Private banking is a profession where personal contact is paramount. We appreciate the complexity of your life and are well placed to understand your needs by offering an exceptional personalised service. We are small enough to have an intimate knowledge of the local market backed by the global reach of a large organisation.
We cater to the diverse needs of our clients by providing a spectrum of advice solutions, from the flexibility of execution-only service for wholesale and institutional clients, to providing access to external specialists who support our client’s personal and comprehensive advice needs.
The people who benefit from a ‘whole of wealth’ private banking relationship come from a wide variety of backgrounds but share an aspirational quality and a story of success. A private banking relationship is of greatest value to our clients who have in excess of $2.5m AUD investible assets (excluding the family home but including super), $3.0m AUD of business across deposits, lending and wealth and an annual income of $500,000 AUD (all sources)
As a St.George Private client, you have exclusive access to unique investment intelligence and personalised insights. We have a team of investment, research and market specialists that are committed to providing our wholesale clients with powerful insights and access to exclusive opportunities.
The investments offered are designed to take advantage of Private Wealth's thematic views and provide investors opportunities across a range of asset classes and sectors.