Stable Coverage for a High Net Worth Entrepreneur
Client
High Net Worth Entrepreneur in the food sector
Challenge
Frustration stemming from a revolving door of relationship managers at his Private Bank, leading to the repetitive task of acquainting each new manager with his financial needs. Coupled with a perception of being just another account number at the bank, he felt a lack of personalized service.
Verity Capital Solution
- At Verity Capital, we work for the client, not the Bank
- This individual-centric approach is further solidified by our client-to-manager ratio; each relationship manager attends to a maximum of 15-20 clients. This contrasts starkly with some private banks where a manager may juggle between 50 to even 200 clients. The question arises: Can true personalized attention be given to 200 clients concurrently? And what if the Banker moves to another Bank ? It is all very disruptive. Verity Capital fills this gap, offering the devotion each client rightfully deserves
- The account is always at the client’s name and all cash/securities remain with established regulated banks, ensuring no credit risk to Verity Capital.
Get in Touch
General Enquiries
info@verity.capital
Careers
careers@verity.capital
