Westpac
1817
Westpac Private Banking
The Westpac private offering is suitable for clients who have $2.5m in investments, deposits/loans or $400,000 annual income or in excess of $1.5M of investible assets(which excludes the family home). It provides access to specialist advice, research (inc institutional/economic) and premium banking services.
Private Banking
- Excess of $1.5m investible assets
- 2.5m in deposits/loans or investments
- $400000 annual income
- Financial Planning
- Specialist Advice
- Banking Products
- Access to Private Wealth Investment Team
- Institutional Research
Private Banking Investments
- Term deposits
- Wholesale funds
- Credit/Inflation- linked
- Structured products
- Hybrids
- Wholesale funds
- Private equity
- Discretionary portfolios
- Private Wealth Markets
- Online investing
- Hedging Products
- FX Investment
- Dual currency
- Participation deposits
- Wholesale Real Estate funds
- Direct industrial Real Estate Funds