Private banking provider
Tolomeo Bank
Listed for comparison
Antigua-based private bank with London support. Antigua-based, with London support. Referring partners are described across Europe, Latin America and the Caribbean.
At a glance
- Provider type
- International private bank
- International reach
- Antigua, with London support; referring partners described across Europe, Latin America and the Caribbean
- Relationship model
- Yes
- Multi-currency
- Available
- Lending
- Available
- Investment management
- Available
- Custody
- Available
- Family / succession
- Varies
- Known minimum / client segment
- Not publicly stated
Who this private bank may suit
Clients using an international private bank with links to Europe, Latin America and the Caribbean. That describes the published client focus. It is not a view on whether the bank is suitable for you.
International reach
Antigua, with London support; referring partners described across Europe, Latin America and the Caribbean.
International reach does not mean universal eligibility. The office you can see, and the entity that can accept you, are separate questions.
Relationship banking
Yes.
Banking and liquidity
Yes. Tailored credit is publicly cited.
Lending
Yes. Tailored credit is publicly cited.
Rates, loan-to-value and credit limits are not published on this page. Confirm the current lending menu, and whether it is available from your country of residence.
Investments
Yes. Advisory and discretionary wealth management.
Custody and execution
Custody refers to how investments and securities are held and administered.
Yes. The public proposition covers private banking, wealth management and brokerage.
Multi-currency and FX
Yes. The public referring-partner page cites multi-currency banking.
A stated currency range does not mean every currency is available to every client. Confirm the accounts and the FX terms for your booking centre.
Family and succession
Wealth solutions and family priorities are referenced. Confirm the scope.
Minimum and client segment
Not publicly stated
Cross-border considerations
Antigua-based, with London support. Referring partners are described across Europe, Latin America and the Caribbean.
Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
Questions to ask
Can your bank serve someone resident in my country?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Which legal entity and booking centre would hold my relationship?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What is the minimum relationship size?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Is the minimum based on deposits, investments, net worth or income?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Can you continue serving me if I move country?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Which currencies can I hold?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
How is FX priced?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What lending is available?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Can investments be custodied with the bank?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Is investment management discretionary, advisory or execution-only?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Do you provide cross-border reporting?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What investor or deposit protection applies?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
How are fees structured?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Do you coordinate with external tax and legal advisers?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Can family members in different countries be included?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What source-of-wealth documentation will be required?
Confirm the current answer with Tolomeo Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Which entity would serve you?
Private banks often operate through multiple regulated entities and booking centres. Your legal relationship, investor protections, deposit protection and available services may depend on the entity serving your account.
The provider states that it is licensed by the Antigua and Barbuda Financial Services Regulatory Commission with a Class 1 International Banking licence. Confirm the current licence, the entity that would serve you, and whether residents of your country can be accepted.
Sources and review
Information is based on publicly available provider information reviewed by WiT Access. Services, client eligibility, minimums and jurisdictional availability can change.