COOPEC Bank provides a range of wealth and investment management services to over 32,000 clients in Europe and Africa. With more than 15 years’ experience, we believe that no matter how unique, complex or demanding your financial requirements might be, we can help you choose the most appropriate service for your needs.
Whatever your financial goals, we believe that no one is better placed than COOPEC Bank to help you manage every aspect of your financial present and future. Our fees and charges are transparent and will inevitably form part of your decision as to which service is right for you.
No matter which service you choose, the benefits include:
♦ Access to experts across the group to help with your servicing, decision making, planning
and investment requirements
♦ An online service to view your investments with regular performance reporting
♦ Ongoing communications and market updates that are relevant to the service you use
Services for individuals:
The Self-Directed service is an online investment platform, with a wide range of accounts and investments. You will have telephone and email access to the Investor Support Team who are on hand to answer any questions, but not provide advice.
Our Financial Planning and Advice service can be selected to fit your financial requirements. You can access our desk-based advisers who can help to create your financial plan over the telephone or a financial planner who will conduct your review face-to-face.
Bespoke Investment Management provides a truly personal investment plan for you and your family. A dedicated Investment Manager will conduct an in-depth analysis of your investment priorities to structure and manage your portfolio.
Business, charities and institutions:
Our Financial Education service delivers seminars and webinars to corporations across Europe and Africa, helping employees maximise the potential of their salaries, pensions and other employment rewards.
Employee Benefit Solutions include planning, implementation and communication of pension and auto enrolment, total reward and flexible benefit schemes and salary exchange schemes. We also provide online tools, technical advice and administrative support.
The Bespoke Investment Management team provides a fully bespoke investment service customised to the exacting needs of charities and institutions. Our expertise ensures we build sophisticated investment programmes that meet your requirements.
Contact us for further details
