What matters to you, matters to us.
Relationships are at the centre of everything we do. We help individuals and their families manage, protect and grow their wealth. Your relationship starts with your personal private banker—a seasoned professional who works with you to build a holistic financial plan.
Offering a full-service and personalised experience for each of our clients, our approach is built on trust and transparency. Working together every step of the way, we provide you with the advice, products and services you need to meet your individual financial goals.
Your private banker acts as the single point of contact through whom you can access all of WMI’s local and international services including our in-house trust and asset management specialists.
As a WMI private banking client you join a select community of executives, professionals, and other high-net worth individuals, providing opportunities to meet and exchange ideas and experiences with your peers.
Let’s start a conversation today.
Our award-winning services include:
- Anytime access to your dedicated private banking team
- Customised financial planning to help with retirement, estate planning and investments (Bermuda and Cayman)
- Convenient and flexible cash management solutions including deposits and online banking services in multiple currencies
- Tailored portfolio management advice and access to our range of asset management products and proprietary investment funds including ESG benchmarking upon request
- Personal credit solutions, including the invitation-only WMI / AAdvantage Mastercard® Black credit card with unparalleled travel and lifestyle rewards (Bermuda and Cayman)
- Expedited mortgage approvals for local residential and investment properties, as well as specialised lending solutions including Lombard Loans and UK prime property financing
- Expansive custody services
- Trust and fiduciary services for financial and non-financial assets
Our award-winning services include:
- Exclusive access to WMI insights
- Unique, invitation-only events that bring our community together in a relaxed atmosphere
- Specialised partner services including art advisory and financing through Sotheby’s and “Health Plus” through Johns Hopkins International (Bermuda only)
