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Berkeley Financial
Services

A comprehensive suite of services designed to cater to the sophisticated needs of our clients.

Berkeley Financial Services

At Berkeley Financial, we are committed to being more than just a bank; we are your trusted partner in achieving your financial aspirations. Explore our services to learn more about how we can support your journey towards financial success. Join us and experience Banking Upgraded a new standard in private banking and wealth management, where your financial future is our priority.

Institutional Banking

Empower your organization with our Institutional Private Banking Services. We offer strategic solutions including cash management, treasury management, and cross-border payments to optimize your financial operations.

Private
Banking

Experience bespoke financial solutions with Berkeley Financial’s Private Banking. Our personalized services are designed to preserve and grow your wealth across generations.

Investment Services

Optimize your financial strategies with Berkeley Financial’s Investment Services. Benefit from our market insights and advanced trading platforms for superior investment performance.

Asset
Custody

Ensure the security and efficient management of your assets with our Asset Custody services. We provide robust protection and seamless administrative support for your investments.

Securities Financing

Unlock liquidity and flexibility with Berkeley Financial’s Securities Financing. From repo financing to equities lending, our tailored solutions meet your unique financial needs.

Advisory and Consulting

Navigate the complexities of capital markets with Berkeley Financial. Our services in debt and equity issuance and structured products help you achieve your financial objectives.

Corporate Finance

Drive growth and value creation with Berkeley Financial’s Corporate Financing. Our expertise in mergers and acquisitions and restructuring provides strategic support for your business endeavors.
Do you need Help?

Let’s Talk

Connecting with us is straightforward. Whether you’re looking to enhance your portfolio or need detailed information on our services, our dedicated team is ready to assist you. Reach out today and let us help you navigate your financial future.
Subsidiaries

Berkeley Financial Subsidiaries

Berkeley Financial is made up of a wide range of entities, each contributing to the overall strength and capability of our organization. These entities work together seamlessly to provide first-class services and financial solutions to our clients.

Berkeley Bank & Trust

Our international private bank based in Santa Lucia, provides comprehensive wealth management and private banking services and solutions for institutions and high net-worth individuals.

Tudor Trust

Tudor Trust Kommanditbolag specializes in estate planning and asset protection, delivering bespoke trust management services designed to preserve and enhance your wealth for future generations.

Berkeley Financial Foundation

The Berkeley Financial Foundation is dedicated to making a positive impact through philanthropic initiatives, supporting community development and global sustainability projects.

Cyprus

Berkeley Financial will soon announce the forthcoming opening of our capital markets services, providing deep market insights and advanced strategies.

Madrid

Coming soon, a new subsidiary to provide securities brokerage and wealth management services, delivering personalized investment strategies to meet the sophisticated needs of our clients.

Ready to talk?

Whether you’re looking to enhance your portfolio or need detailed information on our services, our dedicated team is ready to assist you

Let’s Chat

Our interactive Chatbot is here 24/7 to guide you through any inquiries you may have about our services. It’s just another way we make Banking Upgraded.

This automated chatbot, powered by Open AI’s ChatGPT, is for informational purposes only and does not constitute an offer or solicitation for any financial instrument. All information is subject to change without notice and should not be considered as financial, investment, tax, or legal advice. Berkeley Financial is not responsible for any errors or omissions. For more information