CIMB Private Banking offers a full range of private banking services, including: Asset allocation strategies and investment advice Portfolio management accounts Consolidated and comprehensive reporting Trustee services 6. What are the investment portfolios offered by CIMB Private Banking? We offer you a choice of two different portfolios, depending on how active or passive you want to be in managing your investment portfolio: Advisory Portfolio Discretionary Portfolio 7. What is an Advisory Portfolio? An Advisory Portfolio allows you to actively manage your investment portfolio, backed by invaluable advice from your Private Banker and Investment Advisory Team. They will provide you with invaluable insights and timely information, adding value to your decision-making process. 8. What is a Discretionary Portfolio? A Discretionary Portfolio enables you to play a passive role in the management of your investments by giving CIMB Private Banking or our appointed asset managers the mandate to invest and grow your investment portfolio on your behalf, according to your investment objectives and expectations. 9. What are the other benefits of being a CIMB Private Banking client?
| Website | http://www.cimbprivatebanking.com |
| Revenue | $3.6 million |
| Employees | 1 (1 on RocketReach) |
| Address | 15 Queen's Rd, Central, South Carolina 29630, US |
| Phone | +852 2586 7288 |
| Fax | +852 2556 3863 |
| Industry | Finance General, Finance |
| SIC | SIC Code 60 Companies, SIC Code 602 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 522 Companies, NAICS Code 523 Companies |
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CIMB Private Banking Questions
The CIMB Private Banking annual revenue was $3.6 million in 2026.
1 people are employed at CIMB Private Banking.
CIMB Private Banking is based in Central, South Carolina.
The NAICS codes for CIMB Private Banking are [52, 522, 523].
The SIC codes for CIMB Private Banking are [60, 602, 62].
