Sukuk
Sharia-compliant certificates paying periodic profit distributions.
Investments and wealth
Your family's wealth, in one trusted hand
Lanternvale Private Banking gives families and business owners a dedicated relationship manager for investments, finance and long-term planning.
Applications are not possible: this is a fictional test website.
Key benefits
A dedicated relationship manager
One person who knows your family, your business and your goals.
Retire comfortably
A retirement plan built around the income you want and the age you want to stop.
Tailored portfolios
Advisory or discretionary management across funds, sukuk, shares and deposits.
Succession planning
Help structuring how wealth passes to the next generation.
Who it's for
For families and entrepreneurs with significant wealth.
- Business owners whose personal and company finances are closely linked
- Families planning wealth transfer to children
- Senior executives approaching retirement
- Returning expatriates bringing savings home
Features
- Dedicated relationship manager and assistant
- Advisory and discretionary portfolio management
- Preferential rates on deposits and finance
- Platinum credit card with no annual fee
- Retirement and succession planning sessions
- Private meeting rooms at selected branches
Rates and figures
| Assets with the bank | Service |
|---|---|
| JOD 250,000 – 999,999 | Dedicated relationship manager, advisory portfolio |
| JOD 1,000,000 and above | Senior private banker, discretionary mandate, family office support |
Fictional figures for software testing.
Fees and charges
| Relationship fee | None when eligibility balance is maintained |
|---|---|
| Discretionary management | 1.00% per year of assets managed |
| Advisory service | 0.60% per year of assets advised |
Eligibility
- JOD 250,000 or more in deposits and investments with the bank
- Aged 21 or over
- Satisfactory source-of-wealth review
Documents you need
- National ID or passport
- Source-of-wealth declaration
- Recent statements of assets to be transferred
- Company registration documents for business owners
How to apply
- Book an introductory meeting
- Discuss your family's goals with a private banker
- Receive a written wealth proposal
- Transfer assets and agree your portfolio mandate
Frequently asked questions
What does it cost?
There is no relationship fee while you maintain JOD 250,000. Portfolio management fees apply if you choose them.
Can you plan my retirement?
Yes. Your relationship manager builds a plan based on your income needs, but investment outcomes are not guaranteed.
Can my business accounts be included?
Yes. We can coordinate with our business banking team so both sides are managed together.
Is my information private?
Your information is handled under strict confidentiality rules. This fictional site collects no data.
Related products
Mutual Funds
Four professionally managed funds from cautious to growth.
Platinum Credit Card
Lounge access, concierge and 0% instalment plans for high spenders.
You may also like
Platinum Credit Card
Lounge access, concierge and 0% instalment plans for high spenders.
Investments can go down as well as up and you may get back less than you invest. Past performance is not a guide to future returns. No return is guaranteed. Lanternvale Bank is fictional. Figures are examples for software testing. Products would be subject to local banking regulation.