Who are our clients?
The majority of our clients are private individuals, usually based in the UK but sometimes from further afield.
The majority of our clients are private individuals and families; some have been with the bank for generations; some may be starting on their journey with us; some are established business owners, some dynamic entrepreneurs or sports professionals.
We also act for many charities, trusts and pension funds as well as professional advisers such as solicitors and accountants.
Often leading full and busy lives, our clients’ wealth is a legacy too important to trust to luck, inexperience or lack of available time. That is why, regardless of their background, our clients trust their assets to us.
Different Clients : Different Lives : Different Ambitions
Some clients have more complex affairs and some may be in a particular niche. They may be international investors; some have tax considerations that may require a particular investment solution; they may be in a specialist area - for example charities, professional sports people or claimants of large personal injury awards. It is not possible to provide a comprehensive list although we have provided some further examples here.
More often than not, solutions to these more complex or sensitive areas are provided in-house by our own experts.