Private Banking
A dedicated relationship for complex needs.
A dedicated relationship for complex banking, credit, and cash needs.
Overview
About Private Banking
OBS Private Banking is for clients whose financial lives require dedicated coordination. A named private banker manages the day to day, working alongside an advisor and specialist teams.
How it works
Getting started
- 1
Open your OBS profile
Verify your identity and set up your account in a few minutes.
- 2
Add Private Banking
Enable private banking from your dashboard in one step.
- 3
Manage in one place
Everything lives inside your OBS profile, connected and searchable.
Eligibility
- Typically for clients with $1M or more in eligible assets
FAQs
Frequently asked
Still have a question? Message an OBS specialist from Secure Messaging any time.
Related
Also consider
Portfolio Management
Diversified portfolios managed to your risk profile and objectives.
Explore Portfolio ManagementEstate Planning
Structure your estate so wealth transfers cleanly to the people you choose.
Explore Estate PlanningTreasury Services
Working capital, cash concentration, and payment operations at scale.
Explore Treasury ServicesEducational resources
Learn more before you decide
- Investing
Learn the vocabulary and long term principles of investing.
- Retirement
Plan for income and expenses across the years after paid work.
Security
How OBS protects this experience
- Identity Protection
Reduce the risk of identity theft with these steps.
- Privacy Controls
Control how OBS uses and shares your account information.
Ready to begin
Speak with Private Banking
Open your OBS profile and add Private Banking in minutes.