Private Banking, a targeted service for affluent individuals, has existed and has been successfully developed in the Bank since 2007.
The main advantages of the Private Banking program are access to the maximum set of product offers with the best price conditions, comprehensive expertise of customer requests and needs, development of individual solutions, full confidentiality of personal and financial data and customer transactions and family service.
By the end of 2019, the volume of funds managed by Private Banking amounted to RUB 42.5 bn in St. Petersburg and RUB 11.8 bn in Moscow.
The customer portfolio of the program in investment instruments has grown more than 3 times.
In 2019, a new model and uniform customer service standards were introduced at the flagship Private Banking offices in St. Petersburg and Moscow.
Highlights of 2019:
- Formation of individual investment offers for customers of the program on the basis of the product line of BSPb Capital management company.
- Examination of customer portfolios, including those managed by other market participants.
- Structuring non-standard asset transactions.
- Management of assets with foreign banks.
Our own concierge service is successfully fulfilling customer requests of various levels of complexity: from day-to-day requests to individual traveling, from the creation of wine collections to real estate purchase and art-banking.
The purpose of Private Banking is to be the center of financial expertise for the customer, offer the best products and the best services based on the customer-centric model, build relationships with the customer on the basis of mutually beneficial cooperation.
Private Banking team is constantly researching new market practices to solve any extraordinary requests of our customers.