Private Banking

Advantages of Private Banking

Swedbank Private Banking is customer service program for the bank’s wealthiest clients. As the largest private banking service provider in Latvia, for more than 20 years we have offered our customers a wide range of products and services custom-tailored to their needs, and financial consultations by leading industry professionals.

Advantages for private banking customers include:

Your own person of trust at the bank - private banker
Customer seminars, financial market reports and economic reviews
High-quality personal financial planning
Recommendations for building a personal investment portfolio
24/7 access to daily banking services by calling Private Banking customer service line +371 67 444 447

Private Banking client eligibility criteria

Private Banking services are available to customers whose total assets at Swedbank exceed 200,000 EUR or the monthly regular after-tax income is above 6000 EUR.

Manage your spare funds by stepping into the world of investment - grow your financial welfare in the long-run!

A team of professionals

Swedbank Private Banking has a proven track record of over 20 years in the Latvian financial sector. Customer care and advisory is provided by an experienced team of professionals - your private banker, customer service specialists, Swedbank’s finance, economics and other experts.

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Investment solutions

The Private Banking team comprises not only experienced but also highly qualified professionals who will advise on investment solutions that would suit you the best. All private bankers have the necessary knowledge and competence to provide investment advice, as evidenced by the licences acquired - MiFID (Markets in Financial Instruments Directive) and IDD (Insurance Distribution Directive).

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Financial planning - how does it work?

Having sound financial affairs is another step towards improving your quality of life. The purpose of financial planning is setting forth the goals that match your needs and financial means. Through financial planning, we can put together a valuable summary of realistic goals and the recommended investment solutions.

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Application form

Name / Surname*
Identity number*
Telephone*
E-mail*

Apply

Please contact us by e-mail on privatebanking@swedbank.lv or by phone on +371 67 444 447 – we’ll be happy to provide you with further information about Swedbank Private Banking and arrange the best time to meet!

Thank you! Your application has been received.

Your own private banker

Your person of trust at the bank who will provide assistance in building investment portfolios tailored specifically to your situation, in handling complex financing transactions, in assessing your insurance needs, as well as helping with other long-term personal finance matters.

Account manager

A customer service specialist who will help you with daily banking operations - opening of an account, setting up standing order payments and making cash transactions, as well as other daily banking issues.

Our offering includes:

Wealth management service which is available exclusively to Private Banking customers
Robur funds - Sweden’s largest investment fund manager and one of the leading asset managers in Northern Europe
Ready-made and professionally managed private portfolio investment strategies
An opportunity to easily manage and keep track of one’s investments

A holistic perspective on customer’s finances:

Drawing up the personal welfare balance sheet and grouping the cash flows
Reviewing insurance and pension solutions
Planning the family’s long-term welfare
Monitoring of customer’s investment portfolio
Product and service range streamlining, as well as special terms offering better value for Private Banking clients