SOLUTIONS

BANKING SERVICES

 

• Custody and Execution services - equities in more than 30 countries, bonds, mutual funds, hedge funds and structured products,

• Money market - current account, savings account,

• Term deposits, fiduciary deposits in all major and exotic currencies,

• Foreign Exchange - spot, forward, swap,

• OTC and derivatives instruments,

• Precious metals trading and custody,

• Payments, transfers and credit cards,

• Securities and cash backed loans, fiduciary lending.

 

 

BACK OFFICE & IT SYSTEM

 

Capital Union Bank's core banking system has been developed on the renowned AvaloQ® platform, in order to provide the latest technology available to its clients. Offering direct access and straight through processing to more than 20 marketplaces around the world, CUB is ideally equipped to provide real-time and best-in-class Private Banking services.

 

 

WEALTH MANAGEMENT

 

Thanks to an extensive network of well-established partners, Capital Union Bank’s open architecture approach enables its Private and Institutional clients to access an unprecedented level of expertise in the following fields:

 

• Discretionary and active advisory services,

• Derivatives & structured solutions,

• Absolute return asset management,

• Estate Planning & wealth structuring,

• Private placement life insurance policies custody and management.

 

 

EXTERNAL ASSET MANAGERS

 

CUB offers client-centric solutions to External Asset Managers ('EAM'), providing a full range of dedicated banking services & assistance in implementing their investment strategies.

 

An experienced team is focused on serving the requirements of EAM. Multi-asset class research & asset management white labelling combined with fund structuring will enable EAM to expand their offering.