Wealth management philosophy
Looking at the bigger picture
We don’t simply focus on your financial portfolio. Our personalised approach is also designed to help us understand your wider ambitions and objectives for your wealth:
- generating an income that supports your lifestyle, family and retirement plans
- helping you pass your wealth on to future generations
- funding your ambitions, from personal legacies to philanthropy
Staying close to your ever-changing needs
Of course, life doesn’t stand still – your priorities may change and so will the world around you. That’s why we invest in building strong relationships with our clients to truly understand and adapt to their evolving needs.
Building relationships that last
Nearly half of our private clients have discretionary accounts with us, while the industry average is only about 20 per cent*. This is a sign of the trust clients continue to place in us. Earning their trust takes time, and requires an ongoing investment from us.
* Source: BCG Global Wealth Report
Each client relationship is personally looked after by one of our private bankers. Depending on your needs, we will assemble a multi-disciplinary team of specialists to look after your interests – wealth planners, portfolio managers, investment advisors, IT and custody specialists. They’re all closely connected to one another and share their expertise even when working across different offices or continents. So, wherever you live, you’ll get all the benefits of a global team.