BUSINESS CAPABILITY MAP - Private Credit & Lending Services
| Description | EN: |
|---|---|
| Name (FR) | Services de crédit et de prêt de banque privée |
| Packaging Library | 
Retail & Consumer Banking |
TREE VIEW
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Private Credit & Lending Services-
Financial & Estate Planning
Guides clients in setting and achieving their financial goals through comprehensive plans. This includes strategies for budgeting, saving, investing, and retirement. The goal helps clients manage their finances effectively and reach their long-term objectives with tailored advice and planning.
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Personalized Lending
Personalized Lending are customized credit solutions exclusively designed for High-net-worth individuals (HNWIs) and Ultra-high-net-worth individuals (UHNWIs), leveraging their unique financial profiles and assets to offer flexible terms, competitive rates, and bespoke structures such as Lombard loans (secured by investment portfolios), jumbo mortgages for luxury real estate, or cross-border financing, often integrated with wealth management strategies to optimize tax efficiency and preserve capital while meeting clients' specific liquidity needs or lifestyle aspirations.
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