Private Banking

Private banking refers to special banking product and services offered to high-net-worth Individuals or individuals with significant cash flows. Typically a dedicated Private Banker or Relationship Manager work with the customer and coordinates much of their banking and cash management. This may include securing and using loan facilities. Typically the products used are more sophisticated and have special pricing arrangements. At some institutions, private banking is delivered as part of a wholistic wealth management service.

Previous Next

Davenport & Company adds Xtiva as part of platform upgrade

Xtiva Reward Incentive Compensation service adds scalability and support for market leading compensation to Davenport.

How Will the COVID-19 Pandemic Affect Advisor Compensation? 

An accelerating technology landscape and a pandemic-induced reset on how people think about their health and financial security are bringing a wave of change to wealth industry compensation.

Tips for a Successful ‘Remote’ Wealth Management Operations Team

Learn how your team can perform great while at home.

Xtiva raises $10 million from Recurring Capital Partners to accelerate…

Xtiva announces financing to invest in product capabilities and expand in key markets

How Advisors Can Boost Digital Marketing While Social Distancing

Keep your practice top of mind during a crisis.

Keeping up with IIROC Reforms

We have compiled some areas of regulatory compliance attention for Canadian wealth management firms to help prepare for IIROC's new posture.

WealthTech Trends 2020 Revisited

The key trends driving innovation in wealth technology and digital advice have not changed – they have just been accelerated by the COVID-19 pandemic.

Tips for Meeting Virtually with Clients as a Financial Advisor

Connect with clients through digital meetings.

Best Practices for Working from Home as a Financial Advisor

Make the most of your workday from home.

See the difference XTIVA can make for your business

Get a demo

Xtiva Achieves More

Leave us your info and we’ll be in touch shortly!





Sending...