Private & corporate clients

A long-term partner for financial continuity

We serve individuals, families, and companies seeking more than conventional banking

Services we offer

Personal banking, global reach

Our clients enjoy the flexibility of multi-currency accounts in USD, EUR, GBP, and CHF, supported by seamless payment capabilities and transparent online access.

Wealth protection & growth

Through our custody platform, clients can safeguard and manage their global portfolios — from equities and bonds to funds and money-market instruments — under one secure structure.

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Through our digital platform, clients have 24/7 access to their portfolios — a transparent, intuitive interface that allows them to view and manage their assets anytime, anywhere.

Tailored credit solutions

Our securities-backed lending solutions allow clients to access liquidity while preserving investment positions. Every facility is structured with prudence and discretion.

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Why choose Tolomeo Bank International

The confidence of a US-regulated institution

Personalized relationships with dedicated managers

A focus on long-term value, not short-term trends

The reliability of a global network with local insight

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We accompany private clients and business owners on the journey to grow, supporting their ambitions with tailored financial solutions designed to empower their success.

Our multilingual Relationship Managers provide white-glove service — combining professionalism with the warmth and attention that define true personal banking. Clients also benefit from direct access to our dealing room for fast, efficient transaction execution, ensuring that opportunities can be captured without delay and with the utmost care.

“You can't predict, but you can prepare.”

Howard Marks

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An overview of our services

Download a summary of our services for Private and Corporate clients for an overview of multi-currency banking, secure custody, tailored lending, and digital access - delivered with US-regulated strength and relationship-led service.

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"As a global External Asset Manager (EAM), we have enjoyed a strong and successful partnership with the bank Tolomeo for a decade. We have particularly appreciated the quality of the bank’s solutions, which have supported our business needs effectively across different markets and client segments. Overall, our experience with the bank has been highly satisfactory."

External Asset Manager

“I have had the pleasure of working with TBI since its opening in 2017. Over the years, I have steadily increased my clients’ assets with them. I can confirm that the bank is not only solid in terms of operations and business activity, but above all, it places great importance on valuing its clients - something that is no longer the case in certain “too big to fail” banks. I look forward to strengthening this long-standing collaboration in the years to come”

External Asset Manager

“For internationally mobile clients, Tolomeo Bank International offers a pragmatic and well-structured approach that complements our advisory role. Their understanding of cross-border considerations makes them a valuable partner for our more complex client profiles.”

External Asset Manager

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A personal banking relationship begins with a simple conversation

Contact our team in Puerto Rico or London to discuss your priorities and requirements. All communications are conducted securely and handled with absolute confidentiality, professionalism, and care.

Get in touch

Tolomeo Bank International, Corp., is registered as an International Financial Entity in Puerto Rico. Tolomeo Bank International, Corp., is not Federal Deposit Insurance Corporation (FDIC) insured. Tolomeo Bank International, Corp., belongs to the Puerto Rico International Bankers Association (PRIBA), a non-profit organization that represents the international banks in Puerto Rico to the relevant government, legislative and executive forums, and to the social and economic community of Puerto Rico. Tolomeo Bank International, Corp., is audited annually by Grant Thornton Puerto Rico LLP.