PROPOSED STRATEGIC CONCEPT · ORIGINAL VISUAL STUDIES

Three ways to make wealth clearer.

Conceptual assessment. Fictional data; no user testing or approved RBC branding.

A · Private banking atelier

Recommended: principal clarity with operational drill-down.

GLOBAL WEALTH

Your wealth, connected.

In-scope net assets
CAD 44.21M
Daniel Mercer · Anchor RM

Chosen for premium readability, visible relationship ownership and progressive detail.

B · Family-office command centre

CFO density: source reconciliation and entities at the centre.

GLOBAL WEALTH

Global operating view

Exposure / owner / valuation
CAD 44.21M
9 feeds → 8 canonical accounts

Strong operations utility; heavier principal learning burden.

C · Relationship-led concierge

Conversation first: simpler servicing, more risk of opaque data.

GLOBAL WEALTH

How can we help today?

Ask about a permitted document
Explore your records
Source-linked assistance

Strong service discovery; financial data must remain explicit.

Open selected prototype →