Private Banking

Swedbank Private Banking – consistent and attentive

In Private Banking, our most special clients are advised by the most experienced members of the bank’s staff to make sure that even the smallest detail is not left to chance.

Our commitment has been recognized by the financial magazine Euromoney, which named Swedbank Private Banking the best private banking service in Estonia in 2013, 2014 and 2015.

Private Banking card

Private Banking Card

Only Private Banking clients can use a special debit card that comes with purchase insurance.

Visa platinum

Visa Platinum is the 'creme de la creme' of credit card.

This card guarantee you privileges all over the world. Visa Platinum card makes your business trips and also holidays with the whole family convenient, since all trips and your purchases have been insured by means of the card.

Private Portfolio- an excellent option for investing in financial markets

You can choose the investment strategy that best suits you from among the five available. The team that works in your interests selects the content on the basis of the strategy and manages it actively. You can put money in the Private Portfolio whenever you like and in any amounts you like. You can also use your money any time you need it.

Private Portfolio page

The service offered to your holding company is equally personal

We will also provide services to your companies if you want and advise you on taxes with the help of our partners. The businesses of many of our clients stretch across state borders, which is why you can also open corporate accounts and perform settlements in the Latvian and Lithuanian branches of Swedbank. There are various options at your disposal in the management of your company’s assets: deposits, investment deposits, bonds, shares and funds. You can also use the brokerage service, including currency transactions via traderoom.

This consistent and attentive service awaits you if the value of your financial assets is at least €100,000.

Private Wealth Portfolio Management- the pearl of our investment service.

Your securities portfolio is managed by a team of professionals, who will certainly find a suitable investment strategy for you among the 35 we offer. The selection includes investments that focus on aggressive growth as well as highly conservative options. You can get a good overview of your investments in the Internet Bank, but we will also send you a detailed monthly report about the content, status and yield of your portfolio.

In addition to our banking services, we offer You the services and consultations incollaboration with our associates hand-picked for reliability.

  • Philanthropy mattes- individual charity initiatives, establishment of foundations
  • Art advisory- purchases of individual works of art, development of collections, special events
  • Education, for you and your children- choosing the best educational establishment, career guidance, start-up support of business ideas.

More about Private Wealth Management

The Private Wealth Management service is meant for clients whose financial assets exceed €300,000.

Swedbank is offering its Private Banking clients a philanthropic consultation service. As per all other Private Banking services, our philanthropic consultations are aimed at you personally. Whether you want to make a specific donation or start your own charity, our professional teams are here to provide you with the optimal solutions.

The philanthropic service has three levels:

  • Setting up a charity and managing its assets
  • The Estonian Foundation of Musical Instruments
  • The ‘I Love to Help’ donations site

Establishing your own foundation, NPO or charity

To bring about positive change in society, you need motivation, drive, a well-considered plan of action and sufficient resources. All of this might seem like a huge challenge at first, but the experience of philanthropists to date shows that nothing is impossible.

If you want to contribute to the development of a specific field but no such initiative exists in Estonia, we can help you set up a foundation, non-profit organization or charity. One of the advantages of establishing your own organization is that you can be directly involved in its management and in making decisions on the direction it takes. Our professional Private Banking team will be happy to take care of the future fund management of your organization, too - giving it their full dedication without any management fees. You can also consult our partners, if needed, on taxation and legal matters.

Helping us maintain the quality of the charity service is Swedbank’s partner of many years, the Good Deed Foundation.

Good Deed Foundation

Heateo Sihtasutus or the Good Deed Foundation is an organization with expertise in strategic charity work. The foundation and its volunteers, partners and supporters focus on supporting new and existing solutions that are shown to work and on improving the capacity of organizations that bring about change in society. With their competent assistance we have launched new social undertakings and mediated support for innovative and sustainable initiatives.

Estonian Musical Instrument Foundation to support development of young talented musicians.

The Estonian Musical Instrument Foundation was created on 7 December 2015. Swedbank is one of the founders of this organisation, along with the Estonian National Culture Foundation and Paavo Järvi.

The new foundation was established to purchase valuable musical instruments and hand them over for use to talented musicians in order to facilitate their international success.

The foundation will be buying 1-4 musical instruments annually in cooperation with companies and donors, providing these instruments to chosen musicians for a period of up to 5 years. The Estonian Musical Instrument Foundation is primarily interested in string instruments produced in the 18th-20th centuries and priced at 50,000 euros and more.

The foundation makes its musical instrument purchasing decisions based on the assessments carried out by a body of experts that includes foreign specialists.

This is a noble investment that supports Estonian culture, our youth in general and young musicians in particular.

Donation environment "I Love to Help“

The donation environment "I Love to Help" came alive in 2008. Established in cooperation of the Good Deed Foundation and Swedbank, it has now grown into the biggest online tool in Estonia to intermediate donations.

The aim of the donation environment is to promote Estonian culture of charity - by bringing together the reliable and influential charity organizations in Estonia, giving them the opportunity to present their activities and to collect donations without a service fee.

By moving its home from it original location on Swedbank's webpage to www.armastanaidata.ee, it is even more spacious and more comfortable meeting place today both for the organizations and the donors.

Nearly 40 organizations are represented in this reformed donation environment, divided into four different activities:

  • children and families
  • health and coping
  • animals and conserving the nature
  • education and equal opportunities

Discover the new environment and support reliable and influential organizations!

Good makes good!

Positive changes begin with small acts. The Donation environment "I Love to Help“unites all of those who believe that each of us has an important role to play in society - to support those who need help. The environment, established in 2008 in co-operation with the Good Deed Foundation, unites all those organizations who have influence and who want help to advance the life in Estonia in all various spheres. All those organizations are strong and reliable - which ensures that your donation reaches the people who need it. Donating is simple - choose a project close to your heart and donate the money, bonus points, or maybe your own time.

www.armastanaidata.ee

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