Wealth transfer and succession planning advice and services should be at the core of a private bank’s offering, demanding a unified, integrated approach to providing clients with experienced and expert advice across assets, business structures and local and offshore jurisdictions.
Many banks provide a high level of service in this area, but some stand out, and this year, the judges believe that FNB best demonstrated its strength and distinctive qualities in the advice and services it provides, awarding it Africa’s Best private bank for wealth transfer/succession planning.
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