Private Banking

Private banking is an exclusive part of wealth management that offers banking, financial and investment services to high-net-worth individuals.

In addition to Arlo Associates providing exclusive investment-related advice, we offer private banking which goes beyond managing investments to address a client's entire financial situation. Services include: protecting and growing assets in the present, providing specialised financing solutions, planning retirement and passing wealth on to future generations.

Arlo Associates offers a private banking solution for clients that have in excess of $75,000 in investable assets. This will allow individuals should they wish, to participate in alternative Investments such as Hedge Funds and Real estate, but with a percentage of what most private banking solutions would require to access this type of structure.