At M Private Bank, we aspire to be Africa’s Preferred Local Private Bank catering to the needs of Discerning High Net Worth Clients, adding value to the relationship by our International Expertise and Incisive Knowledge of Local Markets, backed by the Best Global Practices.

To be a leading provider of distinctive Private Wealth Management Services in Africa backed by superior advisory capabilities for discerning clients, with customer centric consultative approach that creates value for all our clients and other stakeholders through our result oriented professional approach to achieve highest level of client satisfaction.

At M Private Bank, we will work with the philosophy of acting as the trusted and dedicated adviser to our clients for their Wealth Management needs, by providing our domain expertise, our relationship and integrity at all levels to build an enduring, beneficial and successful relationship with them. It will be our endeavour to provide satisfaction to our customers at every given opportunity through a holistic and disciplined proactive customer centric advisory led approach with exhaustive analysis and prudent decision making.

• Our Approach is centred on strategic asset allocation to provide growth and income at a level of risk you feel comfortable with.

  We believe that managing Wealth in line with your life goals is a challenging activity. The challenges could be in aspects as personal as succession planning or as complex as the strategies in planning the resources to meet the financial goals and objectives. We believe in spending time with you to understand the personal and financial aspects of your life at every level in order to help you manage your wealth to its fullest potential, so that it can work towards fulfilling the goals of your life and benefit your family and future generations.

  Our approach provides a complete analysis of client’s distinct financial situation and this is used in the integrated investment strategy and management.

  We will strive to assist you in the management of your wealth. We will help you nurture it by providing you with investment strategies as well as your investment and banking requirements. We will help you identify opportunities to grow your wealth through your work life. We will also help you develop your business interests through our Corporate Banking division.

  We will strive to assist you in the Preservation of your wealth for the future. We assist you in introducing you to our approved third party service provider partners who can help you plan your estate to manage inheritance issues and provide you advisory on taxation.

  • Management of Wealth

    We believe that our clients have distinct and complex Wealth Management needs. We will strive to provide you access to informed advice which will help you in the achievement of your life goals. We will not assume anything on your goals and objectives and would be continuously developing your strategic plan to be able to take the dynamic changes in your life in our stride. We understand that our clients have expectations that their private bank should have highest levels of domain knowledge, should offer creative and customised solutions and should have the capability to offer prompt advice whilst maintaining the highest standards of service. We believe that you are unique so are your needs, aspirations and goals. We will provide you distinctive solutions after thorough understanding of your current financial situation and your goals and objectives. We will strive to understand your requirements, risk appetite and your investment capacity to help you in the management of your wealth. We will strive to follow the Asset Allocation in sincerity to help you achieve the desired returns while keeping the portfolio volatility in line with your risk appetite. We believe that Investing is the first step towards achieving your financial goals. Your Financial Plan needs to be actively monitored to track the performance and ensure that the asset allocation is consistently in line with the agreed objectives. Dynamic Asset Allocation is an integral part of our advisory approach and ensures that your portfolio risk is minimized and returns enhanced by making changes to the strategic asset allocation in view of the current market conditions.

  • Growth of Wealth

    We will strive to build relationship with you that is based on the foundations of mutual trust, respect and understanding to help you in achieving your goals and objectives. We will help you in ascertaining your financial & investment objectives and your risk tolerance, where after, we will work with you to develop tailor made solutions to help you manage, preserve and develop your wealth for your present and future generations. We will adopt a structured and disciplined approach and provide you solutions which meet your desired goals and milestones. We will help you to answer the following question on the growth of your wealth – What are your Wealth Growth goals – Is it for better lifestyle / comforts for you and your family, is it for buying a home or a vacation home, is it for diversifying or expanding business or is it for some other family related goals? How does the current investment support your wealth growth goals? What are the timelines/milestones at which the money is required? What has been your approach towards risk tolerance and volatility?

  • Preservation of Wealth

    Many families have excelled in accumulating wealth; however preservation of wealth is an art that has eluded quite a few of them. Quite frequently due to improper wealth management, fortunes decline during inter generational transfer. At times, the importance of passing the legacy to the next generations tends to get overlooked. Wealthy Families always had that need of having a trusted financial adviser but due to their involvement in managing their business, this need tends to get ignored and overlooked. Families need the services of a trusted adviser more than before. Some of our clients are people who have achieved a significant success, who understand that strategy and success goes together. Many successful individuals and families have found that making money is an easy job. Its preservation and growth that turns out to be more challenging. We will strive to work on preserving your wealth for you and for your future generations. We will help you in answering and providing for the queries such as - How will the future events impact your family's goals? Have you made provisions for your dependants? Have you made preparations for unplanned expenses due to – Illness, Accident and Disability? We will strive to advise you on your Estate Planning and help you answer queries such as – Have you finalised upon a plan for your assets after you are no more? Have you written out your will or created a trust for such transfer? What purpose do you desire that your legacy should serve – Supporting your family or supporting a charity or supporting your community? Is your current plan in the position to let you achieve these goals?

    M Private Bank is committed towards providing a personalized wealth management experience for our clients and their families. It is our endeavour to make our clients rely on us as a source of advice and individual attention to their needs, from investment advice to wealth transfer planning techniques. At M Private Bank, it is our endeavour to be your advisers who help you to make your money work harder for you.