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Banking for your whole family
Banking with us makes it easy to manage day-to-day finances for you and your family. When your primary banking relationship is with us, your banker can open an account for your spouse or set up accounts for your children, giving you a single, seamless way to manage everyone’s everyday needs while keeping each relationship individually tailored.
Benefits for your spouse
Your spouse receives a 50% discount on their monthly account fee when they take up a Private Wealth bundle account.
They also benefit from a shared wealth banker who provides globally integrated advice and guidance to support both day-to-day and long-term financial decisions.
Benefits for your children
Your children enjoy free banking with the same lifestyle benefits as you, along with financial guidance and support from a dedicated wealth banker. The aim is to help the next generation begin their financial journey with a strong foundation for future success.
Crimson Education partnership
Through an exclusive partnership with Crimson Education, Private Wealth clients gain access to world-class university admissions resources. Personalised guidance and strategic support help position children for success across global tertiary education opportunities.
Preferential Crimson Education benefits
Private Wealth clients receive a 15%* discount on Crimson Education programmes, subject to terms and conditions. Additional benefits include:
- complimentary application reviews by former admissions officers or Crimson strategists;
- specialised programmes for placement at leading global institutions;
- expert support with personal statements and interview preparation;
- access to exclusive events; and
- participation in a certificate programme in global entrepreneurship and innovation at the University of Pennsylvania.
Unlock global educational opportunities
Through the Crimson Education partnership, families can navigate international application processes with confidence.
Services are subject to qualification criteria and Crimson Education’s terms and conditions. However, university admission is not guaranteed.
For more information, contact your wealth banker to explore Family Banking and education benefits in more detail.
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