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Our e-Account system provides quick and secure access to your finances, wherever you are. You can track accounts, make payments and securities transactions, and analyze a wide range of information on your assets. Your dedicated relationship manager will be happy to provide you with further information and set up your e-Account access.
WT has a long history of meeting the private banking needs of individuals and families, including expatriates, foreign nationals, people living abroad and those with dual citizenship. If your financial needs extend beyond your own country, banking in certain jurisdictions can offer you some important benefits.
For example, you may wish to:
• Have a bank account in another country to easily pay expenses related to assets you own in that country
• Diversify your funds across two or more currencies to better manage currency fluctuations
• Give family members living in another country a secure and convenient way to access funds
• Hold a bank account in a more stable region than where you live
Whatever your situation, we will provide a fully customized solution, supported by an impressive level of personal attention from a dedicated relationship manager.
With private banking offices located in key financial centres worldwide, you can choose from a range of jurisdictions in which to hold your investments. In addition, you will have one point of access for all your international banking needs, helping to minimize the delays and inconveniences that may occur when dealing with different banks and multiple currencies.
To meet your needs, we provide access to:
* Accounts in a wide range of world currencies
* Debit and credit cards
* Competitive term deposit accounts
* Dual-currency deposits
* Foreign exchange services in all major currencies
* Secure 24-hour online banking
And much more
Willor Trust Advantages
In our practice, we emphasize objectivity and take a very cost-efficient approach to intelligent investment selection and management. Our investment style is active management. We do not subject our client to the hidden fees often found in mutual funds, limited partnerships, or other “packaged” products. Instead, we will analyze your financial needs and help you regain control of your finances through a personalized portfolio of equities and exchange-traded funds (ETF’s).
It is our responsibility to you, as our client, to develop a personal investment plan, to monitor and manage the performance results of your portfolio, and report your account performance regularly. We conduct an annual review of your accounts, consistently considering your changing needs. We are a fee-based asset manager.
All advice, services, and ongoing asset management are included in a nominal flat rate, thereby eliminating all commission incentives, in-house sale gimmicks, or referral fees. Rest assured, your financial future, peace of mind, and best interests are always our primary focus!.
Who Qualifies?
In order to best serve our clients’ needs through personalized attention and services, our minimum investment per account is EUR 2,500,000.
This minimum may be reduced in select situations.
Free Consultation
We know that every client’s goals are different. Therefore, we know that it is important to individualize our services for each client to achieve optimal results. We offer a free consultation where we analyze your current financial situation as well as future goals and provide recommendations on how we may make improvements, take advantage of available opportunities, and help insure that your financial and retirement future will be bright. Contact us today to schedule your consultation and start working toward your ideal financial future!
