Who we serve
Your wealth – in partnership with us
Planning and investment-led services for wealthy individuals.
Who we help
The value of investments can fall as well as rise, and you may not get back what you invested. Tax rules can change in future and their effects on you will depend on your individual circumstances.
Individuals and families
You’ll be designated your own banker, who’ll provide you with access to a suite of services and products designed to help you achieve your goals. Your banker will work closely with you to gain an in-depth understanding of your circumstances in their entirety, not just your current investment portfolio.
They, along with our extensive team of Advisors and professional fiduciaries, will guide you through the thought process involved in wealth preservation. They’ll work with you to provide trust, tax and insurance solutions designed specifically for you and your family, bringing fresh perspectives, innovations and insights to your estate planning and wealth management.
Our Professional Services team is dedicated to supporting those who work in law and accountancy firms, management consultancy and those within the barrister community. We offer a relationship-based proposition, providing services tailored to your needs.
Your banker will help you adapt to lifestyle changes, providing credit, banking and mortgage advice, while helping to maximise your returns. They’ll develop a bespoke financial plan for you, and establish a thorough understanding of your objectives, whether you’re planning for retirement, protecting your family, investing tax efficiently or passing on your wealth. In addition, they’ll carry out regular reviews to make sure plans have been adapted to complement your changing circumstances.
You’ll be designated your own banker from an award-winning team that combines years of experience with an intricate understanding of the entrepreneurial landscape. Whether it's estate and succession planning, your philanthropic giving, or a plan to exit your business, your dedicated banker will help you ensure that you have the right advisers in place.
They’ll support you by understanding your ambitions – whether your business is set to be the next big thing or you’ve already built an empire. In addition, you’ll be able to connect with your peers through special services and partnerships.
Your Charity Investment Advisor and Portfolio Manager will form a close partnership with you. They’ll assess your circumstances and strategic direction to provide suitable, tailored advice. They’ll also deliver a holistic and broad investment service across your short, medium and long term reserves to support your financial sustainability.