Atlantica - 01.03.2001, Page 31

Private Banking services for large
scale investors is a growing opera-
tion of Bunadarbankinn Securities.
These services are available for individ-
uals holding a minimum of ISK 20
million who want to build and maintain
a strong portfolio. The services include
complete equity management, expert
advice regarding taxes, pensions and
insurance, better rates, and various
other services and benefits. A stated
goal is to ensure that the clients’ inter-
ests are met in every possible way, while
preserving trust and confidentiality.
ADVISORY AND DISCRETIONARY
Management customers can chose
between Advisory and Discretionary
Management. Investors who prefer to
make their own decisions regarding
individual investments, but would like
access to the bank’s vast financial exper-
tise, can select advisory management
services. Individuals who prefer discre-
tionary management, can benefit from
their funds being handled by financial
experts who help clients determine an
investment strategy with the aim of
obtaining the highest returns. By keep-
ing a vigilant watch, and actively man-
aging the portfolios, the bank is ready to
capitalise on rising opportunities.
FINANCIAL CONSULTANT
Each investor is assigned a personal
financial advisor, who will assist in
designing and selecting the appropriate
investment strategy. Regular meetings
are held with clients so that they can
review their balance, their account
movements and the yield on their
investments. Customers are free to con-
tact the manager of their portfolio at any
point in time to inquire about the funds
and the individual markets, or to obtain
other financial information. Investors
can also monitor movements on their
assets via the Internet.
ACTIVE ASSET MANAGEMENT
By keeping abreast of the latest develop-
ments on the financial markets, the
bank’s experts are ready to respond and
take advantage of new opportunities.
Individual portfolios are thus constantly
being reviewed and their composition
updated as befits market movements.
The ultimate goal is to maximise the rate
of return on the client’s investments.
EXPERT ADVICE
An integral part of the Private Banking
services is the access to expert advice
from a wide range of specialists. At the
clients’ disposal are experts in such
fields as insurance and pension funds,
and clients can also obtain assistance on
how to handle tax liability and legal
issues – those relating to capital gains
and inheritance, for example.
OFFSHORE SERVICES
Recently, Bunadarbankinn opened
Bunadarbankinn International, an inde-
pendent subsidiary, in Luxembourg, one
of the most dynamic financial centres in
Europe. Bunadarbankinn International is
a management company which, among
other things, specialises in asset man-
agement and services for prosperous
individuals. Several factors contribute
to making Luxembourg attractive to
investors. The economic environment is
stable, bank secrecy is high and the tax
structure advantageous.
Bunadarbankinn Securities offers its
clients services and advice on invest-
ments in Luxembourg, such as the
establishment of custody accounts and
holding companies, with special consid-
eration given to issues of taxation and
inheritance.
BETTER RATES AND BENEFITS
Bunadarbankinn offers a comprehen-
sive range of services and tailors cus-
tomer care to fit the needs of each indi-
vidual client and their families. Special
account packages are available, with for
example favourable loan terms, a vari-
ety of customer incentives, and a one-
to-one banking service.
TRUST AND CONFIDENTIALITY
Bunadarbankinn Securities is a trusted
and dynamic financial company, which
aims to offer its customers only the best
possible services. Trust and confiden-
tiality between clients and the bank is
the basis for a successful relationship.
The dedication and hard work of
Bunadarbankinn Securities’ highly qual-
ified team of experts is a true testimony
to the bank’s excellent results.
For further information on these
services, including the telephone
numbers and names of individual
advisors, please refer to:
www.privatebanking.is
Bunadarbankinn Securities:
Private Banking
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