Supporting your client relationships
Our experienced team of private bankers can offer your clients the levels of service you’d expect from an award-winning boutique firm.
We are the trusted partner of financial advisers across many juridictions, working with clients from all over the world and we’re dedicated to providing a seamless and stress-free experience.
Expanding your service
Banking and borrowing services for high net worth clients
We are here to make your life easier and help you meet your clients’ financial needs. Whether your high-net-worth clients are looking for international banking, deposit solutions, or personalised borrowing, our private banking service provides a solid foundation for managing their wealth.
Our boutique size means we can offer a highly responsive and personalised approach to suit their lifestyles. For example, we have the flexibility to offer lending solutions that can be tailored to your clients’ individual circumstances, not just how well they fit a prescribed set of criteria.
Long term relationships
Working in partnership
Our professional online banking services provide you with the flexibility to view your clients’ accounts, statements, and valuations online. Managing clients’ wealth is made easy with the ability to make internal, domestic, and international transfers, as well as make payments and execute foreign currency exchanges.
A comprehensive range of reports allows you to create and export client information as and when you need it.
Find out more about us as a firm and how we can help you and your clients. Call Andrew Simpson on +44 (0)7384 513225 or email [email protected].
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View and download our international multi-fund fact sheets
