Wealth Management
Substantial wealth demands bespoke strategies that connect each facet of your financial life. Deliver by ECI Bank’s international network, we design wealth plans tailored to your unique and complex goals.
A one-on-one relationship; From the global specialist with local understanding.
We provide expert advice, strategic investment solutions, and seamless execution services for both institutions and individuals, spanning public and private markets. Our comprehensive approach ensures tailored strategies and optimal outcomes, helping our clients navigate complex financial landscapes with confidence and success. As a private wealth client at ECIB, you gain access to the full spectrum of our services, meticulously curated to meet your unique needs. Discover expert tax-planning guidance, wealth transfer strategies, tailored investment advice, alternative investment opportunities, and philanthropic solutions. Benefit from our global network of leaders and innovators, all dedicated to helping you achieve your financial goals and maximize your impact.
FINANCIAL STEWARDSHIP
Invest using our time-tested approach for managing risk and building customized portfolios.
- Asset allocation and Portfolio Implementation
- ESG and Impact Investing
- Private Investment Opportunities
- Capital Markets Expertise
LIFE AND LEGACY PLANNING
Support your family and build your legacy with holistic wealth planning solutions.
- Trust and Estate Planning
- Trustee Services
- Wealth Transfer Strategies
- Family Office and Network Services