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Private Banking

Wealth Management and Financial Planning

Advisory and Integrated Banking Service

If necessary, the Bank advises a customer as to:

  • Investments in the financial markets;
  • Legal aspects in company registration and management process;
  • Taxation.

The Bank provides a customer with  help in registration of a company in different jurisdictions.

The Bank can provide a customer with accounting services as regards business and transactions in the financial markets.

The Bank advises a customer in compliance with international and internal bank requirements; assists in producing of customer profiles, credit history and references.

The Bank assists a customer to settle cash flow management matters as well as helps to develop non-standard, flexible financial engineering solutions.

The Bank also provides advisory in the following areas either through own special units of Baltikums Private Bank, or through partners:

  • Purchase of wine collections and piece of art collections. We take part in assessment and funds financing to such purchases as well as management inviting professional companies to cooperate on consulting basis;
  • Family office services.  Baltikums Private Bank has a unit, which provides package services in financial and non-financial asset management for wealthy customers provided that more than 5 million EUR is under management;
  • Products considering the actual world trends. For example, we noticed the interest to structured products, property investments currency conversion transactions as a class of assets.
  • Brokerage and concierge services in property management, yacht charters, help in hotel booking, flight booking and theatre ticket booking (available in Riga).

Baltikums Private Bank in cooperation with its partners offers a wide range of personalized services for current and future owners of yachts.

Private capital managing is aimed not only to improve your property status. Our task is to help you make your dreams true and create the conditions to achieve more freedom.

If the ownership of yacht is one of your passions or hobbies, we will help you to make the right choice on purchase, financing, insurance and management of the yacht.  The yacht is not only the isle of freedom; it is also a great investment to complement your properties.

Our task is to provide consultations on planning and property management as one of the assets.

We offer a wide range personalized services:

  • Creation of legal and financial conditions and yacht ownership models;
  • Together with our experienced partners in this field we will manage all the questions related to the construction of new yachts, taxes, port taxes, yacht management including crew staffing and insurance;
  • Different variants of financing of yacht construction, repair and renovation works are available for discussion in Baltikums Private Bank: investment credit, leasing, fiduciary and prime brokerage services.

Find your path in the ocean of luxury and private property!