Third-party banking

We can connect you to third-party banking services for any additional support

We can offer support with:

  • Deposit accounts
  • Cash administration services
  • Loans secured on portfolios or property
  • Bridging loans
  • Foreign exchange services

A service shaped around your needs

The services we offer are tailored to your individual circumstances, situations and priorities. Our banking team will work with you and your wealth planning and portfolio management team to find the best services for you.

Download the brochure

Find out more about how we can support those with US connections, helping them to navigate regulatory and tax regimes across borders.

Our minimum sum for investment management

Our services start at £1 million or currency equivalent for discretionary services or £10 million or currency equivalent for advisory services.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.