Loyalty is very important to us, and we focus upon maintaining long-term relationships. This is clearly reflected by the extremely low levels of client turnover and the fact that most of our clients come to us via other client recommendations and referrals.
We offer complete wealth management solutions, such as discretionary portfolio management and investment advisory services which are tailored to meet our clients individual risk-to-reward needs. Our professional solutions will safeguard and protect your personal wealth over a long period of time.
Our comprehensive services also include trade execution, settlement and custody. Where deemed appropriate, this even includes having direct access to the Bank’s Dealing Desk.
Acting as a depositary for investment funds, we have the ability to work with any external broker and sub-custodian. In addition, the extension to our depositary licence under the Alternative Investment Fund Managers Directive (AIFMD) enables us to cater for a wide range of ‘in-scope’ investment funds.