LAIKI BANK

Private Banking

A single relationship for your entire financial life.

From discretionary portfolios to estate structuring, your dedicated banker coordinates every specialist at Laiki — discreetly, and with a clear view of the whole.

01

Wealth Management

Discretionary and advisory portfolios constructed around your objectives, time horizon, and tolerance for risk — overseen by an investment committee and reviewed with you in person.

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Discretionary Portfolios

Day-to-day management delegated to Laiki within a mandate agreed with you.

Advisory Portfolios

You retain every decision; we provide conviction and execution.

Wealth Planning

Succession, philanthropy, and cross-border structuring with trusted partners.

Lombard Lending

Liquidity against your portfolio without disturbing long-term positions.

02

Investment Advisory

Direct access to our strategists and a house view shaped by genuine conviction rather than consensus — translated into ideas suited to your portfolio.

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Tactical asset allocationQuarterly & ad-hoc
Single-security & thematic ideasOn conviction
Alternatives & private marketsBy invitation
Currency & hedging strategyContinuous
03

Custody Services

Institutional-grade safekeeping, settlement, and consolidated reporting across asset classes and jurisdictions — with assets held in segregated accounts.

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Safekeeping

Segregated custody with leading global sub-custodians.

Consolidated Reporting

A single, encrypted view of holdings across institutions.

Corporate Actions

Proactive handling of dividends, votes, and entitlements.

04

Family Office

For families whose affairs have outgrown a single portfolio: one consolidated view across every bank and holding, investment oversight answerable to the family, and governance written down before it is needed.

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Consolidated reporting across institutionsMonthly
Investment oversight & policy statementQuarterly
Governance, charter & successionAnnual review
Structures, philanthropy & next generationBy programme

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