Bank of Valletta is offering customers with investible assets, a compelling value proposition in the area of Personal Wealth Management.
“At Bank of Valletta we believe that personal wealth management requires careful analysis, insightful advice and investment recommendations modelled around each customer’s personal objectives,” said Joseph M. Camilleri, Executive Head responsible for Wealth Management at BOV.
“Discreet and dedicated, our personal wealth managers are focused on building a relationship that is based on trust and backed by a range of exclusive services that add value to each of our customers, personally. The goal of our personal wealth advisors is that of maximising our customers’ wealth, using our experience, expertise and international network of 3rd party product providers to help each individual achieve personal long term success.”
Mr Camilleri said that today BOV is in a position to offer exclusive services to customers who require the management of a portfolio of investments in excess of Lm150,000.
Portfolio Management is at the forefront of the BOV Personal Wealth Management Service. Through Advisory Portfolio Management Service, the customer retains control of his investment decisions while benefiting from BOV’s professional advice based on the detailed research that is constantly being updated by BOV’s dedicated and professional research team.
On the other hand, the Discretionary Portfolio Management Service is ideal when the customer wishes to delegate to the bank the full management of the investment portfolio.
Trustee Services are another key element of the BOV Personal Wealth Management Service. A trust is a private legal agreement and equitable arrangement offering confidentiality and continuity on the settlement and administration of assets. The underlying principle of a trust is that a trustee holds the property, not for its own use, but is instead bound in equity to administer the trust and its property in such a way as to benefit the beneficiaries
Further information is available from any Bank of Valletta branch, from BOV’s website www.bov.com or by phoning BOV’s Customers Services Centre on 2131 2020.