WESTFINANCE BANK
Wealth Management
Private banking for thebuilt
Dedicated advisors. Estate planning. Tax-optimised portfolios. WestFinanceBank Private gives your wealth the attention it deserves.
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Private Banking
Dedicated relationship manager · Minimum $250K
Named private banker, always available
Preferential rates on all products
Concierge banking services
Priority processing and same-day wires
Bespoke account structures
Apply for Private
Recommended
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Managed Portfolios
Advisor-managed · Tax-loss harvesting included
Personalised investment policy statement
Quarterly portfolio review with your advisor
ESG and values-based options
Alternative investments (PE, hedge funds) from $500K
0.5% annual advisory fee
Start Investing
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Estate Planning
Preserve and transfer your wealth
Trust and estate structuring
Beneficiary planning and review
Charitable giving strategies
Coordination with your legal team
Succession planning for business owners
Book a Consultation
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Tax Advisory
Minimise liability · Maximise returns
Year-round tax strategy (not just filing season)
Investment tax-loss harvesting
Multi-jurisdictional tax planning
Roth conversion and IRA strategy
Business owner tax planning
Talk to a Tax Advisor
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WFB AI Advisor
24/7 AI-powered financial intelligence
Proactive portfolio recommendations
Spending and cash flow analysis
Market intelligence and alerts
Net worth tracking across all accounts
Available free to all WFB customers
Try AI Advisor
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Global Accounts
190+ countries · Real exchange rates
Multi-currency account (30+ currencies)
Zero foreign transaction fees
International wire at mid-market rate
Global debit card accepted worldwide
Offshore custody available for Private clients
Open Global Account
Your wealth deservesexpert attention
Speak with a WestFinanceBank wealth advisor. No obligation, no pressure — just a conversation about your goals.
