Banco Bursatil
Managing your wealth as we would our own
Save smarter, faster than ever.
Save smarter, faster than ever.
Save smarter, faster than ever.
Our services
Your journey begins with us knowing your unique priorities, needs and goals. According to your risk appetite and preferences, we may discuss and suggest bespoke solutions for your attention from our best-of-breed product selection based on independent tracking of a large array of funds, structured products and insurance options.
Your private banker, supported by our team of portfolio managers and trading specialists, is always at hand to help you make sound financial decisions. Insights from our investment strategy and research teams will help you stay abreast of global market movements.
- Third party mutual funds
- Alternative assets
Investment services
- Discretionary portfolio management1: cash, securities and funds
- Advisory portfolio management1
- Premium advisory services Premium equity, fixed income and foreign exchange advisory services1 along with direct dealing and 24-hour FX trading will be fully accessible for your utmost convenience
1Available only in respect of accounts booked in Singapore
Asset preservation
- Estate planning
- Financial planning
- Life insurance2
2Provided by external parties / insurance brokers referred by the Bank.
Asset creation and preservation
Our long history of managing the wealth of entrepreneurial families has given us invaluable know-how to help you implement your investment goals, family governance frameworks and private trusts.
You can invest in a number of ways through our team of investment specialists; from fully discretionary to active advisory and even execution only. With the right plan for your investments and proper management of your assets, you can sustain your wealth within the family for generations to come.
Investment products
- Cash and money markets
- Investment grade bonds
- High yield bonds
- Equities
- Foreign exchange
- Derivatives
- Structured products
Alternative investments
Alternative investments such as private equity, private credit, hedge funds and real assets can give you access to unique opportunities to grow your wealth. Our alternatives platform offers you a holistic approach to alternative investing in partnership with top-tier industry partners.
Financing
- Portfolio leveraging
- Residential real estate financing
- Insurance premium financing
- Corporate finance3
- Structured transactions
3Provided by TY Bank or via external parties
Credit solutions
As one of our clients, you can benefit from our portfolio leveraging as well as mortgage and personalised financing options to enhance returns or improve liquidity.
You will also have the choice of having the investment and commercial banking facilities of TY Bank – our parent company – open to you, for the financing of family businesses and new ventures.
Wealth planning
Our wealth planners will provide tailored wealth planning solutions and strategies to address your succession, wealth transfer and legacy goals. This includes asset protection, charitable support* and addressing the needs and involvement of the next generation.
Sustainable investing
We can help you live your values and drive change while investing for returns. Whether you are focused on environmental protection, gender equality, food scarcity or other causes, our team of experts can guide and work with you to align your investment strategy with your values and financial goals.
We are a wholly-owned subsidiary of TY Bank, Southeast Asia’s second largest bank. Our clients enjoy access to TY Bank’s suite of products and services.
Platform of Choice: Access to comprehensive suite of wealth management products and services
- Lending products and credit solutions
- Managed investments: Discretionary Portfolio Management, Advisory Portfolio Management, Mutual Funds, Hedge Funds and Private Equity
- Premium Advisory & Direct Dealing Services across asset classes (Foreign exchange, fixed income and equities)
- Structured products and Derivatives (multi-asset classes)
- Wealth planning and trust
- Digital service access for you and your clients
- In-house research publications
- Access to exclusive events to learn and network
Financial Intermediaries
For Independent asset managers, External financial advisors and multi-family offices. Your goal is clear – serving your clients to protect and grow their wealth. Our goal is to help you achieve yours.
At Banco Bursatil, our global teams are here to help you offer innovative solutions for your clients. More importantly, we aim to help you build a long-term relationship of trust with your client.
Asia’s global private bank
Headquartered in Hong kong, we operate from a strong and open economy. You are assured of unrivalled stability and security and are backed by the only Asian private bank awarded Aa1 rating by Moody’s.
You get access to unbiased views from our strong in-house research team, best-of-breed financial products sourced from an open architecture platform, as well as our own proprietary products. With the combined expertise of our global team of investment professionals, we support you in making sound investment decisions.
Digital services
As a client, you can view your investment portfolio, bank statements, contract notes and certain correspondence along with customised research, securely – from your desktop, iPad, iPhone and Android phone – anytime, anywhere.
Opening Bank Account