Our aim as your wealth managers is make it easy for you to access your money, irrespective of where you are based in the world.
If you are looking for a superior, flexible banking and award-winning service which delivers a uniquely personal experience, then we have the answer.
We offer comprehensive and bespoke wealth management services for UK and international clients. We never forget that your wealth is exactly that – yours. Our belief is there are opportunities for you and both the people and the things you care about, opportunities that we can facilitate.
Integrating your banking and wealth management needs via a single point of contact across a vast range of financial services, creates a seamless, cost-effective package which will save you time and simplify your administration.
Telephone transactions help to make banking and managing your finances effortless. Multiple transactions can be completed simultaneously without the need for numerous phone calls to different providers. If you prefer, there is the additional option to complete transactions online, offering you the freedom to keep track of your finances around the clock from anywhere in the world.
An all-in-one summary report shown in the currency of your choice plus a detailed statement of all transactions, provides a concise and consolidated overview of your assets.
The overall structure of your financial affairs along with personal preferences, will determine the best way to meet your financial management requirements. Whether for income or growth, domestic or global, our services can be tailored around your personal circumstances to meet your specific financial needs. If your requirements change, your account has the flexibility to change with you.
A Flexible Approach to Lending
The Margin Account is a credit line that allows you to leverage up to 5 times the assets available in your account, without the need for promissory notes or personal guarantees.
Through the Margin Account credit, deposits, securities or other assets can be used as collateral for a loan, which can be used for new investments or to meet current liquidity needs.
The Margin Account is available to any customer who has a minimum of € 10,000.