Dedicated to the exclusive customers of TEB, Wealth Management Service of TEB Private Banking is the collection of products and services supported and powered by the 30 years of experience of TEB Private Banking, the first Private Banking service-provider of Turkey.
With Wealth Management Service, TEB Private Banking mainly aims at providing the individuals with the information, product, advisory services, financial or non-financial, they needed in their present and future planning through its local and global experts. These sprawling services include very diverse areas that our customer will need advisory assistance from stock sales to company acquisition, from shareholding structure change to the need for family constitution.
Designed to match the today's needs as well as near future expectations, Wealth Management Service is available to client and family members who hold assets worth of TRY 15 million and over in TEB Private Banking and receive service from TEB Private Banking Customer Agents.
Clients of TEB Private WealthManagement Service, together with their family members, can benefit from entire host of TEB Private Wealth Management Services.
The companies that are owned/partnered by clients of TEB Private Wealth Management Service and hold an account in TEB are automatically subscribed to Welath Management Services.
With the approach of "Client Behaviour Analysis", Wealth Management Sales Managers, who have an industrial experience of over 25 years, scrutinizes the needs and expectations of Wealth Management clients as well as their investment behaviours, risk preferences and interests. Evaluating not only individual, family, company but also company personnel with the special analyses, professional staff identifies the solutions dedicated and customized to the clients of Wealth Management and meets professionals with the client. The processes are followed up personally by Wealth Management Sales Managers.
Private Investment Advisors analyse the assets and financial status of clients of Wealth Management Service and provide customized investment advisory service with the solutions relative to their client’s financial status. The planning is designed to match the long-term plans of the client. This service can take the form of putting the complete management of portfolio, as determined, to the hands of professional team or taking actions per transaction basis after evaluation by the client of customized investment advises from investment experts.
Wealth Management Service clients come together with professional staff, where they can benefit from experience of our global partner, BNP Paribas, on the subjects such as domestic and foreign company acquisitions and sales, stock transfers, partnership agreements. These special meetings are under the coordination of Wealth Management Sales Manager in order to ensure that your assets are transferred at the best prices and in the best manner.
Personal or family assets of the Wealth Management Service clients can be either real estate, boat or work of art and they are assessed in the professional hands with a view to develop a comprehensive and long-term protection plan.