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Relationship management

A team dedicated to you

To help you try to achieve your financial goals and ensure everyday support, we provide a dedicated team of wealth managers, planners and other specialists.

Your Wealth Management team

A dedicated Wealth Manager

As your main point of contact, your dedicated Wealth Manager will have a thorough understanding of your needs and ambitions in order to connect you to the right professionals and experts who can help you.

Wealth Management Executive

Your Wealth Management Executive will quickly and efficiently carry out all your tasks across the range of products and services you have with us.

Wealth Management Client Services

Our Wealth Management Client Services team is available 24/7 to help with your everyday banking and investment needs^. As part of this, our wealth concierge will help set up your accounts and online banking services and ensure your funds are transferred smoothly.

We help a variety of people

Your wealth is our priority, no matter what your circumstances or ambitions may be. With our proactive and personal approach, you can enjoy the life you've worked for with the people who matter.

 

Local expertise across the UK

Our regional offices are located across the UK so that you can meet with your Wealth Management team whenever you want. 

Award-winning service

Best Customer Experience

We won ‘Best Customer Experience’ at the 2018 Institute of Customer Service’s UK Customer Satisfaction Awards.

Outstanding Private Bank – UK Domestic Clients

We won ‘Outstanding Private Bank – UK Domestic Clients’ at the 2018 Private Banker International Awards.

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