About Us

Who We Are

Who We Are

We want to understand what matters to you and your family to support your needs now and in the future. As you’d expect from a boutique wealth manager, we treat you as an individual, offering certainty, consistency and flexibility while managing your finances and investments over the longer term. As a private bank, we can help you manage your money from day one.

We pride ourselves on providing a bespoke personal service to manage all your day-to-day banking needs, wherever you are or however complex your circumstances. We lend against UK properties, as well as investment portfolios and our treasury team provides quick and streamlined foreign exchange services.

We start by taking the time to understand your financial goals and aspirations. Our team of experienced professionals actively manage high-net-worth clients’ investments and offer a global approach to investing. Or, if you prefer to make your own investment decisions, we can help you execute them through our dealing and custody service.