Private Banking
Deposit and Settlement Services

We provide our clients with checking accounts, saving accounts and time deposit services. Clients can make payments, transfer or remit money and carry out other settlement business through payment by check, wire transfer and other means.

Wealth Management Services

Investment Advisory Services

As an extension of China Merchants Bank’s private banking "1+N" advisory services, the Private Banking (New York) Center provides investment advisory services for clients’ assets located in the United States, develops customized asset allocation programs for clients, and uses China Merchants Bank’s cooperation platforms to help clients develop investment portfolios, with products covering stocks, bonds, ETF, offshore funds, REITs, hedge funds and other categories.

Discretionary Investment Services

China Merchants Bank New York Branch has a fiduciary powers license issued by New York State. We have full authority to manage clients’ investment portfolios in the United States in accordance with their investment advisory agreements.

Integrated Financial Services

With abundant overseas resources and professional capability, China Merchants Bank New York Branch provides private banking clients and their families, as well as enterprises, with comprehensive financial solutions, such as corporate cross-border investment and financing, M&A transactions, and can introduce local professional service organizations that can provide clients with legal and tax consulting services in the United States.

Personalized Value-added Service
Study Abroad: We cooperate with experienced local education consultants to provide personalized services for private clients' children who intends to study abroad.
Private Medical Services: We select high-quality health management service organizations in the United States to provide clients and their families with customized, private managed, and specialized medical services.
High-end Shopping: To provide an extraordinary shopping experience for private banking clients in New York, we offer personal reservation and shopping guide services for various famous international brands and exclusive shopping guide services.