Lloyds Bank International, Private Banking: Our Added Value

You are the focus of our service. At Lloyds Bank International, Private Banking, in Spain we believe in the idea of dedicating the time necessary to understand the needs, goals, and preferences of our customers. Only in this way can we build personalised solutions for our customer's investments.

The combination of excellent service and access to a wide range of financial products and knowledge guarantees that our solutions are, at the same time, both global and personalised.

Characteristics of our Private Banking Service

• Personal Service: Our customers will be assigned a primary and secondary account executive who will be in charge of identifying and analysing their needs as well as their financial goals, placing at their disposition a wide range of ideas and solutions adapted to their personal profile.
• Transparency: The clarity of the information communicated to our customers is a fundamental value when developing an ethical bank.
• Professionalism: Our teams' abilities are placed at our customers' disposition as part of our commitment to offer excellent service, in order to obtain maximum customer satisfaction.
• Safety: We have an excellent AA credit rating given by independent rating agencies. Today, Lloyds Banking Group is the largest financial services entity in the United Kingdom.
• Commitment: For us, it is fundamental to remain in close contact with our customers, which allows us to accurately follow your investments, adapting to your possible future needs and market expectations.

In short, we consider Private Banking to be the provision of a high-quality service designed to satisfy the needs of our customers, when they need us and in whatever way they require, always within the parameters of fair use and national and international Banking practices.

How We Work

A) Definition of your profile

• Analysis of your personal circumstances, and the economic and legal environment.
• Definition of financial goals in order to create, grow, and protect your assets.
• Asset Structure. Financial and fiscal information about financial vehicles.

B) Selection of Assets

• Designing an Investment Plan founded on the global resources of our group.
• Access to all types of products and markets.
• Selection of assets in accordance with your profile and needs.

C) Implementation

• Carrying out of the operation in due time and manner.
• Clear and transparent communication of the carrying out of the instruction.

D) Follow Up

• Following markets and investment policy.
• Adaptation and adjusting the customer's financial planning in the face of possible changes in their needs and/or in the markets.

Investment Services and Vehicles

• Interest-bearing accounts in Euros and foreign currency
• Fixed-term deposits in Euros and foreign currency
• National and international investment funds
• Access to direct equities (shares and bonds)
• Pension plans
• Structured deposits
• Investment portfolios
• Portfolio management
• Debit and credit cards
• Financing
• Insurance