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. 

How we help you

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

Dedicated Wealth Manager

Your single point of contact during your wealth management journey. They'll have an intricate understanding of your needs and ambitions - and will work tirelessly to offer products and services that'll help you seize the best opportunities.

Your Wealth Manager will be in contact after you become a client

Wealth Management Executive

The first line of administrative support for both you and your Wealth Manager. They’ll carry out tasks for you throughout your time as a client, making sure your accounts are maintained to the highest of standards.

 

Wealth Client Services

There to ensure your experience with us is smooth and effortless, from your very first moments as a client. There’ll be someone there to answer your questions or support you with any of our services, day or night.

To talk to Wealth Client Services, call 0800 376 7954

Wealth Concierge

Your personal welcome service - there to introduce you to Wealth Management. They'll ensure your funds are transferred smoothly and help you get set up with accounts and digital services. They'll also help you to understand the role of your Wealth Manager and Wealth Client Services.

Voice security

Our voice biometrics security service is a secure way to do your Telephone Banking. With your permission, we’ll take a few samples of your voice, and this will form your unique voice print. This means you can simply talk to identify yourself when you call us.