Financial intermediaries

We work with External Asset Managers (EAMs) to provide you with access to our custody and infrastructure through which you can access our range of services such as banking, discretionary portfolio management, sustainability and philanthropy. At all times, you remain in control of the client relationship and can involve us as much, or as little, as you want. As well as traditional banking, our open architecture and multi-custodial approach gives you flexibility, allowing you to make independent financial decisions in the best interest of your clients.

Our dedicated intermediary service is committed to providing a seamless and efficient account opening process and day-to-day operations. You will be responsible for determining the suitability of the client’s risk profile according to their objectives and needs. As a long-established wealth manager with an absolute focus on preserving and growing clients’ wealth, what matters most to clients, matters most to us.

With decades of experience, we embrace long-term thinking. Our business has been built on trust for over 200 years, something we have developed while partnering with advisers for over a decade.

Our buy-side investment expertise ensures the full alignment of our services to you and your client’s interests. Our investing process goes beyond profit and we are proud to be a leading specialist in impact investing, for clients who want to maximise positive change. You will benefit from our access to research from major banks and research houses as well as the institutional proprietary research and tools of our asset management business.

Contact us

Discuss your wealth management needs or find out more about our services.