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Embrace the Future of Project Financing with WTE Capital Ltd!
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Are there any membership requirements to become a private banking client?
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Are there any membership requirements to become a private banking client?
No formal membership is required. We focus on selecting clients with $100MM+ net worth who we believe will benefit from our highly personalized approach.
How do your advisors stay current on tax policies, laws, and regulations?
Through ongoing education, analysis, and access to top specialists, our advisors stay ahead of policy changes to consider the latest rules in their recommendations.
What reporting do I receive about my accounts and investments?
Customized online and paper reporting provides a consolidated view of your holdings, performance, cash flow, asset allocation, and more. Access real time data 24/7.
How quickly can I get set up with private banking services?
We pride ourselves on providing a fast onboarding experience. In most cases, we can have your core services up and running within 1-2 weeks.
Do you advise private bank clients on collecting fine art and other collectibles?
Our art specialists provide collection management advice, assist with acquisitions, and deliver privileged access to select art fairs, galleries, and exhibitions for top collectors.
How can I obtain a private bank credit card? What are the benefits?
Our exclusive credit cards offer high limits, special rewards, and premium benefits. Contact us to learn more and see if you qualify based on banking relationships and credit profile.
Can you recommend third party experts like accountants, attorneys, and insurance brokers?
Yes, we have deep relationships with top third party experts worldwide and can make personalized referrals based on your specific needs.
Do you provide support with my business interests?
Our capabilities include navigating liquidity events, business succession planning, connections to capital markets and institutional banking services to support your business interests.
What lending services do you provide for the ultra-wealthy?
We offer tailored lending including securities-backed loans, aircraft and specialty asset financing, business/investment loans, and mortgages for high net worth borrowers.
How can I receive investment advice while living abroad?
Our global team provides seamless advisory services wherever you live. Local advisors collaborate closely with your lead bankers to deliver the same level of expertise.
