Private banking is more than just investment advice. Clients often receive a suite of personalized services that cover lifestyle, legacy, and cross-generational planning.



While investment advisory remains the core of private banking, Singapore’s private banks increasingly provide holistic services:

  1. Estate Planning and Trusts: Helping clients secure wealth transfer across generations, minimize inheritance disputes, and optimize tax efficiency.
  2. Philanthropy Advisory: Assisting clients in structuring charitable foundations, impact investing, and legacy projects.
  3. Credit and Financing Solutions: Customized loans for luxury assets, real estate acquisition, or international business expansion.
  4. Lifestyle Concierge: Providing exclusive access to events, travel privileges, healthcare services, and educational planning.

This comprehensive approach allows private banks to build deeper, multi-generational relationships. As wealth grows more globalized, clients increasingly value the combination of financial expertise and personal lifestyle solutions.

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Sophia Tan

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Marks Toms – Editor-in-Chief
Marks oversees editorial policy, compliance, and fact-checking at bankaccountsopen. Read more articles

Disclaimer:The BankOpen Singapore Editorial Team consists of financial analysts, banking industry professionals, and experienced writers. We are dedicated to providing accurate, up-to-date, and practical insights to help readers navigate Singapore’s banking landscape and make informed financial decisions. The information provided in this article is for general informational purposes only and does not constitute financial, investment, or legal advice. Always consult with a qualified professional before making any banking or investment decisions.