At EXL PB we are passionate about your privacy.
We all have to deal with risk on a daily basis in every aspect of our lives. At least with EXL PB you can get support for your financial risks.
Our approach
Identify, assess, mitigate.
We help you assess the risk in your current portfolio: identify the possibility of potential risks, assess them, and develop a framework and course of steps that can help mitigate these threats.
From the ensuing investigation it may mean that your risk mitigation may require drastic action, such as a divestment or a significant capital injection. In other situations it may require just stricter enforcement of existing controls.
Whatever the situation, risk cannot be ignored and “hoped it goes away”.
These dangers can stem from a wide variety of internal and external sources, such as:
- Unforeseen market events
- IT breaches
- Potential legal liabilities
- Financial instability
- Poor managerial decisions
Internally
Every aspect of our work is assessed for risk.
Internally EXL Private Bank takes risk management extremely seriously, with you, the client, at its core. We use:
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Class-leading encryption
Encryption and security systems as used by governments and major financial institutions, for sending and receiving all communications and documents.
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Servers in Switzerland
Highly secure facilities in the pro-privacy jurisdiction of Switzerland, protected from external attack and prying eyes.
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GDPR guidelines
We follow the latest GDPR guidelines and recommendations.
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Authorised access only
Robust internal systems ensure all data is protected and can only be accessed by appropriately authorised personnel.
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Rolling monitoring
Our systems and control structures are monitored on a rolling basis to ensure their integrity is up to date.
