Individual clients

Our success in wealth management is built on the personal relationship between each client and their private banker.

   MORE THAN JUST A BANKER

 

Our wealth management business is built on the successful relationships that our private bankers forge with our clients.  We make sure that a WYB Private Banker is more than simply a banker. Many are business experts themselves, having come to WYB after long careers as business managers, executives or entrepreneurs, making them uniquely able to understand your whole financial situation.

From investment to succession planning, business finance to residency and jurisdictional issues, your private banker will connect you to people who can help.