Services – Private Banking
Services
Our products and services are designed for your convenience, whilst providing you with great choice and flexibility.
Private Banking Clients
Our products and services are thus designed for your convenience, whilst providing you with great choice and flexibility. Our services include:
- Current and savings accounts
- Domiciliary accounts​
- Term Deposit accounts​
- Loans and other uniquely-tailored financing
- Bills Settlements
- Efficient international Payment Services
- Cash Management
- Asset Management (Discretionary & non-discretionary)
Transaction Banking
Our deposit accounts are in all major currencies and provides you with all tailored services to meet your desired needs.Â
- Personalised Private Banking cheque books
- Debit and Credit cards
- Domestic and International wire transfers
- Foreign bills settlement
- 24/7 relationship management
- Telephone Banking services
- Digital solutions
Philanthropy
& Mentorship
Whether you are seeking to structure your charitable activities or implement already set goals, our private bank is positioned to offer advice and work with you to meet your unique philanthropic goals.
Our services are available from your initial vision to implementation and management of your charitable trust and foundations.
Our overall wealth management strategy covers your plans, structures and ideals. We invite you to experience our professional approach to philanthropy.
Our mentorship program seeks to enlighten, inspire and empower the younger generation to ensure the right values are instilled in them at an early age. We want them to have a sense of responsibility whilst equipping them with requisite skills to occupy leadership positions.
Our services are available from your initial vision to implementation and management of your charitable trust and foundations.
Our overall wealth management strategy covers your plans, structures and ideals. We invite you to experience our professional approach to philanthropy.
Our mentorship program seeks to enlighten, inspire and empower the younger generation to ensure the right values are instilled in them at an early age. We want them to have a sense of responsibility whilst equipping them with requisite skills to occupy leadership positions.
Financial Advisory
We provide financial advisory services and active portfolio management (discretionary & non-discretionary) by analysing and defining your investment needs.
Identify early warning signals and assist with timely recommendations with credit analysis and risk ratings.
Your assets are managed and monitored under strict supervision.
How we build your investment portfolio
- We review your financial profile and agree on your investment needs
- We provide recommendations for your portfolio by understanding your specific needs while providing recommendations on risk, time horizon and return on investment
- We provide recommendations for your portfolio by understanding your specific needs while providing recommendations on risk, time horizon and return on investment
Digital Banking Services
Instant Banking
The most convenient way to access your funds from your mobile phone. It requires no data and works perfectly on all phones.
Online Banking
Gives you 24/7 access to your accounts from anywhere in the world.
- Local currency transfers.
- Foreign currency transfers from your domiciliary account to anywhere in the world.
Mobile Banking
Our online banking app makes you experience the ease of monitoring your portfolio from any mobile device.
Estate Planning
Your investments needs are important to us thus our estate planning advisory services cover the entire process of managing and disposing your assets during your lifetime and beyond in line with your wish.
- Will and Trust-Protection and transfer of your assets through our experienced Trustees.
- Pension Funds Advisory Services-Quality financial advice on the best pension solutions.
- Tax Planning Services-We provide experienced tax advisers to deal with any tax issues.
- Book Publishing-We ensure you are able to document your values and principles for generations to come.
Lifestyle Services
As a Private Banking Client you have access to an array of exclusive lifestyle solutions such as;
- Access to our Private Banking suite for your day-to-day banking needs, private meetings, occasional business fora and networking events.
- Premium cards that offers you a collection of exclusive privileges that fit your lifestyle needs at home and abroad.
- Concierge services support both local and international to ensure 24/7 lifestyle solutions all year round.
- Opportunity to attend events spanning business, fashion, food, music, art, sport and business fora.
- Exclusive invitation to dedicated -leadership programmes covering various topics
Fidelity Debit And Credit Cards
Fidelity Visa Debit card gives you access to funds anytime and anywhere in the world. It provides convenience and flexibility of using your card to carry out most payment transactions with an additional security for online transaction that minimize fraud called Verified by Visa(VBV).
- You have a solid selection of well-rounded travel benefits and consumer protection.
- Your credit card offers you a line that will enable the payment of goods and services at the Point of Sale (POS) terminal, web-based transactions or to make cash withdrawals via ATM.
Safe Deposit Keeping
You can safeguard items such as land documents, insurance policies, wills, jewelries, and other valuables using our personalized safe-keeping facilities.
You are guaranteed access to your set of keys during official work hours.
About Fidelity
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