Private Banking

About China Merchants Bank Sydney Branch Private Banking

As part of the China Merchants Bank (CMB)’s global integrated service platform, China Merchants Bank Private Banking (Sydney) Center leverages on the group’s experiences and expertise in asset allocation to offer High-Net-Worth Individuals (HNWIs), their families and enterprises bespoke global asset allocation solutions and a comprehensive suite of financial services.

Daily Banking Services

China Merchants Bank Private Banking (Sydney) Center offers current account, term deposit, certificate of deposit, remittance, foreign exchange and derivatives to our clients.

Wealth Management Services

As part of China Merchants Bank’s private banking “1+N” advisory services, the Private Banking (Sydney) Center provides our clients with financial advisory services in Australia. Our dedicated team provides tailored asset allocation plans to help our clients to build their investment portfolios.

Comprehensive Financial Services

Combining the local expertise and the international resources, China Merchants Bank Private Banking (Sydney) Center offers a comprehensive suite of financial services to HNWIs, their families and enterprises.

Global Lifestyle Services*

By teaming up with experienced non-financial institutions, China Merchants Bank Private Banking (Sydney) Center provides our clients access to a range of services addressing their needs in Australia.

t Tax Planning Service

We cooperate closely with accounting firms to provide tax returns, tax planning and consulting services to HNWIs, their families as well as enterprises.

t Legal Consulting Service

We select legal firms to provide HNWIs with specialised legal consulting services.

t Medical Service

Our selected medical centers have the qualified doctors who provide comprehensive medical treatment, bilingual service and VIP service to our private banking clients in Sydney.

t Tourism Service

Our partners assist our clients in designing an itinerary unique to their needs.

t Golf Service

We collaborate with one of the most popular private golf clubs in Australia, which has exclusive services for our private banking clients. 

t Real Estate Consulting Service

We partner with real estate company to offer HNWIs the upmarket properties that are rarely advertised for sale in the traditional way and consulting services.


* China Merchants Bank Private Banking (Sydney) Center is not the service provider of the Global Lifestyle Services and take no responsibility for the quality of the services. In case of any deficiency of the services, client should contact the service provider directly. The Global Lifestyle Services are subject to the relevant terms and conditions. Please contact our staff for details.


Disclaimer

This webpage is for reference only and does not constitute and should not be regarded as any recommendation, offer or solicitation to purchase or sell any financial products. This information should not be considered a comprehensive statement on any matter nor relied upon as such. Independent professional advice should be obtained if necessary. Please read the relevant terms and conditions together with the risk disclosure statements before making any investment decisions.



 

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Tel: +61-2-7909 5555E-mail: sydney_gm@cmbchina.com Address: Level 39,Governor Phillip Tower,1 Farrer Place,Sydney NSW 2000
AFSL: 498531 ABN: 96 609 857 383Copyright@ 2018 China Merchants Bank. All Rights Reserved