Discretionary
Day-to-day portfolio decisions delegated within an agreed risk profile and investment policy.
Wealth Management
Wealth, arranged around the life it serves.
A coordinated private wealth service bringing investment management, liquidity, family planning and everyday banking into one considered relationship.
One relationship
Investment discipline.
Personal context.
Continuity.
Your mandate
A portfolio begins with a purpose, not a product.
We start by mapping the capital you need to preserve, the cash flows you expect to draw and the risks you are genuinely prepared to hold. Your mandate then becomes the reference point for every allocation, rebalance and recommendation.
Discuss your objectivesAdvisory
Recommendations developed with you, with implementation proceeding only after your instruction.
Execution
Efficient access and execution for experienced clients making their own investment decisions.
Portfolio architecture
Four capital roles. One coherent strategy.
Preserve
Liquidity & resilienceCash management, short-duration securities and defensive allocations designed around near-term commitments.
Produce
IncomeA diversified mix of high-quality fixed income, dividend strategies and income-oriented real assets.
Grow
Long-term compoundingGlobal equity and multi-asset exposures selected for durable participation in economic growth.
Diversify
Private marketsSelective access to alternatives and private opportunities where suitable, with explicit liquidity planning.
Illustrative portfolio roles only. Allocations vary by mandate and do not constitute a recommendation.
Laiki Private Card
Your private banking relationship, in hand.
Eligible private clients may access debit or credit card arrangements connected to their banking relationship, with limits, settlement currency and controls configured around their needs.
- 01Relationship-level servicing through your private banking team.
- 02Configurable spending, cash-access and transaction controls.
- 03Clear reporting alongside eligible accounts and liquidity facilities.
Card design and features are illustrative. Availability, network, limits, fees and credit are subject to eligibility, agreement and applicable terms.
Beyond the portfolio
Structure for today. Continuity for what follows.
Your banker coordinates the specialists required to connect investments with ownership structures, family governance, liquidity and succession objectives.
Liquidity planning
Cash-flow mapping, lending coordination and reserves for known commitments.
Family governance
A clear framework for decision-making, reporting and next-generation participation.
Ownership coordination
Investment implementation aligned with the client’s legal and tax advisers.
Legacy objectives
Long-horizon planning for succession, philanthropy and intergenerational stewardship.
Private consultation