Our private banking offers you a range of bespoke financial services designed to help you manage your wealth according to your needs. Our wealth solutions include trade execution, advisory, discretionary portfolio mandates, trust services, wealth planning, real estate and financing.
Our investment advisory approach is based on the principles of trust, reliability and transparency. Our advisory team will act for and with you to identify the right investment opportunities in the global and regional markets across all asset classes.
You will benefit from proactive, personalised advice while you retain full control of the decision making. Our investment advisors continuously monitor your portfolio, investigating the impact of market events, and work with you to implement strategies defined by your risk tolerance, liquidity needs and performance objectives.
We offer our private banking clients a range of financing options across our international network, from traditional, to specialist and bespoke solutions. We have a wide variety of credit and lending solutions, which range from marketable securities to real estate, including Shari’a compliant options, to help manage your finances or investment needs with flexibility and efficiency through a single, personalised relationship.
We can also work to build customised, multi-currency lending solutions to help meet specific needs relating to your enterprises, drawing on the resources of our Group Investment Banking offerings to bring you mergers and acquisitions, capital markets and other financial expertise.
Real Estate is an important asset class for many investors. We have dedicated experts committed to meeting all your real estate investment needs. Whether you are looking to finance an individual property, multiple units or a commercial entity, your private banker will be able to assess your needs and tailor a specific solution for you.
Our property specialist teams in London and Paris bring local knowledge and market expertise to our clients, giving you access to unique investment opportunities – often before they come onto the open market. Our advice continues throughout the transaction from initial analysis to completion, after which we can recommend the most appropriate property managers to help you achieve your goals.
Depending on your needs, we can help you set up trust structures or corporate entities through our trusted third party providers.
We understand how valuable it is to be able to safeguard and/or transfer wealth in a way that delivers on your financial objectives.
Through your dedicated wealth solutions advisor, we provide access to the highest standards of trust and fiduciary services.
Your advisor will seek to optimise the structure of your wealth to achieve cost and multi-jurisdictional efficiencies. We will work closely with you to understand your needs and highlight effective holding structures for your assets, set up your family office, and organise an efficient management framework for your business and private wealth needs, and philanthropic projects.
Our wealth advisors can also help you and your family to build a sustainable strategy and governance process, including succession planning, to facilitate the transition of values and objectives to the next generation.
For clients who have advanced knowledge and understanding of the market, our Private Banking trades directly on the financial markets.
Through our execution-only service, you can trade directly on a wide range of securities including bonds, equities, and foreign exchange, as well as access our selection of proprietary and third party funds.
Whether you choose to trade directly or through your private banker, our robust trading platforms will ensure competitive market pricing, seamless settlement and that your trades are executed promptly, in line with your instructions.
Discretionary Portfolio Management
Our Private Banking Discretionary Portfolio Management Service is designed for clients who want active and professional management of their wealth. We provide a wide range of portfolio options, allowing the flexibility to apply conventional or Shari'a compliant mandates across all asset classes, geographies and investment styles.
Our team of experienced investment specialists will manage your portfolio within the risk profile and investment parameters defined by you. We have access to a wide range of external and internal research that allows us to constantly watch the markets and take immediate advantage of investment opportunities.