New Zealand Private Banking Introduction

New Zealand has an established private-banking market for clients whose banking, lending and wealth needs go beyond an ordinary personal account.

In New Zealand, Coutts Consultants can introduce eligible clients to suitable third-party private banks where a current route is available. We do not provide investment advice or manage the client's money.

Who private banking is for

In New Zealand, private banking is designed for clients with substantial assets, complex borrowing requirements or wider wealth-management needs.

In New Zealand, each institution sets its own minimum relationship size, accepted countries and eligibility criteria, so these are checked before an introduction.

A more personal banking relationship

In New Zealand, private clients can receive dedicated relationship management and access to banking, foreign exchange, lending and investment services offered by the institution.

In New Zealand, any regulated investment advice is provided by the authorised bank or adviser, not Coutts Consultants through this introduction.

Preparing for private-bank onboarding

In New Zealand, the bank will normally want to understand tax residence, source of wealth, source of funds and the background to the assets being introduced.

In New Zealand, for entrepreneurs and business owners, company ownership, dividends, a business sale or other wealth events may also need to be explained clearly.

How Coutts Consultants can help

In New Zealand, we discuss the relationship sought, review broad eligibility and help prepare the client's background information before making a suitable introduction.

In New Zealand, the private bank makes the final acceptance decision and is responsible for the banking, lending or investment services it provides.