Wealth Management - What's in it for me? - Bank of Valletta

I want

Products

My Toolkit

... >
... >
... >
... >
... >
... >
... >
Notice to Customers Change in interest rates... >
... >
... >
... >
Career Opportunity Join Bank of Valletta... >
... >
... >

Maximise Banner

Minimise Banner

BOV Stockbroking

BOV Stockbroking...
BOV Asset Management

BOV Asset Management...
BOV Fund Services

BOV Fund Services...

next Previous

BOV Term ISA

The new BOV Term ISA offers you a solution that will safeguard the future quality of your ...
BOV ECO Personal Loan

Environmental-friendly financing is possible with the BOV ECO Personal Loan....
Get a quote

Life Assurance and Retirement...
BOV Home Loans

At Bank of Valletta we know that whether you are a first time buyer or acquiring your seco...
BOV Personal Financing

Do you need financing? Whether it is to buy a car, a home or finance your studies, we at B...
BOV Graduates Package

BOV Graduates Package...
BOV Stockbroking

BOV Stockbroking...
BOV Fund Services

BOV Fund Services...
to know more about finan...

We’ll help you gain access to funds to support general business needs or growth objectives...
Investor Relations

Within this section you will find an expanding array of useful and timely financial and ot...

next Previous

Prepaid Cards

Prepaid Cards are payment cards that are pre-loaded with a fixed sum of money...
BOV participates in SME ...

...
to learn about my BOV Ca...

It pays to pay with your BOV Premium Credit Cards. Find out how....
BOV Cards

There are many reasons why you should use a card instead of cash.. security, peace of mind...
BOV Jaime Financing Pack...

BOV Jaime Financing Package...
Branch Opening Hours

Branch Opening Hours...
BOV Asset Management

BOV Asset Management...
Get in touch with us

There are many ways to get in touch with us. Choose your preferred method. We shall be at ...
Interest Rates

This page features the interest earned on the Bank's deposit accounts...

next Previous

BOV Club Online Applicat...

Fill in this BOV Club form and we'll get back to you with more info....

next Previous

Home > Wealth Management - What's in it for me?

BOV Pjazza

BOV Market Watch - Week Ending 14 July 2017

BOV Market Watch - Week Ending 07 July 2017

BOV Market Watch - Week Ending 30 June 2017

BOV Market Watch - Week Ending 23 June 2017

BOV Market Watch - Week Ending 16 June 2017

BOV Market Watch - Week Ending 26 May 2017

Five Years of BOV Investment Centres

Introducing Sukuk Bonds

Creating Value Through Growth Investments

Introducing Multi-Asset Funds

BOV Market Watch - Week Ending 17 June 2016

Wealth Management - What's in it for me?

04 Aug 2015

next Previous

Wealth Management is generally perceived as the offering of private banking services and investment advice to wealthy individuals and their families. However, it is much more than that. Aldo Scardino, Bank of Valletta’s Executive Head for Wealth Management stresses that the key to wealth management is the relationship with the client.

Wealth Management is intrinsically about the management of close relationships with the clients focused on the growth and preservation of their wealth over time. Indeed, these relationships are carried across generations with many of our longstanding clients introducing Bank of Valletta to their children so that we can help them grow their own investments with a view of absorbing their future bequests.

Managing a relationship starts with the profiling of the client in order to be able to match appropriate investment vehicles that are adequate for the individual, his circumstances and objectives. All this is a result of a disciplined and rigorous research process, structuring appropriate and suitable investment proposals and their prompt execution in the market, whilst monitoring investments and the safekeeping of assets.

Bank of Valletta’s ethos is ‘Know your client’, and this principle is the cornerstone for the team at Wealth Management. Only by nurturing a sound working relationship with our clients we can guarantee a truly personalised service that is unique for every client. Our aim is to build a tailor-made portfolio of investments that fits our clients’ financial needs, objectives and risk tolerance. This can only be achieved when the financial advisor spends time and effort to get to know the client and manage the portfolio and the relationship. Meeting the clients regularly helps us understand the level of risk sought, the duration of the investment, income goals and any other factors deemed important for the investment relationship to succeed.

Furthermore, our advisors do not work in silos, but have the support of a thoroughly dedicated research team. This team provides advisors with up-to-date information about the financial markets and the various investment options and trading strategies. Thus, we can ensure that our advice is not only customised to the individual client, but is also based on an in-depth understanding of the prevailing market scenario. The BOV Wealth Management outfit forms part of the largest financial services organisation in Malta, the origins of which date back to 1809, and to this very date is one of the major drivers of the Maltese economy. We offer the full suite of financial services including personal and private banking, investment management and fiduciary services. Thus, we are in a position to help our clients take charge of, and safeguard their financial future throughout generations.

At Bank of Valletta, we take pride in being the Bank of choice for our market, including in the area of Wealth Management. This requires constant investment in our people and in our capabilities in order to be able to advise on, trade, settle, monitor and keep custody of investment instruments and products efficiently and effectively for our customers.