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Private banking

Private Banking or wealth management is ideally suited to those with assets over £250,000 or total assets in excess of £1,000,000. Each private bank will offer different services and a diverse range of products, investment expertise and lending capabilities. For those looking for a private banking relationship, choosing which institution will be an important consideration. Often, the organisation you choose will be determined, in part, by your net worth.

The wealth manager or private banker, should offer a holistic service to clients, and will aim to be the trusted advisor to an individual or family. The closeness of the relationship will allow them to develop an understanding of their client's long-term financial plans.

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