Private banking, refined.
A dedicated advisor for families and individuals who want one trusted relationship for banking, investments and the long term.
For families and individuals with significant investable assets
One relationship, every part of your wealth.
Each service is designed to work together, so your banking, investments and planning reflect the same goals.
Banking & payments
Current and savings accounts, multi-currency holdings and international transfers, handled by your own advisor.
- Multi-currency accounts
- International transfers
- Priority service
Investment management
Discretionary and advisory portfolios built around your risk appetite, time horizon and liquidity needs.
- Discretionary portfolios
- Advisory portfolios
- Regular performance reviews
Lending & credit
Lending secured against your assets, with terms structured to suit your plans rather than a standard product.
- Lombard lending
- Property finance
- Bespoke facilities
Wealth planning
A written strategy covering protection, tax efficiency and how your wealth is preserved and passed on.
- Written financial plan
- Protection review
- Succession planning
Family & legacy
Support for family governance, education planning and the conversations that keep wealth working across generations.
- Family governance
- Education planning
- Next-generation access
Concierge & access
Direct access to your advisor, secure digital tools and a single point of contact for everything you need.
- Dedicated advisor
- Secure client portal
- Priority contact line
Built for those who think in decades.
Investable assets. This is a guide to the level at which a dedicated relationship usually begins.
If you are below this level, speak with your advisor and we will point you to the right next step.Three steps to your first conversation.
Introduce yourself
Share a little about you, your family and your goals. There is no obligation and no pressure to act.
Meet your advisor
A private consultation with your dedicated advisor, who listens first and answers every question you bring.
Build your plan
Receive a written strategy designed around your priorities, reviewed with you and kept current over time.
Before you reach out.
Who is private banking for?
Relationships are designed for clients with significant investable assets. They typically start from USD 250,000 in investable assets.
What happens in the first meeting?
Your advisor listens first, then reviews your goals, your family circumstances and your current position. There is no obligation to act afterwards.
How is my information protected?
Your details are handled in strict confidence, with encryption, restricted staff access and secure sign-in to your portal.
Who will I work with?
You work with one dedicated advisor who knows your situation, so you always have a single point of contact.
Let’s talk about your future.
Book a private consultation with one of our advisors. Every conversation is confidential.