PRIVATE BANKING

WE ARRIVED WHERE NO PRIVATE BANKING HAD
ARRIVED BEFORE, TO YOUR DAY TO DAY

Thinking of you and the management of your wealth

You have doubts? Request an appointment with your Private Banking Manager

Personalization

People you know and know you. Your Private Banking manager will be available when and where you need him. Exclusive attention, the most important thing for you is the most important thing for us.

Our way of doing Private Banking

Co-operative Bank of Evia Private Banking offers you a value proposition based on a high-level differential service, with specialized and personalized management, a wide and competitive offer of products and services, investment advice and discretionary portfolio management.

We accompany you with a team of experts whose qualification is certified by recognized entities that also receive continuous support and assistance from the analysts and fund managers of Co-operative Bank of Evia.

OUR VALUE PROPOSAL
Personalization

We are people you know and we know you. Our management model is different, channeled through a Private Banking manager for the management of your assets but integrated into the Co-operative Bank of Evia branch network where they will assist you for all other financial needs.

Your Private Banking manager
He is the manager of your financial assets. He knows you, he knows your preferences and investment goals. He has an excellent qualification. He will be by your side where and when you need him. And with the most innovative digital solutions.

Personalized attention at the Co-operative Bank of Evia office
In the network of Co-operative Bank of Evia offices they will attend you in a personalized way for your financial needs not related to the management of your wealth. You have your personal manager in your usual Co-operative Bank of Evia office.

For you and yours
Service, financing and special conditions for your family. Support in inheritance and donation planning.

Utility

Your Private Banking Manager,
your personal advisor
Your Private Banking manager is a professional with extensive experience in wealth management who guarantees a close and personalized relationship model.

Continuous monitoring
We watch over your heritage on an ongoing basis. Helping you is permanently informing you about possible investment strategies adapted to you, changes in the market and tax news.

Discretionary portfolio management
You can delegate so that the team of investment specialists, together with your manager, make the most appropriate decisions in the management of your wealth.