feature-image
Chart Fiduciary

Financial intermediaries

Our solutions for independent financial advisors and wealth managers include research, infrastructure and a broad range of products and services.We offers high net worth and affluent individuals around the world a complete range of tailored advice and investment services. Our spectrum ranges from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.

Save 4 me

What are your goals?

Whatever stage of life you’re at, we can guide you through the opportunities and challenges you face. Your investment goals may be different, but here are some examples of the sort of questions our wealth planners can help you answer.

feature-image

Make plans for what to do, not what’s due.


Set up your recurring expenses (think power bill, cable, internet) in our app, and we'll do the work of saving for them each month. When you know your bills are covered, you can focus on the fun parts of having money—like saving for a trip to Japan and buying that new bike.

Our services

Our capabilities

Investment Bank

A global financial services firm with a focused model built around clients and their needs, with an emphasis on informed advice, tailored ideas and solutions and best-in-class execution.

Asset Management

Chart Fiduciary offers investment capabilities across traditional and alternative asset classes for private clients, intermediaries and institutional investors

Wealth Management

Chart Fiduciary offers high net worth and affluent individuals around the world a complete range of tailored advice and investment services. Our spectrum ranges from investment management to estate planning and corporate finance advice

Frequent question

Build your savings without even trying.

Turn on Round-up Rules and start saving up effortlessly. Whenever you make a purchase, Goals make it easy to save for the things you want or want to do. There’s no need for spreadsheets or extra apps to budget and track your money.

Discover More

Corporate internet banking is a secure online banking platform that enables cutomers make transfers to anyone in the world, 24 hours a day, 7 days a week

Yes account update requsests can be made at any of the branches

Accounts become dormant after 6 months of inactivity

Yes, the account can be operated through any of our internet banking solution.

News & Cases

Latest posts

Read All Posts

Get an account that suits you

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry: for our expertise, advice and execution, our contribution to society, our work environment, and our business success.

Reviews

What our client say about us

We are delighted to work with you.

testimonial

Jason Well

Forex trader

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting

testimonial

JacK Mill

Market analyst

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting

testimonial

Micheal Pete

Forex analyst

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting

testimonial

Big brother

Web developer

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting