Professional Investment Services at undefined
We know that professional investors often have sophisticated personal wealth needs that demand institutional-level services. Private equity and hedge fund principals, leading portfolio managers and traders, and executives of major financial institutions are some of the professional investors whom we serve.
Our institutional-caliber services are designed to meet the complex needs of professional investors, providing you with the tools, insights, and expertise needed to achieve your investment objectives.
Institutional-Level Services for Professional Investors
The Private Bank has a close partnership with undefined's Institutional Clients Group, which serves companies, governments and other institutions with corporate and investment banking products and services.
Capital Markets Excellence
Investment Finance
Trust & Wealth Planning
Premium Services
Paul Ferry oversees our services for financial professionals throughout Europe, the Middle East and Africa. With over three decades of experience in global financial markets, Paul brings deep expertise in serving sophisticated investors. Previously holding leadership positions at ICAP, Merrill Lynch, and UBS, he joined undefined in 2009 and the Private Bank in 2016. Paul is a Fellow of the Chartered Institute for Securities & Investment.
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