PRIVATE BANKS – GLOBAL MORTGAGE SOLUTIONS

Fortier has an extensive network of global and niche private banks that will not be directly accessible to client advisors or High-Net-Worth (HNW) individuals.

PRIVATE BANKS – MORE THAN JUST A MORTGAGE

Many private banks will consider an exceptional asset or first-class client – most lenders will strive for both.

The private banks can be pragmatic and provide out-of-policy lending solutions if our clients’ can present a clear road map to a wider private banking relationship. This topic is usually openly discussed between the mortgage advisor and private bank at the initial stages of client presentation. The role of the broker is to find an agreeable solution between both parties.

For many UHNW individuals, it is important to consider the best mortgage solution but it’s equally important to find a long term banking partner. The client might be on a journey of wealth creation or even wealth preservation – we like to present like minded partners who best fit each client profile.

KEY CONSIDERATIONS OF PRIVATE BANKS

• Geographic location of bank
• Lending appetite of bank
• Global reputation of the bank
• Representative at the bank – Director / CEO / Head of Lending
• Wealth management solutions
• Annual Fees
• Mortgage arrangement fees
• International Desk

We have a number of exceptional contacts at private banks and years of experience working with UHNW individuals. Get in touch with your mortgage advisor to discuss your long term projects.