Investors Relations

Our Clients

Loyalty is very important to us, and we focus upon maintaining long-term relationships. This is clearly reflected by the extremely low levels of client turnover and the fact that most of our clients come to us via other client recommendations and referrals.

Private Clients

We offer complete wealth management solutions, such as discretionary portfolio management and investment advisory services which are tailored to meet our clients individual risk-to-reward needs. Our professional solutions will safeguard and protect your personal wealth over a long period of time.

Asset Managers

Our comprehensive services also include trade execution, settlement and custody. Where deemed appropriate, this even includes having direct access to the Bank’s Dealing Desk.

Investment Funds

Acting as a depositary for investment funds, we have the ability to work with any external broker and sub-custodian. In addition, the extension to our depositary licence under the Alternative Investment Fund Managers Directive (AIFMD) enables us to cater for a wide range of ‘in-scope’ investment funds.

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Investment and Insurance products and services including annuities are:

Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency

Mintbridge Bank and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For Mintbridge Bank:

Investment and insurance products and services including annuities are available through Mintbridge, the marketing name for Mintbridge Bank & Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of Mintbridge Bank and affiliate of Mintbridge Bank.

Mortgage, home equity and credit products are offered by Mintbridge Bank.