Head of Private clients investment management London +44 (0)20 7131 4695
From investment management to financial planning and tax advice, you’ll get a single point of contact to handle all your family’s requirements, or to co-ordinate with other advisers, depending on your needs.
Investment managementThe core of our investment service is discretionary portfolio management. We don’t believe in a one-size-fits-all approach. We take the time to get to know you and understand your needs, objectives and aspirations, constructing your portfolio to your specific requirements.
Tax issuesIn a fast-changing global tax environment, where there’s ever-greater scrutiny from the tax authorities, we can help you manage and plan your family’s personal and business tax affairs – in the UK and overseas.
Financial planningFrom complex financial reviews, to advice on pensions and retirement planning, we’ll help ensure your income and capital are working for you and your family in the most effective way.
Through our UK banking licence we can provide a range of services to ensure the efficient management of your portfolio including cash accounts, foreign exchange, loans and overdrafts where necessary.