Who we serve

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.

Professionals

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.

Entrepreneurs

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.

Charities

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.