.com

DnB Nor
Headquarter: Norway
Founded: 1822
Contact: +47 91 50 30 00
Website: www.dnbnor.no

Erste Bank
Headquarter: Austria
Founded: 1817
Contact: +43 (0)5 0100 - 10100
Website: www.erstegroup.com

Goldman Sachs
Headquarter: USA
Founded: 1869
Contact: +001 212-902-100
Website: www.gs.com

HDFC
Headquarter: India
Founded: 1994
Contact: +91 022-6652 1000
Website: www.hdfcbank.com

HSBC
Headquarter: United Kingdom
Founded: 1865
Contact: +44 (0)20 7991 8888
Website: www.hsbc.com

ICBC
Headquarter: China
Founded: 1984
Contact: +86-10-66108608
Website: www.icbc.com.cn

ING
Headquarter: Netherlands
Founded: 1845/1991
Contact: +31 20 541 5411
Website: www.ing.com

Intesa SanPaolo
Headquarter: Italy
Founded: 1823/2007
Contact: +39 011 555 1
Website: www.intesasanpaolo.com

Julius Baer
Headquarter: Switzerland
Founded: 1890
Contact: +41 (0) 58 888 1111
Website: www.juliusbaer.com

Kotak Mahindra
Headquarter: India
Founded: 1985
Contact: +91 22 6634 1110
Website: www.kotak.com

Lombard Odier Darier Hentsch
Headquarter: Switzerland
Founded: 1796
Contact: +41 (0)22 709 33 52
Website: www.lombardodier.com

Macquarie
Headquarter: Australia
Founded: 1969
Contact: +61 2 8232 3333
Website: www.macquarie.com

Morgan JP
Headquarter: USA
Founded: 1895
Contact: +001 212 270 6000
Website: www.jpmorgan.com

Morgan Stanley
Headquarter: USA
Founded: 1935
Contact: +001 212 761-4000
Website: www.morganstanley.com

National Australia Bank
Headquarter: Australia
Founded: 1893
Contact: +61 (0) 3 86413500
Website: www.nab.com.au

Nomura
Headquarter: Japan
Founded: 1925
Contact: +81 (0) 3-5255-1000
Website: www.nomura.com

Nordea
Headquarter: Sweden
Founded: 1884/2000
Contact: +46 8 614 7000
Website: www.nordea.com

Northern Trust
Headquarter: USA
Founded: 1889
Contact: +001 312-630-6000
Website: www.northerntrust.com

Pictet
Headquarter: Switzerland
Founded: 1805
Contact: +41 058 323 23 23
Website: www.pictet.com

Raiffeisen Bank Intl (RZB)
Headquarter: Austria
Founded: 1927
Contact: +43-1-71707-0
Website: www.rbinternational.com

Rothschild (NM)
Headquarter: United Kingdom
Founded: 1811
Contact: +44 020 7280 5000
Website: www.rothschild.com

Royal Bank of Canada
Headquarter: Canada
Founded: 1864
Contact: +001 416-974-5151
Website: www.rbc.com

Santander
Headquarter: Spain
Founded: 1857
Contact: +34-902-11-22-11
Website: www.santander.com

Sarasin
Headquarter: Switzerland
Founded: 1841
Contact: +41 61 277 77 77
Website: www.sarasin.ch

Scotiabank
Headquarter: Canada
Founded: 1832
Contact: +001 416-866-6161
Website: www.scotiabank.com

SEB
Headquarter: Sweden
Founded: 1856
Contact: +46 8 454 60 30
Website: www.sebgroup.com

Societe Generale
Headquarter: France
Founded: 1864
Contact: +33 1 42 14 20 00
Website: www.societegenerale.com

Standard Chartered
Headquarter: United Kingdom
Founded: 1853/1969
Contact: +44 (020) 7885 8888
Website: www.standardchartered.com

Svenska Handelsbanken
Headquarter: Sweden
Founded: 1871
Contact: +46 8 701 10 00
Website: www.handelsbanken.se

Toronto Dominion
Headquarter: Canada
Founded: 1855
Contact: +001 (416) 869-1144
Website: www.td.com

UBS
Headquarter: Switzerland
Founded: 1854
Contact: +041-44-234 11 11
Website: www.ubs.com

Unicredit
Headquarter: Italy
Founded: 1895/1998
Contact: +039 02 88 621
Website: www.unicreditgroup.eu

Vontobel
Headquarter: Switzerland
Founded: 1924
Contact: +41 (0) 58 283 59 00
Website: www.vontobel.com

Warburg MM
Headquarter: Germany
Founded: 1798
Contact: +49 40 3282-0
Website: www.mmwarburg.com

Wells Fargo
Headquarter: USA
Founded: 1852
Contact: +001 866-878-5865
Website: www.wellsfargo.com

Westpac
Headquarter: Australia
Founded: 1817
Contact: +61-2-9293-9270
Website: www.westpac.com.au

The list is presented for your convenience only and does not imply any form of recommendation on the part of PBA Private Banking Advisory. As mentioned elsewhere we are never in direct contact with any provider of banking, investment management, legal or tax services in the situations where we perform advisory work on behalf of clients that have retained us.  Omission from this list does not imply any negative view that PBA has of a private banking provider and we welcome requests to be included in the Directory.

   


 

 

PBA will help you with the following:|

 

Is your Adviser executing Foreign Exchange transactions at correct prices?

Should you accept 'Financial Products' at part of your Portfolio?

Are you aware of the hidden costs of Structured Products?


How secure is your wealth in a safe deposit box?


Binary Options
- you may better visit a Casino


Risk Premia Strategies -
old wine in new bottles

Stock Picking
- can you beat the Market this way?

Do Women make better fund managers?

Are Index Funds the best choice under any market scenario?

What should I do when my Financial Adviser (Private Bank, Investment Fund) merges?

Should I pay a management fee if my Financial Adviser uses funds that already charge me a fee?


Does my Financial Adviser really select the best possible investment funds for me or is he obliged to select from a pre-determined or proprietary list set by his firm?


Are you at risk from a blow-up in the CDS market?

Should you have to understand what the 'Barrier Hit Probability' is?

Do you know what risks are hidden in your UCITS Fund?

Not all performance fee structures align interests effectively

Does my Financial Adviser provide me with account statements that disclose all fees?

Can you rely on performance projections?

What is private in Private Equity Funds?

Should you participate in Euro experiment?

What can rebalancing your portfolio achieve?

How can you protect yourself against states going bankrupt?

Should you trust your financial advisor?

Are all Index Funds created equal?

Are you in- or outside your hedge fund's sidepocket?

Implementing an appropriate asset allocation

Can financial advisors really be 'independent'?

MIFID
- a flop for the private investor

Are your management and performance fees calculated correctly?

Can you trust relatives when investing?

Pitfalls of investing in ETF's, ETN's, ETC's and ETT's

What is a step-down express
certificate?

Are Hedge Fund Billionaires good for your financial health?

Should you consider 'Newcits', and what are they?

Understand why some ETF's may not perform as you expect

How to survive the global war between savers and speculators

Is your financial adviser a professional or a business man/woman?

Why traditional diversification is no longer sufficient

How to protect yourself against currency 'reform'?

Risk aspects of property and money market funds

Is my money used to pay for banker's bonuses?

What is the best way to invest in Gold?

How should you Financial Adviser be compensated and what role does the remuneration structure of his employer have?

Does it matter where my investment manager is located?

Who is ultimately responsible for the regulation of my investment fund?

Are investments in the USA sensible given proposed changes in the tax law?

Where are my confidential financial affairs still treated with respect?

How to protect yourself from toxic financial instruments

Does past performance help in picking investment managers or funds?


Should you stay away from firms that use Celebrity endorsements?


How to understand what performance statistics hide

Do you need a financial advisor that walks your dog?

Not all regulators are created equal. Which ones should you trust - and what does it mean when an advisor is regulated?


What type of Institution will suit your needs better? Large or Small Banks, Private Banks, Independent Asset Managers or Boutique Managers?

What are the implications if Hedge Funds hold massive cash reserves?

How meaningful is the fact that a Hedge Fund has had only 15 losing months during the past 15 years?

Are larger Hedge Funds or Fund of Funds necessarily better for you?


What is the correct way to set targets for performance fees on Hedge Funds?

Is a 'High-Water-Mark' sufficient to protect the interests of Investors in Hedge Funds?

Are Hedge Funds really a new Asset Class?

There are so many different Indices of Hedge Fund Performance - which one shall I pay attention to?

 


 




 

   
Copyright PBA Private Banking Advisory 2016 - All rights reserved


WE ARE NOT REGISTERED AS INVESTMENT ADVISORS IN ANY JURISDICTION AND WE DO NOT PROVIDE INVESTMENT ADVICE. WE ONLY PROVIDE ADVICE ON COST CONTROL AS WELL AS THE MONITORING AND MEASUREMENT OF PORTFOLIO PERFORMANCE AND RISK. WHERE REQUIRED, WE MAY ALSO ASSIST WITH THE RECRUITMENT OF SUITABLE INVESTMENT PROFESSIONALS. THE INFORMATION AVAILABLE ON PBADVISORY.COM IS FOR YOUR GENERAL INFORMATION AND PERSONAL USE AND THE INFORMATION DOES NOT CONSTITUTE ANY FORM OF INVESTMENT ADVICE AND SHOULD NOT BE CONSIDERED TO BE A RECOMMENDATION WITH RESPECT TO ANY INVESTMENT THE READER MAY CONTEMPLATE. INVESTMENT DECISIONS REMAIN THE SOLE RESPONSIBILITY OF THE INVESTOR OR HIS INVESTMENT ADVISORS. PBADVISORY DOES NOT RECEIVE ANY COMPENSATION TO WRITE ABOUT ANY SPECIFIC STOCK, SECTOR, STYLE OR THEME.