Cathedral Bank, Wealth Management, & Investors

By editor
In Accounting And Banking
Sep 29th, 2016

Money matters. This is a fact of life. Nobody understands this fact like the experts at Cathedral Bank. Their staff knows individuals work hard for their money, so they work hard for their customers. Their consumer-focused approach offers a personal touch to an otherwise impersonal industry.


What is Wealth Management?

So what exactly is wealth management? Many throw the term around recklessly without truly understanding what it means. While everyone uses this term with their clients or at the board meeting, the varied uses can confuse those who don’t actually understand it. However, wealth management is actually a simple term to understand.

Wealth management is the study of improving or enhancing another individual’s financial standing. This means working with financial advisors and investment banks that offer a wide range of financial services and products tailor-made to do just that.

Cathedral Bank understands this. They work to provide for the needs and wants of affluent clientele. They provide the proper financial services and products to these clients at the right time.

Understanding International Wealth Management

International wealth management often provides unique challenges for financial advisors, but the staff at Cathedral Bank is always up to the task. International financial solutions can be varied, and it is important to look at minimizing risk on an international scale.

For international high-net-worth clientele, Cathedral Bank offers a bevy of financial services and products. Their expert staff is always on-call to speak with clients and find the solutions they need to ensure their wealth is managed to their absolute satisfaction.

Non-US residents often look to invest in the US, as it is a good way to minimize risk to their own financial standing. Combined with investments in the global markets, many investors find at Cathedral the financial solutions they have always been seeking.

Whether you are seeking investments, banking options, or protection against losses, the professionals at Cathedral Investment Bank are the global go-to source for international financial solutions. Their commitment to putting the client first is second to none. They also provide excellent customer service.

Due to the rapid fluctuations on the international market, their experts use an ongoing evaluation process. This ensures accurate monitoring and reporting of all happenings in the financial market. Their team approach to investment banking continues to advance and expand the benefits they can offer clients on a daily basis.

Comprehensive Cathedral Bank

It does not matter which country is home, the financial experts at Cathedral Bank are always prepared to offer convenience, dedication, and confidentiality. Their staff is well-versed in international wealth management protocols and procedures. Many of their advisors are also bilingual for your convenience. Speaking in one’s native tongue or in English, many find investing made easy with the Cathedral Bank team.

Working with over 10,000 clients in 35 countries around the globe, their staff is ready to tackle the challenge and create financial strategies just as diverse as each one of their clients. Clients of Cathedral Bank benefit from an approach that takes personal goals into account, along with the economic characteristics of a home country and professional needs.

Due to their multi-faceted approach, the staff at Cathedral has found great success helping international high-net-worth investors address risk tolerance and reach investment objectives.

Some of the comprehensive wealth management services the bank provides on a global level include:

  • Brokerage
  • Trust & fiduciary
  • Third party management
  • Commercial real estate
  • Investment products
  • Offshore investments
  • Offshore trusts
  • Offshore annuities
  • Offshore guaranteed investments
  • Deposits products
  • Lending products
  • Global payment processing
  • Trade financing
  • Proprietary management

This impressive list of offerings is not comprehensive, but simply shows a few of the many financial services Cathedral Bank offers to an international clientele. If you have financial needs that expand beyond this list, simply contact their team and let them know.

The Global Market Experts

Cathedral Investment Bank continues to grow internationally. With home offices in 7 different countries, the firm also has roots in a variety of cities throughout the world. With 10,000 clients, their operations extend all over, including:

  • Mexico City
  • Panama City
  • Bogota
  • Lima
  • Chile
  • Argentina
  • Brazil
  • New Zealand
  • Seoul
  • Beijing
  • Paris
  • London
  • Miami
  • New York
  • Washington, D.C.
  • Houston

Cathedral deals heavily in mutual funds. Their portfolio currently includes more than 150 onshore and offshore mutual funds. The funds are held both privately and publicly. Due to their wide reach, the firm has capitalization over $250 billion USD. This allows them to be one of the largest liquidity providers in the whole world.

The abundance of assets available to the expert staff at Cathedral Bank, combined with their customer-focused approach, ensures high-net-worth investors from around the globe will continue to seek the company out. Their expertise is seemingly unparalleled, which allows the investment bank to capitalize on global opportunities rapidly. Contact Cathedral Bank today about your wealth management needs today.

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