loading

Private Clients

Customised solutions

Management Philosophy

Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.

We are small enough to offer truly personalised service and we place great value on the human element. Our managers are all specialists in their own field and will also call into play the Bank’s other services and network resources to provide a coherent, global management process.

By developing a keen appreciation of your needs, we can design the investment style best suited to you. In order to offer you the most appropriate advice, we review your family and professional situation and take account of your tax and estate planning requirements.

Taking the long view, we believe firmly in the virtues of active and personalised management which, combined with alternative strategies, can reduce portfolio volatility. Our investment process is designed to prioritise companies which have a positive impact on responsible social development. We also offer discretionary mandates in responsible investment, taking into account the environmental, social and governance (ESG) criteria of the companies selected for securities portfolios.

Our discretionary management mandates are designed for investors who wish to delegate management of their portfolios to our dedicated team of specialists, in order to take full advantage of their expertise.