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Wealth Management

Wealth Management

Your opportunities. Your wealth. Your legacy.

What we offer

Straightforward banking services, planning, investment solutions, and financing options.

The value of investments can fall as well as rise. You may not get back what you originally invested.

Banking

Straightforward banking, designed for you

Manage your finances effectively from almost anywhere in the world with our comprehensive range of services.

Wealth planning

Planning, advice and services

The future of your wealth

Your aspirations, legacy and retirement plans – carefully understood and supported by your personal Wealth Planner.

Investments - products and services to help you reach your objectives

Investments

Products and services to help you reach your objectives

A diverse range of investment solutions – there to help you preserve and grow your wealth.

Borrowing

Financing that fits your personal needs

Property finance, borrowing against your investments and lending solutions.

News and insights

News and insights

Discover expert views, the latest trends and more

Connecting you to the latest insights, updates and trends in investments, lifestyle and your wealth.

 

Who we help

Individuals and families

Your own Wealth Manager, who’ll work to understand your ambitions in detail, and offer the right support and products to help you achieve them. 

Professionals

Local, exclusive support for those who work in law and accountancy firms, management consultancy and those within the barrister community.

Entrepreneurs

A network of expertise to help you realise your ambitions – with your own dedicated Wealth Manager there to provide access to vital tools and networks. 

Charities

A dedicated charity specialist who can advise you on structuring your reserves to meet your financial goals.

How we help

Winner: The Institute of Customer Service, UK Customer Satisfaction Awards 2018

Digital services

Online and mobile services – secure, transparent and easy

Our online and mobile services simplify your day-to-day banking requirements and give you instant visibility of your wealth.

Relationship management

Your dedicated services

Your Wealth Manager and Wealth Client Services are there to help you nurture, grow and protect your money and assets. 

Little Book of Wonders

Unforgettable experiences

Exclusive, once-in-a-lifetime events for Wealth Management clients – by invitation only.

Become a client

Become a client

To become a Wealth Management client, you need to be a UK resident and have £500,000 or more to invest.

Call us on 0800 279 4893^ or leave us your details and we'll be in touch within two business days.

Already a client? Call us on 0800 376 7954*.