01Private banking
Manage your day-to-day finances with the same attention as your long-term wealth.
- Accounts & payments
- Foreign exchange
- Cash-flow & liquidity
Montclair Bellerive
Private banking.
Personal by design.
Banking, investment management and wealth planning for individuals, families and business owners.
Banking & wealth management
Your finances.
Considered as a whole.
From everyday banking to the next generation of your wealth. A relationship built around the services you need.
01
02Investment management
An investment portfolio shaped around your objectives, risk profile and time horizon.
- Discretionary management
- Investment advice
- Portfolio reporting
03Wealth planning
Bring your personal, family and business interests together in a plan for the future.
- Family wealth & succession
- Liquidity planning
- Coordination with your advisers
04Market access
Put investment decisions into practice through an agreed dealing and execution service.
- Investment instruments
- Dealing & execution
- Custody & settlement arrangements
Services are subject to eligibility, jurisdiction and agreement. Investments carry risk.
Your relationship with Montclair Bellerive
One relationship.
Your whole financial life.
Your banking needs and investment decisions belong in the same conversation. We bring them together around your circumstances and priorities.
Personal contact
A relationship contact for your needs, instructions and changing circumstances.
Connected expertise
Banking and investment services coordinated with your legal, tax and other professional advisers.
Clear arrangements
An agreed scope, responsibilities and reporting that keep you informed and in control.
For existing clients
Your banking.
Within reach.
Access your accounts, review your portfolio and manage your relationship through the secure client portal.
Sign in to client portalHelp with access01
Accounts & payments
Balances, transaction history and payment instructions.
02
Portfolio & documents
Your investment overview, statements and banking records.
03
Secure correspondence
Keep your relationship messages within your client portal.
Begin a relationship
Private banking begins
with you.
Tell us about your circumstances and what you need from your banking relationship. New relationships begin through an established introduction.
Become a client