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Private Banking

In recent years it has become increasingly difficult for High-Net-Worth Individuals to maneuver through the myriad of global financial service providers.

Our partners assist wealthy private individuals with their banking solutions through our international network of banking and asset management relationships. After initial consultations, we are able to identify a relevant private banking provider specifically suited to your needs and circumstances.

Wealthy individuals are often referred to us due to them being unhappy within their current arrangement. Sometimes the decision to seek alternative banking arrangements is being driven by the current provider.

Our partners are best placed to add value to these situations. They have extensive knowledge of the compliance undertaking as well as many years of private banking experience in house. As an independent consultant we act only for the benefit of our client to ensure they are on-boarded with a bank or alternative provider that can adequately service them day to day and manage their wealth.

To request a consultation with one of Private Banking specialists, contact us today.

Regulatory Information

This document is exempt from the general restriction in section 21 of the Financial Services and Markets Act 2000 on the communication of invitations or inducements to engage in investment activity on the ground that it is made to ‘investment professionals only, within the meaning of Article 19 of the Financial Services and Markets Act (Financial Promotion) Order 2005 (FinProm) persons believed on reasonable grounds to be ‘certified high net worth individuals’ within the meaning of Article 48 FinProm; persons who are ‘certified sophisticated investors’ within the meaning of Article 50 FinProm; and persons who are ‘self-certified sophisticated investors’ within the meaning of Article 50A FinProm.

By clicking Continue you confirm that you have read the Financial Services and Markets Act 2000 and have a clear understanding of investments of this type and risks associated with them. Before you will be able to view the investment products, you must certify your investor status by registering.