Citizens Development Business Finance PLC
CDB Private Wealth — The Art of Wealthcare
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Because the best is different for everyone.

Exceptional wealth management begins with understanding you. Your ambitions. Your priorities. Your family. Your lifestyle. And what you want your wealth to make possible. At CDB Private Wealth, we take the time to understand what matters to you, so we can focus on what is right for you.

Wealth deserves more than management. It deserves understanding.

Welcome to CDB Private Wealth.

We believe the most important part of managing wealth is not knowing how many solutions we can offer you. It is knowing which ones truly matter to you. That begins with listening.

By understanding your ambitions, your responsibilities, your family and the future you are working towards, we can create a relationship that is considered, relevant and distinctly personal.

It is an approach built not simply around managing wealth, but caring for everything that wealth represents in your life.

Welcome to the Art of Wealthcare
Mahesh Nanayakkara
Mahesh Nanayakkara
Managing Director, Chief Executive Officer, CDB

Built on trust. Evolving around you.

For three decades, CDB has grown alongside the people, businesses and communities we serve.

Today, as one of Sri Lanka's leading Non-Banking Financial Institutions, with an asset base exceeding Rs. 225 billion and a team of more than 1,900 professionals, we continue to evolve through innovation, sustainability and technology. CDB Private Wealth represents the next chapter of that journey, bringing together our financial expertise, agility and deeply personal approach to service to care for the ambitions of a new generation of wealth.

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The Art of Knowing What Matters.

Everyone can offer you their best. We would rather understand what is best for you. Because knowing why a particular choice matters to you is far more valuable than simply presenting every choice available.

This understanding is at the heart of The Art of Wealthcare — a considered and highly personalised approach that filters out the unnecessary and focuses our expertise, access and attention on what truly matters to you, your lifestyle, your aspirations and your wealth.

Wealthcare, considered from every perspective.

The Art of Access
Two people shaking hands, representing trusted access to opportunity
The Art of Access

Bringing valuable opportunities closer.

Some opportunities are easy to find. Others require the right relationships, networks and expertise. CDB Private Wealth opens doors to carefully considered investment opportunities and possibilities that complement your ambitions, giving you access not simply to more, but to opportunities with greater relevance to you.

Gain access to selected investment opportunities that may not ordinarily be available through conventional channels. Our role is to bring relevant possibilities to your attention, allowing you to consider opportunities that complement your investment objectives and broader wealth strategy.
More opportunities do not necessarily lead to better decisions. We help filter the noise by identifying and presenting carefully considered opportunities aligned with your interests, investment appetite and long-term objectives.
Explore selected opportunities to participate alongside established investors and partners through carefully structured co-investment propositions — a more connected approach to discovering possibilities beyond conventional investments.
Considered architectural arches, representing a bespoke, personalised approach
The Art of Personalisation

Designed around one person. You.

No two lives are identical. Wealth management should not be either. We take the time to understand your circumstances, ambitions, responsibilities and long-term goals before shaping solutions around them — from bespoke wealth and legacy planning to individually structured credit solutions.

Wealth often carries a purpose beyond the present. We work with you to understand your long-term aspirations and help structure a considered approach to preserving, growing and transitioning wealth across generations — because a legacy is what you make possible for those who follow.
The right financial solution should adapt to your circumstances, not ask your circumstances to adapt to it. We explore credit solutions structured around your requirements, financial position and objectives, providing greater flexibility when opportunities or needs arise.
One relationship. A deeper understanding. Your dedicated Relationship Manager serves as your principal point of contact, developing an understanding of your financial world and coordinating the expertise and services you require. Over time, familiarity becomes understanding.
A client checking her phone with ease, representing effortless digital convenience
The Art of Convenience

Making wealth feel effortless.

Your wealth may be complex. Your experience of managing it should not be. From a dedicated Relationship Manager to priority appointments, remote servicing and digital portfolio visibility, we make it easier to stay connected to your wealth, wherever life takes you.

Your time should never be spent unnecessarily waiting. Enjoy priority service by appointment, allowing important financial conversations and transactions to happen at a time that works around you.
Where appropriate and subject to applicable requirements, selected services can come to you — whether at home, at your office, or wherever you are, our team can help make your banking requirements easier to manage.
Clarity gives you confidence. Access a consolidated view of your financial relationship through digital channels designed to help you remain informed and connected wherever you are.
Membership

Two tiers. One philosophy.

Signature Wealth and Private Reserve are shaped around different points in your journey, but built on the same considered approach to your wealth.

See where you fit
Signature Wealth
Private Reserve