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 Wealth Manager 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.

Sports, Media & Entertainment

Whether you’re a Premier League football player, chart-topping musician or a media agency owner and beyond, our dedicated Sports, Media & Entertainment team have the sector expertise to ensure a secure future for you and your family.

Whether that’s being more tax-efficient, maximising investment opportunities or putting money aside for retirement, our knowledge and experience of the industry you work in means that you can feel safe in our hands, helping to bring all your financial planning under one roof.


You’ll be designated your own banker from a 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.

Resident Non-Domiciled

As a non-domiciled UK resident, you can benefit from help with managing your wealth, while bearing in mind your specialist tax status.

We have decades of experience and an understanding of the complexities of your RND tax status.

We work side by side with your tax and legal advisors and you to help you to structure your wealth in an optimal manner.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking