Designed completely around your short and longer-term goals, our Wealth Planning expertise takes into account your individual, family and business needs.
Flexible, responsive and underpinned by an in-depth understanding of all your requirements, we are proud to offer you a truly independent whole-of-market approach, through our industry-leading Chartered Financial Planners.
The first private bank to achieve Chartered Status, our inclusive service works seamlessly with your other professional advisers, and with its transparent fee structure, ensures simplicity, efficiency and a clear focus on results.
- Tailored wealth plan created by Chartered Financial Planners
- Truly independent – no ties to in-house products
- Short-term flexible plans aligned to long-term goals
- Tax-efficient planning for optimal post-tax returns
- Inclusive service that works with your other professional advisers
- A fair, honest and transparent fee structure
Our clients are wonderfully diverse and outstanding people. Successful start-ups, family firms, media companies and corporate brands are amongst them. We serve professionals, executives, leaders of business and industry, high-profile media figures, and sportsmen and women.
Serving you today and into the future
Progressing your career and business, planning for retirement, protecting your family’s assets, or working towards a smooth succession, we can help determine the best wealth planning strategy specifically for you.
Your wealth needs to serve you differently at different stages of your life. Your Chartered Financial Planner will take a detailed look at your business and family financial needs, then use their expertise to create and implement a dynamic plan that will help you grow, protect and pass on your wealth.
They look beyond the accumulation of assets, to clearly outline how your wealth can best serve your life and the lives of future generations in the most profitable and protected way.
Rest assured
- Chartered Financial Planners with an average of 15 years’ experience in their field
- Exceptionally high standards – the first Private Bank to achieve chartered status
- An approach built on an in-depth understanding of immediate needs and longer-term goals
Industry-Leading Independent Advice
You will receive unbiased, unrestricted and completely independent advice. Your wealth planning strategy is built for one purpose – to serve your best interests, always.
Tried and Tested Processes
You may have a patchwork of overlapping policies to be consolidated, or outdated products that are no longer fit for purpose.
Whatever your financial status, to ensure your current position is fully understood and future objectives met, you will be guided through a six-stage scoping, recommendation and review process built to the highest internationally-recognised standards.
Best-in-Class Chartered Financial Planners
Your dealings will be managed by highly experienced professionals at all times. They will work with you throughout your wealth journey, as your legal agent and not the Bank’s.
Whole-of-Market Products
Based on a thorough and fair analysis of the market, you will benefit from access to the best products that fit your individual circumstances. We do not offer in-house products and do not accept commissions from product providers.
Risk Warning
The information given on this website is for information purposes only and is not a solicitation, or an offer to buy or sell any product or security. It does not constitute investment, legal, accounting or tax advice, or a representation that any investment or service is suitable or appropriate to your individual circumstances. You should seek professional advice before making any investment decision. The value of investments and the income from them can fall as well as rise. An investor may not get back the amount of money invested. Past performance is not a guide to future performance. Fluctuations in exchange rates may affect the sterling value and any returns from investments. The future basis and rates of tax may vary.
