FNB PRIVATE WEALTH / RMB PRIVATE BANK

Overall

FNB Private Wealth/RMB Private Bank services all client types, while its partnership with FNB Business ensures a holistic offering. Clients have access to a dedicated private banker along with wealth, investment and portfolio management expertise, as well as retirement and fiduciary planning advice.

Value-added services such as complementary travel insurance, roadside assistance and domestic and international lounge access are offered to wealth management clients. The exclusive eBucks Lifestyle service is also available to clients to assist with a range of travel and leisure arrangements that include a gifting service, access to unique lifestyle experiences and securing dining reservations and tickets to exclusive events.

The group prides itself on being at the forefront of technological developments, and a robo tool has been created that enables private bankers to have a more holistic money management conversation with clients regarding their investment goals. The robo tool can identify suitable investment products for clients and takes clients’ needs into consideration to present an outcome for clients to meet their investment goals.

The bank has specialised banking and advisory teams for ultrahigh net worth individuals that provide advice on the client’s total balance sheet. It established that its clients are increasingly becoming global citizens and aims to adapt its offering to meet their requirements. Advisory services have also expanded to advise foundations and charitable organisations.