PRIVATE BANKING AUDIT

Many clients typically have several private bank accounts and often deal with high turnovers of bankers, many of whom are subjected to performance pressures that produce conflicts of interest. As a result, it can be difficult to obtain untainted, objective advice when faced with important investment decisions. In such cases, an outside 2nd opinion can be a welcoming prospect.

In much the same way you would seek a 2nd opinion when it comes to your medical care, it can be just as important to obtain an impartial perspective on a financial instrument you are considering, a property you are thinking of buying or an insurance policy you are planning. At myPB, our self-appointed task is to formulate value-added and impartial opinions that will help you analyze the macro and micro implications of your decisions.

Our commitment to our clients and our own independence ensures that we will offer fair and honest 2nd opinions to the best of our abilities.