Itaú Private Bank is nurturing customer relationships through enhanced transparency and strategic investments.
Itaú Private Bank has combined access to the best consolidated financial services offered in Latin America with an open investment platform that gives clients access to investment products from the best houses in the market, enhanced by expert curation and support.
Customer-centric solutions are essential in banking as they place customers at the core of all operations and decision-making processes. By focusing on enhancing the customer experience, banks can gain the trust and loyalty of their customers, forging relations that can last a lifetime. Furthermore, in an age of rapid technological innovation and increasing competition, banks are making it a priority to adapt and innovate in order to stay relevant and achieve long-term success.
CUSTOMISED BUSINESS MODEL
Brazil-headquartered Itaú Private Bank works alongside clients, helping them define their investment goals, structure a portfolio aimed at producing excellent returns and find solutions for the perpetuation of legacies across generations. Offering a diverse line-up of investment and advisory services in estate planning, taxes, family and corporate governance, the bank’s strategy is based on providing customised, conventional and non-traditional banking solutions, reflecting the overall interests of clients.
Itaú Private Bank is consistently working towards providing a diverse ecosystem of services and products, offering global services to customers, strengthening partnerships, enhancing its technology platform and further expanding operations within and outside Brazil. To do this, the bank has combined access to its consolidated financial services offered in Latin America, including Itaú BBA, Itaú Asset Management and Itaú Banking, with an open investment platform that gives clients access to investment products from the reputable institutions in the market, enhanced by expert curation and support.
STRENGTHENING RELATIONSHIPS
Over the years, Itaú Private Bank has successfully developed a reputation for its strength, flexibility and commitment to transparency, which have been nurtured through extensive customer relationships, investments in cutting-edge technology and comprehensive organisational training.
To connect with a larger global Brazilian audience, regardless of where the onshore or offshore investments or non-investment products are made, the bank provides customers with the convenience of a “one-stop shop”. In Brazil, the bank aims to continue working on significant environmental, social and governance (ESG) initiatives across various fronts, including tailored product offerings and exclusive events for affluent clients.
Additionally, to address the growing contribution of the agribusiness sector to Brazil’s GDP, Itaú Private Bank aims to collaborate with other segments of its parent group, such as Banco Itaú BBA, to establish a coverage model in other regions in Brazil. This model will primarily target rural producers, entrepreneurs and investors interested in the sector, offering them a range of global investment and credit products.
Itaú Private Bank has access to the leading consolidated financial services offered in Latin America and an open investment platform that gives clients access to investment products from the best houses in the market, enhanced by expert curation and support.
Itaú Private Bank has been recognised as the winner of the Most Effective Investment Offering award and Outstanding Global Private Bank in Latin America at the PBI Global Wealth Awards 2023.