Wealth Management
Straight forward banking services, planning, investment solutions,
and financing options.
With great wealth comes great responsibility
The development and protection of your assets is important for today, tomorrow and future generations. We work with you, whatever your requirements, to ensure you have access to the best and most appropriate financial talent in the world.
The cornerstone of our offering is a level of customer service way beyond the norm. We engage with you to truly understand, and then share, your vision. Our solutions will always be unique to you, with one common thread – quality.
We match our relationship managers to your needs and personality as we strongly believe that this is the key to achieving the ultimate service, with reliability and consistency priorities.
What we offer
A wide range of personalized products and services which will provide our clients with confidentiality, safety, and liquidity.
Banking
Straightforward banking, designed for you
Manage your finances effectively from almost anywhere in the world with our comprehensive range of services.
Investments
Products and services to help you reach your objectives
A diverse range of investment solutions – there to help you preserve and grow your wealth.
Planning, advice and services
The future of your wealth
Your aspirations, legacy and retirement plans – carefully understood and supported by your personal Wealth Planner.
Borrowing
Financing that fits your personal needs
Property finance, borrowing against your investments and lending solutions.
Grow your wealth. We are here to support you
Who we help
INDIVIDUALS AND FAMILIES
Your own Wealth Manager, who’ll work to understand your ambitions in detail, and offer the right support and products to help you achieve them.
ENTREPRENEURS
A network of expertise to help you realise your ambitions – with your own dedicated Wealth Manager there to provide access to vital tools and networks.
PROFESSIONALS
Local, exclusive support for those who work in law and accountancy firms, management consultancy and those within the barrister community.
CHARITIES
A dedicated charity specialist who can advise you on structuring your reserves to meet your financial goals.