Personal Management Trust
Ideal for inviduals who would like to manage and grow their funds for the benefit of their loved ones. A personal Management Trust Account is designed to hold and manage assets for the benefit of your designated beneficiaries with the help of the Trustee, a neutral third-party. You can set the specific terms and conditions under which your assets will be managed, held and distributed.
Ideal for individuals who would like to maximize the growth of their assets. An Investment Management Account is a tool for maximizing the returns of your portfolio given your investment parameters and restrictions. Based on your preference, you can either choose the specific securities to invest in or let the experts from the Bank make the investment decisions on your behalf.
Estate Planning Complementary Services
Ideal for individuals who would like to supplement their plans on the transfer of their assets. We can provide you with services and product flexibility that will complement your estate planning objectives. This includes advisory services on orderly and cost-efficient transmission of financial assets to your heirs using trust tools.
We provide you with a suite of personal trust and investment products that will help you manage, grow and transfer your assets to your loved ones. These products are designed to allow you or your beneficiaries to reap the benefits of smart investment decisions.