Private clients

Management philosophy

Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.

Our 'people focus' ensures that our employees always provide the best service. All our managers are specialists in their field and can rely on additional expertise from other departments or from outside the bank.

By developing a keen appreciation of your needs, we can design the investment style best suited to you. In order to offer you the most appropriate advice, we review your family and professional situation and take account of your tax and estate planning requirements.

Taking the long view, we believe firmly in the virtues of active and personalised management which, combined with alternative strategies, can reduce portfolio volatility.

Our clients may issue us a discretionary mandate or work hand in hand with their advisor for making their investment decisions. Our investment process is designed to prioritise companies which have a positive social impact. We also offer discretionary mandates in socially responsible investing, which take environmental, social and governance (ESG) criteria into account when screening companies for inclusion in portfolios.

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