We take the time to get to know your circumstances, priorities and ambitions. We use our long-standing experience and expertise to choose the investment strategy best able to deliver continued prosperity, responsibly and securely.
Our focus is on growing your wealth and preserving it for future generations.
As a bank regulated by the UK Prudential Regulation Authority, our highly experienced treasury and banking team is able to offer our clients a range of quality banking services to complement our planning and portfolio management services.
Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.
If you’ve built and managed a successful business, you’ll know the importance of planning.
We work in partnership with financial advisers to develop and implement tailored portfolios for their clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.
We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
We are proud to look after £9.9bn for the charity sector. Our services are designed to offer comprehensive and customised support to the full sector.
To discuss your wealth management requirements, or to find out more about our services, please contact us below.
The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.