Within Private Banking, there are both generalists and specialists. Our advisors are responsible for serving customers and ensuring that they receive the products and services that best meet their needs. At their disposal, they have advisor assistants and all of the specialist functions available within Private Banking.
What do we work with?
For active clients, the stock brokers are the central contact point. Brokers are in frequent contact with clients and are backed by Carnegie’s entire research department when they discuss trades. We also have analysts within Private Banking that prepare trade proposals specially tailored for our clients.
We have a legal department that works with both civil and tax law matters. The department assists our clients in matters ranging from company structures to tax returns and wills. Our insurance experts work with our clients’ private and occupational pension savings. We are an impartial advisor and can thus provide the best insurance policies for our clients.
Investment Strategy works with macroeconomic analysis and investment strategies. The department closely monitors all events affecting the securities markets and draws conclusions on behalf of our clients. Allocation at the strategic and tactical levels is performed in client portfolios.
Custody Service assists the business areas with services related to client deposit accounts/accounts with Carnegie. The department is divided into the following units: Deposit Service, Corporate Actions, Portfolio Service and Fund Administration.