Stable Coverage for a High Net Worth Entrepreneur

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

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