Our end-to-end service
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.
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.
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.
Your needs are unique to you and, as such, you need your own wealth plan. Our team of wealth planners have decades of experience and ensures you can access the very best expertise to grow, protect and transfer your wealth. Through innovative cashflow modelling we can show you how best to plan for today and the future.
We pride ourselves on providing a bespoke personal service to manage all your day-to-day banking needs, wherever you are or however complex your circumstances. We lend against UK properties, as well as investment portfolios and our treasury team provides quick and streamlined foreign exchange services.
Managing your investments
We start by taking the time to understand your financial goals and aspirations. Our team of experienced professionals actively manage high-net-worth clients’ investments and offer a global approach to investing. Or, if you prefer to make your own investment decisions, we can help you execute them through our dealing and custody service.
We have the flexibility to offer lending solutions that can be tailored to your individual circumstances, not just how well you fit a prescribed set of criteria. Each of our loans is reviewed individually to provide the most suitable solution. Your application is judged on its individual merits with consideration is given to your wealth as a whole.
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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.
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
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.
Helping a dual national with their Joint Proprietor mortgage
Clarke, aged 51, is a married dual South African and British national who was keen to purchase a cottage in Surrey for use when travelling on business to the UK.