Wealth custodians catering to the exclusive needs of globally diverse clients
The modern world exists and operates beyond borders, and the multinational clients who trust Price Private Wealth with over US$2.5 billion of their combined wealth value our exceptional cross-border expertise. Based in various countries across the globe, our clients include affluent individuals and families, institutions, corporations, captive insurance companies, and non-profits seeking to safeguard and enhance their wealth. Backed by the resources and stability of one of the world’s strongest financial institutions, we deliver top-tier investment advice and white-glove wealth management tailored to each client’s particular requirements, objectives, and opportunities.
Meet the team
A multinational group for international wealth needs
Mirroring our globally diverse clientele, Price Private Wealth is a multinational team of financial experts attuned to nuances in everything from culture to policy and offering top-tier wealth services in English, Spanish, German, Serbian, Portuguese, and Bengali.
Stephen Price
Filip Nikic
Christian Gollnick
Gustavo Sancinetti
Our values
What we stand for
Since 2001, Price Private Wealth has built a reputation as a trustworthy and dependable partner, earning the privilege of managing more than US$2.5 billion for our globally diverse clientele. We ascribe our success to five driving values.
Client first
We are proud to put clients first and go above and beyond to exceed their expectations.
Meaningful relationships
We value and cultivate lasting connections with our clients and each other.
Collaborative team
Our team is respectful, supportive, reliable, and genuinely enjoys working together.
Unwavering integrity
We operate with sincerity and good intentions to earn clients’ trust.
Innovative thinking
We embrace opportunities to innovate, grow, and continually improve.
How we give back
Beyond our commitment to our clients, we honour our commitment to our community. Whether by birthright or by choice, each member of Price Private Wealth is proud to call the Cayman Islands home. This unique place has given us so much, and we are determined to give back in three important ways.
Give
We offer targeted financial support where it can make the greatest positive impact to fellow Caymanians.
Influence
We participate in decision-making for Cayman’s future via strategic board membership, such as Stephen Price’s roles with the National Youth Commission and the Cayman National Culture Foundation.
About RBC
Backed by a preeminent international institution
In addition to the innovative solutions and opportunities that come from Price Private Wealth’s unique position in the Cayman Islands, as part of RBC Dominion Securities Global, we offer clients the benefits of RBC: stability, scale, and tremendous capabilities.
Stability
A longstanding financial institution chartered in 1869.
Scale
Canada’s largest bank, and among the largest in the world, based on market capitalization.
Staffed by 97,000+ employees who serve 17 million clients in Canada, the United States, and 27 other countries.
Entrusted by over 15 million individual, business, public sector, and institutional clients with total assets under administration in excess of US$438 billion.
Capabilities
One of North America’s leading diversified financial services companies with extensive global capabilities in:
- Personal and commercial banking
- Wealth management
- Insurance
- Investor services
- Capital markets
Wealth management
Bespoke wealth management for cross-border requirements
There is no “out of the box” solution for the complex wealth requirements and opportunities of Price Private Wealth’s multinational clientele. Be it an individual, institution, or corporation, each client’s wealth landscape, with its all-important cross-border factors, differs. That’s why our wealth management approach is custom tailored.
Financial planning
By understanding your circumstances, your values, and every factor impacting you and your wealth, we can build a bespoke plan to guide your financial affairs.
Will and estate consultation
Drawing on a sophisticated understanding of all factors impacting your multinational estate – paired with support from the world-class RBC Family Office Services team – we ensure your Will and estate plans reflect your values and preferences.
Tax-efficient strategies
With the support of external tax and legal professionals, we endeavour to keep abreast of important tax concepts in various jurisdictions, so we can help you preserve and protect your wealth.
Wealth transfer
We are dedicated to enhancing and protecting your wealth, now and into the future, setting you up to efficiently and effectively transfer your capital to your loved ones when the time is right.
Philanthropy
If philanthropy is a priority for you, we help you leave a lasting legacy, in whatever geography or geographies you wish to make your mark, through a strategic and tax-smart charitable giving plan.
Investments
Channeling myriad opportunities to meet your objectives
At Price Private Wealth, we think outside the box, be it the confines of international borders or a certain investing approach. Complementing disciplined investing with innovative thinking, our globally focused experts tailor portfolios to each client’s unique requirements, objectives, and opportunities.
Myriad opportunities
Through ongoing research and analysis, we uphold a sophisticated understanding of the diverse investment opportunities available to you, be they traditional or alternative.
Objective-driven investing
Through an in-depth discovery process, we help you set your short- and long-term return objectives and apply high-calibre investment strategies to consistently deliver on them.
Unbiased advice
From our unique geographic position, the investment advice we offer is enriched by a global perspective and unconfined by in-country bias. We always consider options within your jurisdiction as well as all those situated beyond it.
Risk mitigation
We preserve your wealth by limiting your portfolio’s risk exposure, drawing on strategic asset allocation and diversification.
Made for globally diverse clientele
✓ We understand implications of multi-citizenship and -residency
✓ We are familiar with localized policies and regulations
✓ We are aware of potential regional tax liabilities
✓ We are attuned to cultural nuances
✓ We offer service in English, Spanish, German, Serbian, Portuguese, and Bengali
✓ We build on consistent success managing investments in a changing world since 2001
✓ We operate in a North American time zone
✓ We invest on a multi-currency platform
✓ We build portfolios in USD, GBP, EUR, or CAD
Service standard
Committed to working hard for mutual success
We at Price Private Wealth thrive when our clients thrive. That’s why our clients’ interests are our top priority and why above-and-beyond service is our standard. Driven by our values, we operate with dedication, dependability, proactivity, and ambition.
Dedication
Always paying close attention to your needs, we are fully focused on meeting our client commitments.
Dependability
We honor our agreements and act with integrity, working in a responsive, reliable, and timely manner.
Proactivity
We seek sustained and complete comprehension of all challenges and opportunities relevant to your wealth, taking initiative to address them.
Ambition
We maintain rigorous performance expectations and aim to exceed the standards of quality excellence.
The Price perspective
Let our beyond-borders thinking enhance your multinational finances
Email:pricewealth@rbc.com
Phone:345-814-8141