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    • Over 20 Years of Experience

    Our Services

    A complete suite of banking and investment solutions — from everyday digital banking to sophisticated institutional strategies.

    Home Our Services
    What We Offer

    Comprehensive financial solutions

    Corporate & Institutional Banking provides a complete product range — from daily banking needs to sophisticated investment banking solutions.

    Digital Banking

    Digital Banking

    Seamless internet banking, 24/7 account access, and real-time cross-border transfers — combined with the personalised attention of a local branch.

    Asset Management

    Asset Management

    Globally diversified strategies across fixed income, equities, and alternatives — delivering institutional-grade investment management to every client tier.

    Personal Banking

    Personal Banking

    Full-range personal services — savings, mortgages, FX, and private banking — tailored to meet everyday and long-term financial needs across all channels.

    Explore In Depth

    Service deep dive

    Select a service to explore what it includes and how it can work for you.

    Market Analysis

    Market Analysis

    The Wealth Management team works with clients to address a full set of financial needs — from deposit services and private mortgage banking to investment management and trust & estate services. Our analysts combine proprietary data modelling with global macro research to deliver insights that actually move the needle for your portfolio.

    Fleet Management: whatever your fleet management needs, our comprehensive portfolio of customised fleet services helps you reduce total cost of ownership and improve driver productivity.

    Real-time market data dashboards
    Sector & macro research reports
    Portfolio stress-testing tools
    Dedicated research analyst access
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    Financial Data

    Financial Data

    Multi-currency accounts, gold/silver accounts, fast-action registration, and brokerage services — all under one roof. Our Separately Managed Accounts (SMAs) and Mutual Funds are managed through a sub-advisory agreement with a 150-year-old institution, bringing deep expertise to every allocation decision.

    Our Investment Process begins with a structured, comprehensive review of your specific risk tolerance, experience, and relevant financial factors — ensuring your strategy is truly yours.

    Multi-currency & gold/silver accounts
    Separately Managed Accounts (SMAs)
    Structured risk tolerance assessment
    Day-to-day investment decision support
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    Accounting Service

    Accounting Service

    Complete transparency — SMA holders can view portfolios and statements at any time through the Client Portal. No hidden fees, no opaque reporting. Every position, every transaction, every reconciliation is available in real time.

    Trading has never been easier. With our award-winning platforms, you can access more than 29 of the world's major exchanges directly, putting over 14,500 global equities at your fingertips.

    Real-time Client Portal access
    29+ major global exchanges
    14,500+ global equities available
    Full audit trail & reconciliation
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    Overall Evaluation

    Overall Evaluation

    When it comes to your financial goals, you're the expert. Evoca Credit Alliance Bank offers the features and flexibility you need to put your trading ideas into action. Trade stocks from around the world, manage risk easily, and — if you believe a stock will fall — go short using Single Stock CFDs.

    Real Estate Mortgage: we expertly manage and maintain your real estate portfolio, and also provide loan and housing mortgage facilities with competitive rates and expert structuring support.

    Global stock trading & CFDs
    Real estate mortgage facilities
    Flexible risk management tools
    Expert loan structuring support
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    How It Works

    Getting started is simple

    From first contact to active account — we make the onboarding process seamless.

    01

    Book a Consultation

    Speak with one of our advisors who will listen to your goals and recommend the right service tier for your situation.

    02

    Complete Onboarding

    Our digital onboarding takes less than 24 hours. Submit your documents online and we handle the rest — no branch visit required.

    03

    Build Your Strategy

    Work with your dedicated advisor to define a financial strategy aligned to your risk profile, timeline, and growth targets.

    04

    Track & Grow

    Monitor your portfolio in real time via our Client Portal. Quarterly reviews ensure your strategy stays aligned as your life evolves.

    Plan Comparison

    Find the right account tier

    Compare our account offerings to find the best fit for your financial profile.

    Feature Essential Premier Private
    Digital Banking Platform
    Multi-Currency Accounts
    Dedicated Relationship Manager
    Global Equity Trading (29+ Exchanges)
    Separately Managed Account (SMA)
    Private Mortgage Banking
    Trust & Estate Planning
    24/7 Concierge Support

    Not sure which service suits you?

    Our advisors will help you find the perfect fit — no obligation.

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