OUR SERVICES
Our end-to-end service
Award winning
Often presented over multiple years, we believe our awards validate our commitment to our clients. We don’t seek out awards, but we take pride in them. It is recognition from the people who really matter – the clients whose wealth we are privileged to manage.
Client service
No two clients’ circumstances are the same and that’s why we treat all our clients as individuals. Our clients really appreciate the time we take to get to know them as people, so our recommendations are tailored to their needs.
International expertise
No matter where you live or work, we can help you with your financial planning and private banking needs. We have extensive expertise in working with people immigrating or returning to the UK, and people who lead international lives in multiple countries.
Wealth planning
Private banking
Managing your investments
Lending services
Our latest videos
About us
We want to understand what matters to you and your family to support your needs now and in the future. As you’d expect from a boutique wealth manager, we treat you as an individual, offering certainty, consistency and flexibility while managing your finances and investments over the longer term. As a private bank, we can help you manage your money from day one.
Partner with us
Looking for a professional partner you can trust?
Partner with like-minded professionals who will offer your high-net-worth clients a personalised, high-quality service.
OUR TEAM
Here to help you
Meet our expert team of private bankers and specialists covering wealth planning, investments and lending who can help you make the most of your wealth
Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here
Contact us today
Are you looking for a private bank that can also offer wealth planning and more?
Call us on +44 (0)1624 645000 or email [email protected]
RELATED CASE STUDIES
Read about more clients we have helped
We have helped countless clients with their financial needs – some straightforward, some complex. Our bespoke approach, were we really get to know our clients, allows us to often offer solutions that other wealth planners and private banks aren’t able to.