Who are our clients?
The majority of our clients are private individuals, usually based in the UK but we also offer wealth management to international clients.
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, dynamic entrepreneurs or sports professionals.
We offer private banking services for 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
No matter who you are or how complex you requirements are, our wealth planning process starts with you. We spend the time to understand your different requirements, ambitions and goals in order to draw up a long term financial plan bespoke to you.